Posts Categorized: Bill Holter

Posted by & filed under Bill Holter.

 I wrote “Crash Alert!” on Dec. 12, a little over a month ago. Please re read this so we don’t have to go over the nuts and bolts here.  Since then, we watched equity markets all over the world take a dive into year end where most finished in bear market territory.  As the new year started, we have seen equity markets bounce to relieve the vast oversold conditions.  I believe the “dead cat” bounce phase has now run its course and the selling will resume shortly and into an outright panic mode.
 Over the last month we have learned more regarding the real economies, very little of it good.  The most important areas of weakness are trade and real estate volume/price weakness worldwide.  Both of these are in confirmed downtrends and both are lynchpins to the financial system.  Trade, because it provides “cash flow”, and real estate not only because it is a global asset of “wealth” but more importantly because real estate is COLLATERAL.  This last point is very important because “collateral” to the banking (financial) system is now smaller than it was 6+ months ago when it was already too thin.  Remember, higher rates had already directly affected bonds (collateral), now real estate is an obvious symptom of weakness and collateral shrinkage.

Posted by & filed under Bill Holter.

A late Christmas present for those desiring the rule of law!

Interesting that the most looked up word via Webster’s this year was “justice”.  Please watch the second video if you desire the rule of law and would like a late Christmas present!  We will know very shortly whether true or not but it looks like “treason” or maybe even “pedophilia” will be Webster’s word of the year for 2019?

https://www.merriam-webster.com/words-at-play/word-of-the-year-2018-justice

https://beforeitsnews.com/v3/blogging-citizen-journalism/2018/2604551.html

Bill

Posted by & filed under Bill Holter.

This is my last article of the year as I need a little R and R. There are a couple interviews already done and will be posted when we receive a link. We will be doing our weekly call for subscribers on weekends as usual. A very golden 2019 is in store!

Bill

Is This A Joke?
December 20, 2018

As the year comes to a close, we all look back and reflect on what happened, what didn’t, and what should or should not logically happen in the future. During some recent reflection, I could only laugh and finished my thoughts by thinking “is this a joke”?

We all (even the brain dead) know something has seriously changed in our financial markets. Emotional thought has morphed from buy the dip to sell the rip. In other words, fear is now in the process of replacing greed as the prevailing sentiment. But why? What has changed?

Specifically, the “clock” is finally running out. I am of course referring to debt and the (in)ability to service it. The Great Financial Crisis was brought about by too much debt and was reacted to by administering even more debt as the fix. This little tidbit is outright history but now forgotten in less than a decade. QE was put forth as something “new” when in fact it was only a fancy name for debt monetization which has been tried hundred’s of times in the past with the very same result each time …destroyed and worthless pieces of paper called currency. The only difference in today’s world is currencies now are predominantly digital rather than pieces of paper.

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Posted by & filed under Bill Holter.

This article was held for 48 hours for our subscribers.

Bill

People continually ask “when” will it happen? For the last 6 months we have responded “it is happening right before your very eyes”! In fact, as of this morning 52% of global markets are now down over 20% from their highs and qualifying as bear markets. Please understand the financial backdrop these weakening markets are falling into. Bluntly, the world is facing a giant margin call that cannot be met.

Liquidity had become extremely tight even as markets made their high water marks. It is this lack of liquidity which threatens to become a self reinforcing flash crash to hell via margin calls. “Don’t worry” they say, central banks will come to the rescue. There is one fundamental problem with this line of thought, the value of the issued currencies themselves. There is zero mathematical way to service and pay off current debt with current currency values … currencies must be massively printed and thus devalued if they are to pay off the mountains of debt! Central banks created the problem, they will not be the solution. Rather, their demise will be part of the solution.

Looking at the backdrop that a revolving door of “buy the dip(pers)” on CNBC assure us is the right thing to do, the list is many and for the most part the issues are carved in stone. Obviously number one on the list are the levels of consumer, corporate, state and sovereign debt. By any measure, we have never been at current levels. Then we have the current unfunded pension problem. This is not just a US problem, it is a $400 trillion mathematical sinkhole seen worldwide.

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