Viewing articles by Bill Holter

Posted by & filed under Bill Holter.

Dear CIGAs, My last piece was quite long and involved, some liked it and "got it", others not so much. The breaking of confidence was the point I was trying to get to. I intend to try again with this writing but from a different viewpoint. Today, rather than continuing to hammer away at the… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, It is obvious to anyone with eyes to see, "power" is shifting from West to East.  China is the leader, the epicenter of the East and of course they are the ones "hoovering" up the lion’s share (along with India)of global gold production.  The following map was sent to me by a friend,… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Global markets are changing drastically and showing volatilities like we saw back in late 2008.  I am not talking about stock markets, it is the debt and currency markets that are schizophrenic.  Oddly, even after all of the various Western "QE’s", liquidity suddenly looks like it is drying up.  A great article as… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, You really have to wonder how it is that so much is going on all around us yet almost nothing is being reported by the mainstream press.  I know it is hard to do, but imagine yourself 20 or 30 years ago, could what is currently happening ever be “slept through” as it… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Rather than write about the economy, the markets or geopolitics, today let’s look at something a little different.  It’s important every once in a while to step back and take in the big picture because we are all guilty of getting too close or “finite” if you will.  We fight the daily battles… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Jim has asked me to review “G.O.T.S.” (Get Out of The System) with you and comment on it. From a timing standpoint, I can tell you he is as adamant as I’ve ever seen, now, RIGHT NOW you must exit the system! You will not be afforded the opportunity if you are even… Read more »

Posted by & filed under Bill Holter.

Dear CIGAS, The title is of course a little misleading because China has many options, none of which except one in my opinion will actually work.  Options to what exactly you ask?  Options to a collapsing global economy and an imploding financial system which will surely affect China as much as anywhere else, but with… Read more »