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December 13, 2019 | USMCA Deal Good All Around?

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 banks dealing with massive loan defaults

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Archives December 13th, 2019

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One Comment

  • Michael says:

    It looks like the junk bond market is going parabolic and the yield spread between high grade credit and junk is getting as narrow as the eye of a needle. Meanwhile, some in the financial media predict that the S&P will take a breather in 2020 and only go as high as 3500 to 3800, but then resume in a more serious advance into 2021 and beyond. That old Frank Sinatra song with the lyric “Something Has to Give” keeps repeating in my mind as I read the headlines. Bob, is something about to give way here or can the Fed, with enough QE, always provide a wind to the markets back?

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