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July 22, 2022 | US Home Builder Sentiment, Laffer Curve

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.

Inflation and Taxation

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Archives July 22nd, 2022

Posted In: Radio


  • Michael says:

    Hi Jim and Bob. Some say that the Swiss franc is safer than the USD. Bob, should we hold Swiss francs in the next downturn or stick with the USD? Also, Russia has tied the Ruble to gold but gold doesn’t seem to be responding to that news. People seem to put more faith in Bitcoin even though it involves a lot of “magical thinking”. Bob, when will gold be taken seriously as “real” money? One last question. Bob, what’s going on with gold miner Newmont – it’s in free-fall?

  • Kathleen says:

    Hello Jim and Bob. Jerome Powell’s latest comments reminded me of Gordon Lightfoot’s song “If You Could Read My Mind”. As the lyrics go, “What a tale your thoughts could tell, Just like a paperback novel, The kind the drugstores sell”. Everyone seems to be waiting for the next plot twist, that is, the “Powell Pivot” – as the lyrics go, “Just like an old time movie, Bout a ghost from a wishing well”, Powell seems either confused, incoherent or just evasive. Bob, does Fed Chair Powell know where he is going or is he “flying blind”?

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