Viewing articles by 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 »

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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 »

Posted by & filed under Bill Holter.

Dear CIGAs, This is the ONLY interview I have ever requested because the credit collapse is in progress! Please take the time to listen. Standing watch, Bill Holter Holter-Sinclair collaboration Comments welcome! bholter@hotmail.com

Posted by & filed under Bill Holter.

Dear CIGAs, I recently had a long and very interesting conversation with John Embry of Sprott Resources. It is always good to speak with him as I consider him one of the five sharpest economic/precious metals minds I know of and certainly value his opinion. John’s name came up a couple of days ago when… Read more »