Viewing articles by Bill Holter

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 »

Posted by & filed under Bill Holter.

Dear CIGAs, Over the Thanksgiving weekend I received over 1,000 e-mails in total, many suggesting potential topics to talk about. We’ll talk about several topics on the surface, each one obvious in their own right. First, I have been asked to speak about “climate change” as that is the current topic today for the world… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, It has been said “truth” is a funny concept. What is truth to one may not be to another because opinions vary from one person to another. “Truth” in this context consists of one’s opinion or point of view. By this definition truth can be altered, changed or even “made”. For example, the… Read more »

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Dear CIGAs, The Fed made an announcement Friday they will be holding an “expedited, closed meeting” on Monday.  This is very strange indeed.  First, aren’t all meetings “closed”?  And how often do they hold “expedited” meetings.  When I first heard this my mind started to turn toward “why”?  Why would they have the need to… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, No matter how you look at it, the global economic pie is shrinking. One might be able to argue this is not so based on individual statistical reports issued by various nations. The problem though is this, many reports do not line up with real world reports. For instance, how can “retail sales”… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, This past Friday the BLS released another “whopper” set of employment numbers. The economy supposedly created 271,000 new jobs. I was fortunate to be able to speak with John Williams (I encourage you to subscribe to his service at www.shadowstats.com) and asked him two questions. First, with the current backdrop of an extremely… Read more »