Viewing articles by Bill Holter

Posted by & filed under Bill Holter.

Dear CIGAs, There can be little contention the world is experiencing an economic slowdown.  The problem is this; the slowdown is occurring at a time when credit levels have never been higher than they are today.  The logic is simple, less activity, less turnover, less velocity of money with such high levels of debt make… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, What a tangled web the global geopolitical situation has become.  Geopolitics and finance have always been interrelated but recently much more so.  As many readers know, I have speculated we would be hit over the head with a “truth bomb” from the East and most likely from Mr. Putin himself.  Just this week… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, “Someone is lying?” is a humorous title because in today’s world this could pertain to nearly anything.  In this case I am speaking of the Dallas Fed and the banks they oversee.  As you know, Zerohedge wrote last Friday of the Dallas Fed.  They said the Fed had “issued guidance” to the banks… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, This is the ONLY interview I have ever requested because the credit collapse is in progress! Please take the time to listen. Standing watch, Bill Holter Holter-Sinclair collaboration Comments welcome! bholter@hotmail.com

Posted by & filed under Bill Holter.

Dear CIGAs, I recently had a long and very interesting conversation with John Embry of Sprott Resources. It is always good to speak with him as I consider him one of the five sharpest economic/precious metals minds I know of and certainly value his opinion. John’s name came up a couple of days ago when… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Those who have been reading my work for any length of time know I have been adamant we would someday face a “global margin call”.  I believe this call was issued last week!  No matter how you look at the world, whether financially, geopolitically, macro, micro or whatever …what underlies everything in our… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Based on the title, you might be guessing “who said what”?  It could be thought we are discussing one of the many ridiculous quotes by Jim Cramer.  His latest was a rant about how our market should not be down this morning “because” North Korea allegedly lit off and tested a nuke.  He… Read more »