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March 26, 2021 | What is the Real Driver of Today’s Stock 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.

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Archives March 26th, 2021

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One Comment

  • cecil says:

    A Question for Bob.

    Hi Bob: With the markets continuing to go higher and higher, I’m starting to wonder if there really will be much of a correction, or if there is, it will just return the major indices to the levels at the start of the run up—(around 3000 on the S&P would be 25%+ !)

    Many of the biggest bears have been predicting a 50% market crash— if the S&P doubles in a year or so to 4500— a 50% correction really isn’t that bad!!

    Is this how markets usually correct?? Or should we be basing any corrections on where the markets took off FROM (say around 2500-2800 on S&P)? If we go high enough, such a correction will seem fairly minor to a lot of people.

    Does a higher high in the indices help negate the fears of an S&P below 2500 or even 2000! I’m confused and getting FOMO with market action.


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