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November 15, 2019 | China’s One Trillion Dollar Convertible Bond Scramble

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.

What Liquidity Problems Have Done to the Markets

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Archives November 15th, 2019

Posted In: Radio

One Comment

  • Kate from Southern California says:

    Hello Bob. It seems like the GDX is becoming oversold. Maybe it’s time to go long, at least in the short to intermediate term. However, I worry about a big sell-off in the equity markets in February and fear that the gold miners will also sell off hard, maybe down to 20 on the GDX. i would appreciate your thoughts on this. Also, assuming an equity market sell-off, can we expect one more bottom in the 10 year treasury rate in 2020 or have we seen the last of the 1.5% rate on the 10 year treasury?

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