Viewing articles by Bill Holter

Posted by & filed under Bill Holter.

Dear CIGAs, As a rule I try not to comment all that much on politics because it is such a polarizing topic. No matter what I could say one way or the other, “politics” will turn some normally placid folks into rabid trolls. That said, what we are witnessing now has never happened before in… Read more »

Posted by & filed under In The News.

Bill Holter’s Commentary Maybe the real question is whether they will be an independent entity “this year”? Deutsche Bank Tumbles After CEO Says Bank Won’t Be Profitable This YearSubmitted by Tyler Durden on 03/16/2016 08:12 -0400 Back in January, Deutsche Bank reported what were variously described as “horrible,” “grim” results. The net loss for 2015… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, “There is a tide in the affairs of men, Which taken at the flood, leads on to fortune. Omitted, all the voyage of their life is bound in shallows and in miseries. On such a full sea are we now afloat. And we must take the current when it serves, or lose our… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, A very curious thing happened overnight in Japan, trading in their 10 year bonds was briefly halted. This was the result of a selloff that pushed yields from minus .10% up to minus .015%. The price move in the bonds was only .6%, so not a huge move but the circuit breakers were… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Over the last three weeks, U.S. equity markets have recovered and are now more overbought than any time since 2009. While this is the case with equities, it is not the case with high yield debt. As I have said many times before, credit analysts actually look under the hood to discern the… Read more »

Posted by & filed under Reader Q&A Talks.

Dear CIGAs, Bill Holter and Jim Sinclair sat down and answered reader’s questions in their second Q+A session. Topics discussed were the ESF and monetization of debt, negative interest rates and the possibility of a cashless society, hyperinflation, derivatives, and of course gold and silver. Other topics included the state of politics in the U.S…. Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, No doubt the financial and economic stresses are building. Without even looking at the various and very weak economic reports, talk of and implementation of “negative interest rates” should tell you all you need to know. We looked at this last G-20 meeting as a possible venue for some type of concerted action… Read more »