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February 17, 2023 | Gold, Interest Rates, Recession, Junk Bonds

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.

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Archives February 17th, 2023

Posted In: Radio


  • Don Borden says:

    In the period 2010-2023(e), total US private/public debt will be up over 80% to $100T; nominal GDP up 2/3d’s; and the S&P 500 up a whopping 3.6 times. How can we service this debt – especially with the Fed’s QT? When/how do the equity markets come in line with the economy? Are we going into a multi-decade reconciliation period? – Or will we into a proceed into an MMT (Modern Monetary Theory) era of ultra Keynesianism? (Sources: 1] 2] FRED 3] Yahoo Finance)

  • Don Borden says:

    Prelude to questions sent yesterday: Greetings Bob and Jim from sunny Naples, FL at 85°F (30°C) or a lot warmer than that of my heritage from Nova Scotia at 0°F tomorrow… (Part of the S&P 500 increase has been the growing offshore portion of revenue at 35-40% – [while this discussion is germaine I think it muddies the waters].)

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