Viewing articles by Bill Holter

Posted by & filed under Jim's Mailbox.

Bill/Jim, Shut downs are echoing. JB USPS Suspends “Delivery Guarantee” On Mail To China As Shipping Industry Faces Global DisruptionFebruary 12, 2020 The United States Postal Service (USPS) announced on Monday that it will be “temporarily suspending the guarantee on priority mail express” destined for China and Hong Kong because of airline and air freight… Read more »

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Bill Holter’s Commentary David Rosenberg “smells a rat”! David Rosenberg: This Turbocharged Debt Cycle Will End Miserably — It’s Just A Matter Of WhenFebruary 7, 2020 It is clear that it would have been a very hard sell a year ago that every single risk-on asset class from equities, to corporate bonds, to commodities would… Read more »

Posted by & filed under In The News.

Bill Holter’s Commentary So, copper is worth less now than in 2008? Really? What does that say? Bill Holter’s Commentary What does this mean? 2019 Worst Year for Air Freight Demand Since 2009February 5, 2020 Geneva – The International Air Transport Association (IATA) released full-year 2019 data for global air freight markets showing that demand,… Read more »

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The definition of a rabbit hole? Courtesy of JB. Bill BREAKING: Treasury Dept Hands Over Highly Sensitive Financial Records About Hunter Biden to Expanding GOP Senate ProbeFebruary 6, 2020 GOP Senators Grassley (IA) and Johnson (WI) this week requested the official travel documents of Hunter Biden from the US Secret Service. The Senators are expanding… Read more »

Posted by & filed under In The News.

Bill Holter’s Commentary Yes, free and fair markets indeed? JPMorgan’s Role in Metals Spoofing Is Under U.S. Criminal ProbeFebruary 5, 2020 U.S. authorities that accused six JPMorgan Chase & Co. employees of rigging precious-metals futures are building a criminal case against the bank itself, two people familiar with the situation said. The previously unreported investigation… Read more »

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Bill Holter’s Commentary Mr. Macleod proves out Sir Richard Russell’s “INFLATE OR DIE”! Irrational Fears Of DeflationJanuary 23, 2020 The benefits of a deflation of prices brought about by a combination of sound money and markets free from government intervention have been demonstrated to be the best economic environment, the denial of which in favour… Read more »

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Jim/Bill, This chart should scare the Bejeezus out of everyone. What if a company like Apple quietly bought back 95% of it’s shares? What do you think the price would be? Now just imagine, if after they surreptitiously bought back these shares, they suddenly announced a radical innovation in technology that they developed? Something that… Read more »

Posted by & filed under Bill Holter.

We have been harping on the question “are you prepared?” for years. We have asked if you were prepared financially, mentally, physically, and with your maker? The potential boogeyman as we suggested could come from anywhere or any angle but the end result would affect the economy and thus finance (credit) and would then spill… Read more »