Viewing articles by Bill Holter

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Bill Holter’s Commentary As we have been stressing for several weeks, economic contraction due to slack demand and supply chain issues. Central banks do not have a tool to create an antidote, nor can they “print” people back to work. Be assured, there will be credit market ramifications, and we all know it is all… Read more »

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Bill Holter’s Commentary In the best interest of our country or not? And why would it need to be secret? Source: Democrat Senator Held Secret Meeting In Munich With Iranian Foreign Minister ZarifFebruary 17, 2020 Sen. Chris Murphy of Connecticut and other Democratic senators had a secret meeting with Iranian Foreign Minister Mohammad Javad Zarif… Read more »

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Bill Holter’s Commentary And this was BEFORE the coronavirus… Largest Shipping Decline Since 2009 and That’s Before CoronavirusFebruary 18, 2020 The January Cass Freight Shipping Index is more bad news for the global economy. The Cass Freight Shipping Index is down 9.4% year-over-year, the largest decline since 2009. And this is for January, before the… Read more »

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Jim/Bill, Telegraphing what’s to come. The “Golden Swan”? “Of course, dumping US Treasuries would impede China’s economic growth if dollar assets were sold and converted back into renminbi (which would appreciate). But China could diversify its reserves by converting them into another liquid asset that is less vulnerable to US primary or secondary sanctions, namely… Read more »

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Bill Holter’s Commentary The latest from John Williams’ www.shadowstats.com – January 2020 CASS Freight Index Dropped by 9.4% (-9.4%) Year-to-Year– Current, Deepening Annual Declines in Freight Activity Increasingly Resemble the Onset of the Great Recession– Deepening Annual Declines in Freight Activity Are Not Consistent With a Booming Economy– They Also Do Not Support FOMC Claims… Read more »

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Bill Holter’s Commentary Have SIRI? Or Alexa? Or even just a “smart” (dumbass) phone that you keep in your pocket? They know whether or not you’re regular or just have gas…Then they check your credit card to see what you had for supper last night? Don’t believe it? Siri is Now Refusing to Say the… Read more »

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Bill,  Here’s the original broadcast for 1965. That’s right — 55 years ago! Denny …and 100% spot on today! Bill