Added to
Web Date |
SUBJECT |
Author
Date |
| Dec 24-07 |
AUDIO Interview with Bob Hoye Bob Hoye's Christmas Show Bob has a great present for us this
year... settle in and enjoy! Note:
If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Dec 21-07 |
| Dec 14-07 |
AUDIO Interview with Bob Hoye Wand For Sale: Needs Work Markets realize central banks just don't
get it... and inflation creeps up again! Note:
If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Dec 14-07 |
| Dec 10-07 |
AUDIO Interview with Bob Hoye Train Wreck Postponed For Christmas... Maybe Possibility of rate
cuts has the market in a festive mood... can it last? Note:
If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Dec 7-07 |
| Dec 1-07 |
AUDIO Interview with Bob Hoye Bernanke, Paulson & Co. intervene again... and the market loves it! Note:
If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Nov 30-07 |
| Nov 23-07 |
AUDIO Interview with Bob Hoye Markets aren't healthy, but Bob has a couple of models he wants us to
meet! Note: If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Nov 23-07 |
| Nov 17-07 |
AUDIO Interview with Bob Hoye The Great Credit Train Wreck continues as central bankers keep
scratching their heads... Note: If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Nov 16-07 |
| Nov 9-07 |
AUDIO Interview with Bob Hoye Bad news compounds as more financial giants come clean on writedowns...
bonds wilt and markets slump. Note: If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Nov 9-07 |
| Nov 6-07 |
BOB HOYE Signs Of The Times PDF
MARKETS HAVE HAD A COUP de WHISKEY (Partial reprint of the Nov 1st Pivotal Events) |
Nov 1-07 |
| Nov 6-07 |
CREDIT IS THREE-DIMENSIONAL PDF
Bob Hoye The Fed has little influence on the curve, or credit spreads, and the concept of a national credit market is nonsense. |
Oct 30-07 |
| Nov 2-07 |
AUDIO Interview with Bob Hoye Subprime bonds the latest victim "...at least the loonie is doing
okay!" Note: If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Nov 2-07 |
| Oct 20-07 |
AUDIO Interview with Bob Hoye Something Illiquid Hits The Fan "Markets fall as treasuries and
oil rally and credit problems continue. Yep... must be October!" Note: If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Oct 19-07 |
| Oct 12-07 |
AUDIO Interview with Bob Hoye Exhausted in Shanghai "The FXI tops out, the
BDIY hits a record, and RIM peaks! Bob tells us what it means." Note: If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Oct 12-07 |
| Sep 7-07 |
THE ROPESPINNER CONSPIRACY Bob Hoye PDF
The Ropespinner Conspiracy is a novel by Michael M. Thomas, a former investment banker who writes enjoyable novels about high finance. The title relates to Lenin’s observation the “Capitalism will sell us the
rope with which we hang it”. Published in 1987 the story is about a brilliant but insidious Soviet conspiracy to infiltrate the U.S. banking system and corrupt it to its own destruction. |
Sep 6-07 |
| Sep 7-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times: A credit expansion will eventually become irresistible to the point where “everyone” is fully exposed to the hazard of falling prices. Then going the other way, when weakening prices
reveal the loss of phoney liquidity, it eventually impacts all aspects of credit. The next hit on the schedule will be to long-dated treasuries and that will be another downer for the stock market. |
Aug 30-07 |
| Aug 22-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times:
Over the past week, the latter (Financial Markets) have taken another dramatic step towards a cyclical credit contraction. Despite conventional wisdom, credit contagion has disturbed two other bastions of
complacency. |
Aug 16-07 |
| Aug 13-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times:
It is important to discredit (scary connotation) the very popular notion that it was “liquidity” that was driving the markets and prosperity. Actually, as history so frequently shows, the mechanism works the
other way – soaring prices stimulate
leverage, which is a practical but impolite word for credit expansion. |
Aug 02-07 |
| Aug 6-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times:
Those armed with interventionist theories rather than with the evidence of financial history seem compelled to deny a natural turn towards a credit contraction, when its time has come. |
Jul 26-07 |
| Jul 30-07 |
BOB HOYE PDF
The Unholy Trinity:
Financial innovations to create credit out of thin air are always tempting but it takes a truly reckless culture to make it a tool of policy makers. |
Jul 23-07 |
| Jul 16-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times:
Last week the BIS published an overview on the financial markets that was meant to be sobering and, as belated as it is, sobriety is the usual consequence to “Rational Exuberance”. So far sobriety has been
selective. |
Jul 5-07 |
| Jul 9-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times: The notion is that with the Fed managing things “nothing can go wrong”. Ironical as it is, the resultant
confidence increases the amount of risk carried. |
Jun 28-07 |
| Jul 2-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times:
This reminds of the old observation that in a contraction it can be difficult, if not impossible, even for AAA ratings to obtain loans, while in a boom it’s impossible for any credit to refuse a loan. |
Jun 20-07 |
| Jun 4-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times:
The theory and practice of policymaking over the past 100 years has been corrupt and in ascendancy only because it transfers inordinate power and wealth to the state. That this is done through relentless
currency depreciation is well known. |
May 24-07 |
| May 28-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times:
The full understanding of credit and its cycles has been provided by the Austrian School of Economics. Its leading exponent has been Ludwig von Mises and some of his comments bear witness to today's one-way
excesses. |
May 17-07 |
| May 21-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times:
A piece in WSJ.com on April 30 provided an outstanding review of over-employed leverage, or as it is euphemistically called – liquidity. |
May 10-07 |
| Jun 22-07 |
"Trouble in the Credit Markets" Podcast Interview of Bob Hoye by Phil Mackesy at Howestreet.com
www.howestreet.com/index.php?pl=/goldradio/index.php/mediaplayer/620
Note: If the link above does not work, HoweStreet.com archives their Audio/Video files here: www.howestreet.com/audiovideo/ |
Jun 20-07 |
| Jun 19-07 |
"Rational Exuberance" Podcast Interview of Bob Hoye from London England by Dominic Frisby of Commodity Watch Radio
www.minesite.com/webcasts/commodity_watch_radio.html
Also published on their sister site:
http://commoditywatch.podbean.com/2007/06/13/bob-hoye-and-capital-gold/ |
Jun 7-07 |
| Jun 6-07 |
CHARTWORKS Ross Clark PDF
Uranium Stock Consolidations Now in Full Force While Canadian investors have been very familiar with the price action in uranium and the related stocks over the past few years it only became a front
page item in the US during March/April of 2007. |
Jun 4-07 |
| Jun 5-07 |
PIVOTAL EVENTS Bob Hoye PDF
Stock Market: Lately our theme has been that “Rational Exuberance” would conclude the bull market. Other than spoofing Greenspan’s exclamation of December 1996, the term is meant to explore the rational
nature of great financial events. |
May 30-07 |
| Jun 5-07 |
CHARTWORKS Ross Clark PDF
Gold – Updated Technicals Gold is having a difficult time clearing through resistance since breaking out of the symmetrical
triangle in January. The lid at $690 is proving to be more formidable than
expected. Various support levels are evident, but $635 appears to be the most important. |
May 30-07 |
| Jun 5-07 |
CHARTWORKS Ross Clark PDF
T-Note Yields on the Rise For the past five years we have been displaying the following chart that correlates the inverse action of
interest rates now verses twenty-two years ago. We are currently in
the early stage of another time window (green arrow) where a well defined increase in long rates should be expected. |
May 30-07 |
| Apr 24-07 |
PIVOTAL EVENTS Bob Hoye PDF
Stock Market: "The huge zoom that prompted a cluster of “upside exhaustion” readings in February continues to be the salient feature. These readings had not been seen since 1Q 2000, which then suggested
the possibility of a cyclical peak for the stock market." |
Apr 19-07 |
| Mar 8-07 |
A CLASSIC MARKET BREAK Bob Hoye PDF
...Perhaps much of the initial panic is in the markets and, while some relief is possible, the overall action seems to be on a path that in the past has led to a liquidity crisis. |
Mar 5-07 |
| Mar 6-07 |
STOCK MARKET AND CREDIT CONTAGION ? Bob Hoye PDF
The February 12 ChartWorks (below) reviewed the "Pi Cycle", which called for a spike in the leading components of the boom running up to around February 26. The key to this is the zoom and then break. |
Feb 27-07 |
| Feb 27-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times: " After Subprime: Lax Lending Lurks Elsewhere" WSJ, February 20/07 The article reviewed some research by UBS that notes that the downturn in the sub-prime mortgage market was "marked
by an unexpectedly large number of early defaults", by which borrowers stop paying shortly after getting their mortgages. |
Feb 22-07 |
| Feb 27-07 |
PIVOTAL EVENTS Bob Hoye PDF
Signs Of The Times: " The number of [residential] foreclosures jumped 18% in the last half of 2006 – with as many as 100 homes going on the block each week in both Brooklyn and Queens." The New York Daily
News, February 12/07 |
Feb 15-07 |
| Feb 27-07 |
CHARTWORKS Ross Clark PDF
The 8.6 Year Cycle, TSX, Canadian Dollar & Precious Metals Stocks |
Feb 12-07 |
| Dec 28-06 |
GOLD EXPLORATION PDF
This updates the study dated September 19, 2006, that concluded that gold's real price was close to bottoming and that the gold sector should be aggressively bought. |
Dec 22-06 |
