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December 24, 2021 | Liquidity Could Be a Big Problem in 2022

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.

Governments keep encourage poor business practices

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Archives December 24th, 2021

Posted In: HoweStreet.com Radio

3 Comments

  • Michael says:

    My best New Year wishes to Jim, Bob and all the contributors and listeners at How Street.com. Jim, as in past years, you have provided your listeners throughout 2021with very informative and outstanding podcasts. And your imitations of Sean Connery are also outstanding. Bob, I have never witnessed such optimism in the markets like I have witnessed this past year. I suppose valuations don’t matter until they do. Will markets finally “revert to the mean” in 2022 and possibly overshoot to the downside? In terms of “taking cover” from a potential 2022 market crash, would gold bullion, the US dollar and maybe a few short positions be in order?

  • Kathleen says:

    Bob and Jim – Happy New Year! Thanks so much for the great commentaries. And best wishes for the New Year to all my fellow listeners at Talk Digital Network. It seems that the Santa Claus rally was somewhat late this year and hardly eventful. Elvis’ sentimental song “It’s a Blue Christmas” comes to mind in regard to this year-end market action. Despite the fact that this was a good year for stocks, I know several investors who are greatly disappointed that the market hasn’t raced a lot higher into year-end and take it as a possible warning.. Bob, can we expect liquidity problems by March and the sudden appearance of the margin clerks? A growing number of analysts are suggesting that March 2022 may be a repeat of March 2020.

  • Michael says:

    Hi Bob and Jim. An important update. Zero Hedge Headline: Nancy Pelosi Buys Millions In Call Options In Google, Micron, Roblox, Salesforce And Disney. Bob, is this a “buy” signal or a contrarian indicator? Or is this the Pelosi “put”?

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