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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.

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

October 7th, 2022 | Problems in Bond Land Radio - Just how safe is your pension? Radio - Gold, US Dollar, Bonds, Inflation

September 29th, 2022 | Worst Treasury Rout in Decades

Charts and Markets - Bob Hoye - Indeed, whether looking at price or yield, there has been panic-selling which has been feeding upon itself. News or opinion sites that pay little attention to interest rates posted a piece on the alarm and another on “Inflation”, which is the obvious explanation. Radio - Frugal is the new “cool” in China Radio - World’s hottest housing markets facing painful reset Radio - Does The Fed want you to lose your job?

Charts and Markets - Bob Hoye - After being arbitrarily accommodating, then in a relatively sudden fit of increasing administered rates, is the current Fed Chair, Powell, trying to replicate Chairman Volcker’s “success” in ending inflation in 1980? Perhaps, but since the Fed opened its doors in 1914 the US dollar is only worth, well, 3 cents on the dollar – which […] Radio - Polish homeowners lining up for days for winter coal

Charts and Markets - Bob Hoye - It seems that a severe financial contraction could materially reduce China and Russia’s totalitarian ambition. And as the urge for political reform is being threatened, loss of funding for deliberate mayhem could be in the “nick of time”. As they occurred in the senior economy, there has been three great experiments in authoritarian government that […] Radio - Is Uganda sitting on the world’s biggest gold deposit? Radio - Europe’s Energy woes see record power prices

Charts and Markets - Bob Hoye - As an historian of governments going from authoritarian to the even more regrettable totalitarianism, one wonders “Why?” harm agriculture. Sadly, that governments get into the mode of declaring war on countries as well as upon their own citizens can be criticized, but no amount of research can explain why. Radio - Could ditching neckties save energy?
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