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July 31, 2020 | Can Investors in Gold or Bonds Both Be Right?

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.

How to dig deep into junior gold explorers

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Archives July 31st, 2020

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  • Kate says:

    Bob, I’ confused about where this is all heading and how sustainable it is. I have read that the ECB is now buying corporate bonds of countries outside the EU. The SNB continues to buy US FANG stocks and the FED is buying ever increasing amounts of junk bonds, municipals – anything. Corporations are loading up big-time on debt again. Fed Powell says “not to worry”, the Fed will inflate the debt away and continue to inflate asset prices. Meanwhile, the USD is in a nose-dive. But the consumer is overburdened with debt, many with stagnant wages or unemployed. Is this a V -shaped recovery with hyper inflation going forward or will we see a deflationary market crash?

  • Michael says:

    My question for Bob. Many financial analysts are saying that this is the end of the USD (or in Larry Kudlow parlance “King Dollar”) and some have assuredly predicted a 50% decline in the USD over the next few months. Are these predictions contrarian indicators? It seems like the dollar is extremely oversold and the equity markets are extremely overbought Will “king Dollar” rise again?.

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