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Bob Hoye

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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. Radio - US consumer comfort level highest in 19 years Radio - China making a mistake by upping communist control of firms Radio - Credit rating agencies over rated?

December 20th, 2019 | The Fed, Japan, OPEC Radio - US home builder confidence the highest in 20 years

December 13th, 2019 | USMCA Deal Good All Around? Radio - China banks dealing with massive loan defaults Radio - Can Central Banks prevent recessions? Radio - China’s Banks and Personal Loans Radio - Small Chinese banks in trouble Radio - What Liquidity Problems Have Done to the Markets Radio - Super yachts out, luxury SUV’s in Radio - Is the US Fed Losing Its Potency? Radio - Half of the world’s banks could be in trouble in economic downturn

October 18th, 2019 | The Bubble of Everything Radio - Inverted yield curves and recessions Radio - China resorting to risky borrowing Radio - IPO’s step into death valley Radio - Stock buybacks have been a huge profit maker Radio - Gold, Silver, Pensions, Japan, ECB

September 6th, 2019 | Gold, Silver, Bonds, Treasuries Radio - Chinese Banks, and an “interesting” Fall ahead Radio - What does it mean if China increases currency controls? Radio - Is message from inverted treasury bills “different this time”? Radio - What is the connection between slower fast food and fast car sales? Radio - Data suggests rate cuts not needed Radio - How can negative interest rates be a positive? Radio - How Long Before Outlying Market Problems Hit New York?
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