Viewing articles by Bill Holter

Posted by & filed under Bill Holter.

To all readers, I am back from travelling and my inboxes have swelled to nearly 2,000 e-mails. I try to reply to e-mails as long as they are courteous and logical but I cannot dig out from under this backlog. Please know that your e-mail will be read today but if you sent anything to… Read more »

Posted by & filed under In The News.

Bill Holter’s Commentary The last two times this divergence widened to extremes, bear markets soon followed. Will this time be any different? I would only add this; the divergence is also greater than anything we have seen since 1960.  Will this speak to severity of the coming recession? The Eroding Purchasing Power Of The Dollar… Read more »

Posted by & filed under In The News.

Bill Holter’s Commentary I’m not sure but I don’t think I have heard about this story on CNBC news? Is it not newsworthy of the highest order? Exclusive: China Taking First Steps To Pay For Oil In Yuan This Year – Sources March 29, 2018 HONG KONG/BEIJING (Reuters) – China is taking its first steps… Read more »

Posted by & filed under In The News.

Bill Holter’s Commentary We tend to agree with much of this. Miners with proven metal in the ground will rise like a Phoenix from the ashes of a completely smoked financial system…based on paper and debt as the foundation. Remember, in a system where someone else’s debt is your asset, your asset is only as… Read more »

Posted by & filed under Jim's Mailbox.

Kevin W. sends us some non coincidental news on China’s CIPS! Bill Bill/Jim, “The Phase 2 of RMB Cross-border Interbank Payment System (CIPS) was launched for pilot operation in ten domestic and foreign banks simultaneously on March 26th, 2018 (notice the date is same as INE Yuan settled Oil Futures in Shanghai) As such, the operating hours of CIPS… Read more »

Posted by & filed under Jim's Mailbox.

Bill/Jim, This story proves that you can ban Guns, but, people, who are intent on harming others, will just change weapons. The problem is not weapons, it is the person. Dave London Murder Rate Is HIGHER Than New York’s For The First Time Ever After TWELVE Killings In Just 19 Days April 1, 2018 London’s… Read more »

Posted by & filed under Bill Holter.

Bill Holter’s Commentary John Williams with real numbers once again… – Fourth-Quarter 2017 Gross Domestic Product GDP Annualized Real Growth Revised to 2.89% (Previously 2.54%), Down from 3.16% in Third-Quarter 2017 – Fourth-Quarter Gross Domestic Income (GDI), Theoretical GDP Equivalent, Slowed to 0.87% from 2.44% in Third-Quarter – Fourth-Quarter Gross National Product (GNP), Broadest Measure… Read more »

Posted by & filed under General Editorial.

Bill Holter’s Commentary As we have cautioned, it is all about “credit”. Rising rates on a debt monster is a death sentence! How Many Trillions In Debt Are Linked To Soaring LIBOR? March 30, 2018 Over the past month as Libor continued its relentless upward creep and is now higher for 37 consecutive sessions, the… Read more »