ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
September 13, 2019 | Recessions and the Federal Reserve
Bob Hoye
Bob Hoye has been in investment business for some 50 years, making him one of the more experienced researchers. His historical work has been thorough providing the first recognition of the fascinating transition from speculation in commodities to speculation in financial assets. It was controversial when Bob observed that “No matter how much the Fed prints, stocks will outperform commodities”. In January 2000, the research team concluded that the Dot-Com Bubble would peak in March 2000. In early 2007, the team outlined that the credit markets would reverse in May-June 2007. They did and the stock market followed. The latest was the call in early October for the Bitcoin Bubble to complete in December. Bob’s essays and speeches on political change and on actual climate change have been widely circulated.
Gold, Silver, Pensions, Japan, ECB
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Bob Hoye Archives September 13th, 2019
Posted In: HoweStreet.com Radio
A question for Bob. I read the Tuesday (9/17) article in Zero Hedge entitled: “Fed Concludes First Repo Auction in a Decade Amid Liquidity Panic”. However, the markets rallied into the end of the day on Tuesday apparently ignoring the Fed’s “liquidity panic”. You have predicted liquidity problems in the fall and it seems that it has just arrived. Time to short the equity markets? Also, where do long term treasury yields go from here?
Assuming a market sell-off in October, can we see a double bottom in the 10 year treasury yield or can the yield break even lower when the bubble bursts in the equity markets?