Viewing articles by Bill Holter

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You gotta love Grannies with guns! Bill What’s not to love? Grannies with guns. JB   JB, It’s about to get really good! Bill Federal Court Orders Discovery on Clinton Email, Benghazi Scandal: Top Obama-Clinton Officials, Susan Rice and Ben Rhodes to Respond to Judicial Watch Questions Under Oath January 15, 2019 Seven Other Top… Read more »

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Bill Holter’s Commentary …because rates are so exorbitantly high! Yellen: The Fed may be done with rate hikes for this cycle 🙄🤦‍♂️ pic.twitter.com/IkWkTuTGu4 — Sven Henrich (@NorthmanTrader) January 14, 2019 Bill Holter’s Commentary Global recession has arrived, any questions? Collapse In Global M1 Signals A Worldwide Recession Has Arrived January 14, 2019 By now everyone… Read more »

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Bill Holter’s Commentary More evidence of the credit markets not working correctly. U.S. Federal Reserve may need to backstop repo market: BAML January 11, 2019 NEW YORK (Reuters) – Extreme volatility in a key funding market for banks as 2018 came to a close should serve as evidence that the U.S. Federal Reserve ought to… Read more »

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CIGA Alex sends us the trading history of the last two bear markets.                   Bill, No need to read between the lines. The storm is in view. It will be nothing you have seen before. Cognitive dissonance and wilful ignorance are your enemy. Time is running out… Read more »

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Bill Holter’s Commentary Debt doesn’t matter…until it does! Visualizing the Snowball of Government DebtJanuary 7, 2019 Over the last five years, markets have pushed concerns about debt under the rug. While economic growth and record-low interest rates have made it easy to service existing government debt, it’s also created a situation where government debt has… Read more »

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Bill Holter’s Commentary Tight liquidity illustrated… S&P liquidity has been trash all year pic.twitter.com/dXtH4PHNZQ — THE LONG VIEW  ⚫️ (@HayekAndKeynes) January 3, 2019 9/11: Finally the Truth Comes Out? January 4, 2019 Paul Craig Roberts Although the United States is allegedly a democracy with a rule of law, it has taken 17 years for public… Read more »

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CIGA Kevin regarding liquidity tightness. Bill Factors Affecting Reserve Balances of Depository Institutions Still on track Fed sold off about $7B of Treasuries and $7B Mortgages in latest week ending January 2- basically on track at $60B per month. Factors Affecting Reserve Balances of Depository Institutions (continued) Reverse Repo’s of $14B sterilized the QT by… Read more »