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August 25, 2023 | Has the Fed Eaten Yellen’s Magic Mushrooms?

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 August 25th, 2023

Posted In: Radio

One Comment

  • Michael says:

    Ho Bob and Jim. Many “contrarian” financial pundits are recommending a “barbell strategy” in preparation for a looming financial storm. They recommend overweight gold at one end of the barbell and short term US T-Bills at the other end. In the middle they recommend some modest holding of commodities, in particularly uranium and silver, and some gold miners. Bob, can this “barbell strategy” actually do the “heavy lifting” for our portfolios assuming strong headwinds ahead?

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