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January 7, 2022 | China, Gold, Bitcoin, Interest Rates, Real Estate

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.

US Dollar, Central Banks, IMF, Credit

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Archives January 7th, 2022

Posted In: Radio

One Comment

  • Michael says:

    Hi Jim and Bob. Bob, what’s happening to the USD? It’s been in sharp decline this week even though Fed members this week have signaled at least three rate hikes this year along with tapering in March and “running down” of the Fed balance sheet later in the year. Also, the US indices and the emerging markets seem to be rolling over but the European indices and the Global Dow are still forging upward? Bob, is this “sector” rotation? Many media commentators say that one can “hide” from a sell-off in the major indices by just rotating into health care and utilities. Bob, will this upcoming bear market be a “select” bear market as some commentators are suggesting and that certain sectors can be safe havens?

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