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March 1, 2024 | Gold to Bitcoin Portfolio Ratio

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.

Explosion of the biggest bubble ever?

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Archives March 1st, 2024

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One Comment

  • Michael says:

    Hello Bob and Jim. Marketwatch headline: “Investors rush to snap up bonds before the Fed starts cutting rates”. Bob, I’m confused. Why would the Fed lower interest rates when they say that we are in a booming economy, admit that inflation is still way above the 2% target rate and that the economy will experience a “soft landing”? I would think that we are running out of foreign governments on the planet to buy all these bonds. And why would investors buy these bonds with inflation running so hot and the stock markets on a tear? Bob, some financial clairvoyants see a cloud of red dust in the distance. Could they be seeing a financial mirage, or red-ink on Central Bank balance sheets, or bond vigilantes approaching fast?

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