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August 7, 2020 | Deflation and the US Dollar

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.

Trendy shopping districts now ghost towns

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Archives August 7th, 2020

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One Comment

  • Avatar mike says:

    These online service companies, social media, and streaming entertainment companies, for example, have clearly benefited from the recent “work-at-home” and “shop online” response to the pandemic. During this pandemic lock-down, they have taken almost all market share away from traditional brick and mortar oriented retail and services. It seems like the pandemic has pulled forward demand for these online companies, in terms of market share, by many years. However, many still show minimal profits in relation to sales. I would think that after these lock-downs end and life returns to normal, some market share will revert back to the surviving brick and mortar based businesses thus reducing profits for these online behemoths. My question for Bob. If these online companies have pulled demand forward by many years for their services due to the pandemic, but they have shown even now that they still have low profit margins, then will the public realize that these “online Emperors have no cloths”?

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