Viewing articles by Bill Holter

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 »

Posted by & filed under Bill Holter.

Dear CIGAs, This week shapes up as one which could go down in the history books! Markets last week were tumultuous from weak equities, illiquid credit markets, FOREX markets in disarray and commodities hitting the skids …yet the Federal Reserve is intent on hiking rates? Have they taken this position because the markets are strong?… Read more »

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Dear CIGAs, Many situations around the world now look to be coming to a head. Geopolitically the East/West push and pull has heated up in the Middle East. Iraq now looks to be pivoting toward Mr. Putin and Russia and away from the U.S.. Turkey’s recent shoot down of a Russian plane also turned up… Read more »

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Dear CIGAs, So what exactly happened last Thursday? The markets (including the dollar) crashed …and this was not supposed to happen? It’s actually quite easy to understand if you see what they did was “only a test” … Do you understand what I mean when I say a “test”? I will explain shortly but first,… Read more »

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Dear CIGAs, Before getting to the real point of the title “Policy error or on purpose?”, it needs to be pointed out the entire financial system is a “policy error”. We live in a world where even the real economy is increasingly run via central planning. As for the financial side of the coin, central… Read more »

Posted by & filed under Bill Holter.

Dear CIGAs, Over the Thanksgiving weekend I received over 1,000 e-mails in total, many suggesting potential topics to talk about. We’ll talk about several topics on the surface, each one obvious in their own right. First, I have been asked to speak about “climate change” as that is the current topic today for the world… Read more »

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Dear CIGAs, It has been said “truth” is a funny concept. What is truth to one may not be to another because opinions vary from one person to another. “Truth” in this context consists of one’s opinion or point of view. By this definition truth can be altered, changed or even “made”. For example, the… Read more »

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Dear CIGAs, The Fed made an announcement Friday they will be holding an “expedited, closed meeting” on Monday.  This is very strange indeed.  First, aren’t all meetings “closed”?  And how often do they hold “expedited” meetings.  When I first heard this my mind started to turn toward “why”?  Why would they have the need to… Read more »