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May 15, 2020 | Billions Earmarked for 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.

Is this a typical “sell in May and go away” year?

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Archives May 15th, 2020

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  • Chris says:

    Hello Bob
    Thank you for being so generous with your research and thinking each and every week. My question; We have not seen a Dow/Gold ratio of 1:1 since 1980. Do you think that this post bubble contraction will return the markets to a 1:1 ratio before it’s all over ? If not, why ? If so, would you be willing to hazard a guess where that ratio might fall ? Thank you

  • Mike from Burbank, Ca. says:

    I have two questions for Bob. When is the next likely return of the margin clerks? Also, when will the bond vigilantes return? I haven’t seen any bond vigilantes around since the Clinton years, but I have a suspicion that they are lurking out there and are getting ready to ride into town. How will we recognize them when they arrive at the bond markets? exchanges?

  • Kate says:

    Bob, your call on the gold miners has been fantastic. However, they seem to be getting a bit overdone in the short term. It is also surprising to see the gold miners and silver tracking the US indices more than gold itself. In regard to the gold miners, Is it time to take a little money off the table, book fantastic profits, and wait for a good correction of the rally off the March lows to re-enter long positions? Also, assuming the major equity indices double bottom or make new lows latter in the year, will silver follow to the downside or will it be a good hedge like it’s big brother gold?

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