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October 1, 2021 | How Long Before China’s Problems Affect the World?

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.

Dow Transports, US Dollar, Inflation, Deflation, Commodities

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Archives October 1st, 2021

Posted In: Radio

One Comment

  • George says:

    Bob, one of the most frustrating things about following the markets is trying to discern which analysts are going to be accurate. They basically have similar data sets. All claim a track record! Very smart analysts such as Kathie Wood, Jim Rickards, Howard Marks, Nouriel Roubini, Jeffrey Gundlach are very divided over the inflation or deflation debate. Michael Oliver, Bob Moriarity and others see gold prices rising significantly. Tom McCellan, says gold just entered into a 5 year bear market and gold prices will not rise until 2025. Oil will be the play as it replaces gold. Przemyslaw Radomski has similar forecasts. Where do you fit among this group. How does the little guy know who to believe?


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