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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding
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To: John Pitera who wrote (432)8/19/2017 3:06:35 AM
From: elmatador2 Recommendations

Recommended By
ggersh
Joseph Silent

   of 13775
 
Is it savings surplus or massive balance sheet expansion of the world’s three major central banks that is driving capital misallocation in a global scale?

In the US it caused capital to move to high tech and inflated assets. Result: Cash Burn.
Cash is being burned in a gigantic scale on the tech sector: Netflix, Tesla Uber you name it.

In China, the savings surplus tried to move out but the government have stepped in to avoid foreign exchange drain that alarmed the Chinese when it drained 1 trillion dollars.

China is now misallocating capital in a selective manner: Only for government sanctioned projects. One Road One Belt is one of them.

Now look to the correlation below between cash burning machine Amazon and 3 major Central Banks expansions:
https://dailyreckoning.com/trump-takes-giant/
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