In The News Today

Posted at 4:39 PM (CST) by & filed under In The News.

Bill Holter’s Commentary

No commentary necessary…

Amazon And Costco Are Selling Emergency Kits That Can Feed A Family For A Year — And It Reveals A Disturbing New Normal In America
March 10, 2018

Americans preparing for anything from a hurricane to “an emergency of Biblical proportions” can find what they need to survive on Costco and Amazon.

The retailers are selling a variety of emergency survival kits, some of which can feed a family of four for up to a year.


Options at Costco include a $5,999.99 kit containing 600 cans of food designed to feed four people 12 months, based on a per-person diet of 2,000 calories a day. Costco’s cheapest kit, at $999.99, contains 96 cans and can feed one person for a year on a diet of 1,200 calories a day.

The kits contain freeze-dried broccoli, green beans, corn, dehydrated apples, and other grains and proteins that have a shelf life of up to 30 years.


Bill Holter’s Commentary

Interesting article!

Gavekal Research CEO: China Is Leading A Once-In-A-Generation Shift To Inflation
March 8, 2018

At the Strategic Investment Conference 2018, Louis Gave, co-founder and CEO of Gavekal Research, talked about “game-changing policy shifts” and massive social changes that are underway in China.

One of the most notable changes is Xi Jinping’s effort to pull the Chinese economy away from pollution-heavy industries. Cement, steel, and textile industries are under pressure—they are forced to cut back production and reduce supply.

The president of the People’s Republic of China initiated the new policies a couple of years ago, said Gave. Now the reform is intensifying.

The China-style “supply-side reform” is exposing an inherent contradiction in our thinking. We believe central banks can always inject liquidity and companies can always get more efficient.