Viewing articles by Bill Holter

Posted by & filed under Bill Holter.

Dear CIGAs, Merry Christmas, Happy Hanukah, happy holidays whatever your faith or no faith may be!  We have become a “politically correct” society where people get offended for the most ridiculous, or should I say “we are told” to be careful what we say or do because we might offend someone. A reader sent me… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Normally it’s not a good idea to write about the same subject twice in a row because not much can be added and reader boredom sets in. What happened last Wednesday deserves another look because I believe it marked a huge pivot point and very few are even talking about it. Last Wednesday… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Wednesday morning before the Fed announcement, a reader sent me this: “It is Janet Yellen’s turn to stoke the fire and evidently her news today of a rate increase has stoked the stock market fire to the tune of the Dow rising 138 points 10 minutes in. It has the feeling of being… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, This week shapes up as one which could go down in the history books! Markets last week were tumultuous from weak equities, illiquid credit markets, FOREX markets in disarray and commodities hitting the skids …yet the Federal Reserve is intent on hiking rates? Have they taken this position because the markets are strong?… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Many situations around the world now look to be coming to a head. Geopolitically the East/West push and pull has heated up in the Middle East. Iraq now looks to be pivoting toward Mr. Putin and Russia and away from the U.S.. Turkey’s recent shoot down of a Russian plane also turned up… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, So what exactly happened last Thursday? The markets (including the dollar) crashed …and this was not supposed to happen? It’s actually quite easy to understand if you see what they did was “only a test” … Do you understand what I mean when I say a “test”? I will explain shortly but first,… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Before getting to the real point of the title “Policy error or on purpose?”, it needs to be pointed out the entire financial system is a “policy error”. We live in a world where even the real economy is increasingly run via central planning. As for the financial side of the coin, central… Read more »