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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 - Is Gold a safe haven right now? Radio - Risk taking banks going under, nothing new Radio - US Yield Curve inversion predicting severe recession

March 3rd, 2023 | Russian Revolution 2.0? Radio - Bad Buy-Back Loans Choking Wall Street Radio - Recession soft landing? How about no landing! Radio - Ferrari heir races onto world’s richest list Radio - Chinese consumers hoarding cash Radio - EV Mania could collapse like any other mania Radio - Could Central bank actions make rich richer, poor poorer?

January 13th, 2023 | Global Political Instability Radio - Global Markets Uncertainty Radio - Depositor run on Blackrock

December 30th, 2022 | Outlook for 2023: Sort Of

Charts and Markets - Bob Hoye - Decades ago, when we were retained by major mining companies for our studies on metal prices there were varying views. Guys in the market-finance department wanted to know price trends for metals. Using supply/demand analysis they were experienced at extrapolating trends. Actual reversals in price typically lead key changes in the supply/demand equation, which makes […] Radio - Is Lithium losing its appeal to investors?

Charts and Markets - Bob Hoye - One would have hoped that financial rip-offs committed by medieval princes would have been permanently shelved when liberal enlightenment ended the divine right of kings. Instead, the divine right of bureaucrats has forced too much in-your-face and in-your-wallet government. Today’s supposedly classless version of greedy royalty.

December 23rd, 2022 | Where is the Santa Claus Rally? Radio - Bonds, US Dollar, Gold, Crude Oil Radio - Black Friday, Santa Claus Rally, Quality Wine Radio - Apple trying to move production out of China Radio - The US Dollar showing no signs of losing top status

Charts and Markets - Bob Hoye - A great mania in real estate erupted with the financial bubble and will likely be followed by a lengthy decline. Previous post-bubble contractions have prevailed for some twenty years, with the usual 3 to 4-year business cycle coming and going. The following chart shows the outstanding rally in the S&P Real Estate Sector peaked in […]

November 18th, 2022 | Has the US Dollar Topped Out? Radio - Massive layoffs sweeping the US Radio - Energy, Interest Rates, Hyperinflation Radio - Nuclear, Coal, Wind, and Solar Power

October 28th, 2022 | Choppy Markets But Precarious Radio - Xi’s hard line regime chasing investors from China Radio - Is it time to start buying Gold Miners? Radio - No recession in the super yacht business
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