Viewing articles by Bill Holter

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 »

Posted by & filed under Bill Holter.

Dear CIGAs, 2015 was a very interesting year in its own right, the way it finished was even more interesting.  As the year progressed we saw global trade, GDP and earnings weaken significantly.  We saw unprecedented rhetoric geopolitically while central banks and sovereign treasuries became suspect from both credibility and in some cases solvency points… Read more »

Posted by & filed under General Editorial.

Dear CIGAs, As we wind up the year, let’s first briefly look at where we are and then wrap up with a most very basic concept “it is hoped” you will never see …until it’s too late?  Before getting started I would like to apologize to readers as apparently the “political correctness” exchange between Harry… Read more »

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 »