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February 10, 2023 | Not Enough Copper for EV Demand, Lithium, Coal

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.

Chinese consumers hoarding cash

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Archives February 10th, 2023

Posted In: Radio

One Comment

  • Ken Katen says:

    1. Japan has engaged in excessive borrowing, including QE by its Central Bank, since the 1990s so much so that their national debt is now over 2.6X their annual GDP. Is it possible that the U.S., with the aid of the Fed, could continue borrowing until its debt reaches or goes beyond that metric without adverse consequences?
    2. Could the adoption of a crypto currency by the U.S. facilitate its governmental borrow-and-spend binge?
    3. Will the watchword of the coming years be: “Don’t take any wooden bitcoins?”

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