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November 29, 2019 | Yield Curves and Predicting Recessions

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.

China’s Banks and Personal Loans

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Archives November 29th, 2019

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One Comment

  • Mike from Burbank. Ca. says:

    The financial media seems to suggest that the party in the equity markets will continue into 2022 as multiple expansion and buybacks continue and that Fed Powell will keep his foot firmly on the Q.E. accelerator. This seems to assume that the predicted 2020 recession will only hit Main Street and that Wall Street will nevertheless party on. Bob, could this actually happen? Also, it’s beginning to feel like 1999 going into 2000; can history repeat here again or are we in “a new, new normal”?

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