Viewing articles by Bill Holter

Posted by & filed under Bill Holter.

Dear CIGAs, The action in nearly all markets worldwide changed on a dime since January 1st. I am not sure “what or why” the change coincided so closely with the calendar year but the rate hike by the Fed is the leading candidate. As for the real global economy, there is certainly evidence the weakness… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Thank you all for your questions!  We have received over 100 of them in the first 20 minutes after posting the request.  Please save your questions for the next session as we have more than enough and some are quite excellent and timely.  Thank you for your overwhelming response! Standing watch,Bill Holter

Posted by & filed under Bill Holter.

Dear CIGAs, Japan announced negative interest rates Friday which caused a bounce in Europe and then in the U.S.. It is as if “they saved the world”! I have just a couple of comments before digging in to this, first, “why didn’t someone think of this before” and “if it were only this easy!”. Last… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Every once in a while it is a good thing to review something we already know and have known for quite a while. What we’re talking about are derivatives and the very basics of how they work… or not. We have seen massive volatility since the Fed raised rates last month. The humor… Read more »

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 »