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December 3, 2021 | Concern Not Inflation, the Probability is Deflation

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.

Watch for stock market, commodity, credit market failures

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Archives December 3rd, 2021

Posted In: Radio


  • Rachel says:

    Hi Bob,
    thank you for the great content.
    Could I ask, do you have a book that you’re expecting to publish about Financial markets? I think it would be really interestng and a good read.


  • Kathleen says:

    Hi Jim and Bob. Santa’s “year-end rally” has not yet arrived on Wall Street and the Fed seems to be singing “Let it Snow” with it’s tapering talk. “The markets out there are frightful, but my short positions have been delightful. And since the Fed has no place to go, will they now let it snow, let it snow, let it snow (on the markets)?” Bob, has extreme “moral hazard” finally gotten the attention of Fed Chair Powell this holiday season? Has the Fed “no place to go” as many are now suggesting?

  • Michael says:

    Hello Jim and Bob. Gold has been somewhat of a disappointment this year for many of us. It looks like gold may be down for the year and seasonality may not be at play this December. Bob, could the nine year cycle top in gold, that many analysts refer to, have actually occurred in 2020, nine years after the 2011 top? If the equity bubble bursts and equities decline into 2024 as many technical analysts suggest, then might we be looking for that long time buying opportunity in the gold miners somewhat later than 2022?

  • Richard Wicks says:

    There is no such thing as deflation when a criminal syndicate creates your money. This is just pure misdirection.

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