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March 4, 2022 | The New “Normal” Not New At All

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.

Russian Ruble now rubble, debt now rated “junk”

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Archives March 4th, 2022

Posted In: Radio


  • Cecil Henry (its pronounced SEE-cil)! says:

    Hi Guys–great show.

    I have a question for Bob:

    I had conversation with a financial advisor regarding the markets.

    He’s very bullish and said while markets will be volatile, the direction is up. I asked about high PE values and overextended stocks, but he downplayed it saying:

    ‘As long as interest rates are below 2% like now, its all good. If rates were 4%, we’d have a different view on stocks. ‘

    He actually said its a good time to be more aggressive on stocks– and he’s recommending a 70%+ stock portfolio!!

    What say you?? Where will interest rates go in a long term market decline?? Do they have to be high before that begins?? I thought interest rates rise in a booming economy?


  • Norbert John Thauberger says:

    Question for Bob. After the post-bubble contraction occurs. Where would one invest for a good return for retirement income? I assume the general market will be flat and sideways (post-bubble). Just wondering about dividends being safe or cut. What historically happens? And, one more question, I assume one should wait until the correction before investing. Thanks, John

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