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January 17, 2020 | Can Non-QE, QE Sustain Markets?

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.

US consumer comfort level highest in 19 years

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Archives January 17th, 2020

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  • Michael says:

    Some in the financial media acknowledge that there may be a small 5% correction or so in the coming weeks and then off to the races with S&P 3500 to 3800 by year end. Hedger fund managers speaking this week at Davos said that investors should ride the FED QE-4 liquidity train into 2022. I would think that the FED would be a little nervous right now since the FED’s stealth non-QE has publicly been exposed as real QE-4 at Davos and in the financial media. Bob, where does the FED go from here? Second question. The gold and silver mining shares seem to be following the equity markets in this runaway buying mania. Bob, shouldn’t the PM sector and the stock market be inversely correlated?

  • cecil1 says:

    Question for Bob:

    Bob called for a seasonal run up in silver and PM from December to late January-February time frame.

    Does he think that seasonal run is over. What is the near term 2-4 month outlook for silver now that they have run up and are starting to pull back??


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