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December 17, 2021 | What Happens to Bonds in Post Bubble Contraction?

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.

Evergrande defaults on its foreign bonds

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Archives December 17th, 2021

Posted In: Radio


  • Bob says:

    Why do you keep having Bob on? He’s always wrong.

  • cecil henry says:

    Merry Christmas Jim and Bob. Thanks for a great year, and hope you have a great 2022.

    Question for Bob:

    What was the most unexpected or surprising story of 2021. Whether that’s something that happened, or didn’t happen.

    And what do you think will be the most unexpected stories of 2022?

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