Author: kbillholter

/ kbillholter / 3 Comments

Bill’s Commentary:

“We have never been this overvalued!”

Market Valuations Don’t Matter…Until They Do

After the market slid lower all week, testing the 20-DMA on Thursday, Jerome Powell’s speech at Jackson Hole turned sentiment on a dime. The S&P 500 returned to record highs, and the Dow surged 900 points. Investors took his tone as confirmation that a September rate cut is in play. Specifically, Powell noted the slowdown in employment as a key reason for the shift in stance, as noted in the key paragraph from his speech.

“In the near term, risks to inflation are tilted to the upside, and risks to employment to the downside—a challenging situation. When our goals are in tension like this, our framework calls for us to balance both sides of our dual mandate.

Our policy rate is now 100 basis points closer to neutral than it was a year ago, and the stability of the unemployment rate and other labor market measures allows us to proceed carefully as we consider changes to our policy stance.

Read more here…

Bill’s Commentary:

“Trump needs to own up to this… the “beautiful vaccine” that has destroyed so many lives and families!”

RFK Jr. May Roll Back Major Achievement Donald Trump Called ‘Monumental’

President Donald Trump and Health and Human Services Secretary Robert F. Kennedy Jr. are allegedly planning to ban the COVID vaccine “within months,” years after Trump labeled the vaccine’s development during the pandemic as a “monumental achievement,” according to an associate of Kennedy’s.

Newsweek reached out to HHS via email for comment.

Trump said in December 2020, during the height of the COVID-19 pandemic, that the development of a vaccine as part of Operation Warp Speed was a “historic” success.

Read more here…

Bill’s Commentary:

“Trump now has a majority on the FRB Board… bye bye dollar!”

Trump says he’s removing Federal Reserve Gov. Lisa Cook, citing his administration’s allegations of mortgage fraud

President Donald Trump is removing Federal Reserve Governor Lisa Cook effective immediately, according to a letter he posted to Truth Social on Monday night.

In the letter, Trump writes: “Pursuant to my authority under Article II of the Constitution of the United States and the Federal Reserve Act of 1913, as amended, you are hereby removed from your position on the Board of Governors of the Federal Reserve, effective immediately.”

Trump cites a “criminal referral” from Federal Housing Finance Agency Director William Pulte, in which Pulte accused Cook of mortgage fraud.

Read more here…

Bill’s Commentary:

“Erik with many uncomfortable facts.”

The latest from Erik –

/ kbillholter / 1 Comment

Bill’s Commentary:

“Our pal Grizzly came in from the woods with this one!”

Mornin Bill,

> This should be rolled into silver and other commodities as well. If this isn’t a legitimate RICO case, then all the other bullshit cases should be tossed. Grizzly

Judge Allows Claim That Large Investors Conspired To Drive Up Coal, Energy Costs

A lawsuit by Wyoming and 10 other states can continue against giant investment companies, on claims they conspired to drive up coal and energy costs. They used their pull as coal shareholders to push “a climate activist agenda,” Gov. Mark Gordon has said.


Wyoming and 10 other states’ claims that giant investment companies conspired to drive coal production down and drive prices up — increasing people’s energy costs — are at least plausible enough to keep a lawsuit alive, a judge has ruled.

Wyoming filed suit in the U.S. District Court of Eastern Texas in late November against Blackrock Inc., State Street Corp. and Vanguard Group Inc.

Read more here…

/ kbillholter / 2 Comments

Bill’s Commentary:

”Yes Erik, you are an idiot in the eyes of those who cannot connect the dots. I know a few guys like you, welcome to the club!”

The latest from Erik –

/ kbillholter / 1 Comment

Bill’s Commentary:

”With all the companies that already went woke with disastrous results, WHY would they do this now?”

Cracker Barrel’s Board Should Fire Its CEO Immediately

Cracker Barrel is learning the same lesson Bud Light did: fat, bearded, gun toting middle Americans not only dislike change — especially the “woke” kind — but will also turn on you for taking a staple brand they love and pile-driving it into the ground.

Today Cracker Barrel’s stock cratered more than 10% after the company unveiled a rebrand that scrapped its iconic barrel-and-man logo in favor of a sterile, text-only “woker” design minus the old white guy and the…well, cracker barrel.

Read more here…

/ kbillholter / 2 Comments

Bill’s latest interview with Liberty and Finance – (Also posted under Interviews)

Bill Holter: The U.S. Debt Is a Mathematical Death Sentence – Only Gold Will Survive

Bill Holter presents a grim financial diagnosis: the U.S. debt is beyond repair, with default—either explicit or via dollar debasement—the only mathematical outcome. With global confidence in U.S. Treasuries unraveling and central banks pivoting to gold like it’s a post-Bretton Woods fire sale, Holter warns of a domino collapse of credit markets that would leave modern society blinking in the dark—literally. Meanwhile, the irony of the American middle class selling silver to buy groceries underscores a tragic reversal: the very assets meant to preserve wealth are now being liquidated for survival. Holter argues that while the East quietly builds a commodity-based lifeboat, the West may attempt a theatrical gold revaluation—but likely too little, too late. If the system crashes, he suggests, prosperity won’t mean luxury; it’ll mean having food, water, and a working generator—proof that in the empire of IOUs, the man with ounces is king.

Read more here…

/ kbillholter / 4 Comments

Bill’s Commentary:

“They will PRINT!”

Bill’s Commentary:

“I would gladly pay for my child’s trade school. If they want college, pay for it yourself… and DON’T EVER bring “woke” into my home!”

Markwayne Mullin

@SenMullin

Excellent news. 🇺🇸

U.S. Department of Labor

@USDOL

🚨This is HUGE—trade school enrollment is at the highest level EVER RECORDED!

Bill’s Commentary:

“There is no white because the problem is far larger than all governments combined and “math” does not lie…”

The latest from Erik –

Bill’s Commentary:

“You are harming the environment by owning a dog? Kiss my ass end of story!”

People often miscalculate climate choices, a study says. One surprise is owning a dog

It turns out many Americans aren’t great at identifying which personal decisions contribute most to climate change.

A study recently published by the National Academy of Sciences found that when asked to rank actions, such as swapping a car that uses gasoline for an electric one, carpooling or reducing food waste, participants weren’t very accurate when assessing how much those actions contributed to climate change, which is caused mostly by the release of greenhouse gases that happen when fuels like gasoline, oil and coal are burned.

Read more here…

Bill’s Commentary:

“From our pal Stanley.  He must accept Jesus Christ as his savior…”

Donald Trump is Now Worried About Going to Heaven? I Have News for You… He Himself Said He is Not a Christian – Repent and Receive Christ!

…’“But if I can save 7,000 people a week from being killed, I think that’s a pretty — I want to try to get to heaven if possible. I’m hearing I’m not doing well,” he continued. “I hear I’m really at the bottom of the totem pole. But if I can get to heaven, this will be one of the reasons.”…(The Hill)

At least as of 2024 while campaigning, President Trump publicly stated that he is -not- a Christian. Please watch the campaign clip from last year for yourself in the video short entitled ‘Donald Trump “I’m Not A Christian”.

Other pages on the interwebs allegedly claim that the President had a Kabbalah teacher. This allegedly appears of page 188 of Trump’s book ‘The Way To The Top’.

Read more here…

/ kbillholter / 1 Comment

Bill’s Commentary:

“They will PRINT!”

Bill’s Commentary:

“I would gladly pay for my child’s trade school. If they want college, pay for it yourself… and DON’T EVER bring “woke” into my home!”

Markwayne Mullin

@SenMullin

Excellent news. 🇺🇸

U.S. Department of Labor

@USDOL

🚨This is HUGE—trade school enrollment is at the highest level EVER RECORDED!

Bill’s Commentary:

“There is no white because the problem is far larger than all governments combined and “math” does not lie…”

The latest from Erik –

Bill’s Commentary:

“You are harming the environment by owning a dog? Kiss my ass end of story!”

People often miscalculate climate choices, a study says. One surprise is owning a dog

It turns out many Americans aren’t great at identifying which personal decisions contribute most to climate change.

A study recently published by the National Academy of Sciences found that when asked to rank actions, such as swapping a car that uses gasoline for an electric one, carpooling or reducing food waste, participants weren’t very accurate when assessing how much those actions contributed to climate change, which is caused mostly by the release of greenhouse gases that happen when fuels like gasoline, oil and coal are burned.

Read more here…

Bill’s Commentary:

“From our pal Stanley.  He must accept Jesus Christ as his savior…”

Donald Trump is Now Worried About Going to Heaven? I Have News for You… He Himself Said He is Not a Christian – Repent and Receive Christ!

…’“But if I can save 7,000 people a week from being killed, I think that’s a pretty — I want to try to get to heaven if possible. I’m hearing I’m not doing well,” he continued. “I hear I’m really at the bottom of the totem pole. But if I can get to heaven, this will be one of the reasons.”…(The Hill)

At least as of 2024 while campaigning, President Trump publicly stated that he is -not- a Christian. Please watch the campaign clip from last year for yourself in the video short entitled ‘Donald Trump “I’m Not A Christian”.

Other pages on the interwebs allegedly claim that the President had a Kabbalah teacher. This allegedly appears of page 188 of Trump’s book ‘The Way To The Top’.

Read more here…

/ kbillholter / 2 Comments

Bill’s Commentary:

“If you are Israeli, you get to post $10,000 bond and just leave the country? This sounds a little like when the Bin Laden Jet was THE only jet in the air on Sept. 12th?”

Netanyahu Government Cybersecurity Director Arrested In US For Child Sex Crimes Flees To Israel

The failure of the Trump administration to live up to its promise of complete transparency by refusing to release the Epstein Files™ has added fuel to the fire over speculation that the disgraced pedophile was operating as a spy for the Israeli government. That speculation has beckoned questions not only about Epstein’s connection to the Israeli government but also about the lengths that the United States has gone to suppress revelations about child sex crimes linked to Israel. Following the arrest of a top cybersecurity official in the Netanyahu government, concerns about the US government’s role in protecting Israeli operatives involved in crimes against children have arisen yet again.

Read more here…

Bill’s Commentary:

“Plus, how do you build waterfront condos with “squatters” on the property?”

Trump Issues Clearest Greenlight For Netanyahu’s Offensive To ‘Confront & Destroy’ Hamas To Date

“President Trump on Monday issued a scorching message aimed at Hamas as well as the growing internationall and domestic critics of America’s Israel policy. He called for the total destruction of Hamas and the return of the hostages, in that order.

“The sooner this takes place, the better the chances of success will be,” he wrote on Truth Social. This is one of the clearest ‘greenlights’ for Netanyahu’s expanded Gaza operations to date, and it cleary backs his government’s pursuit of a military solution, as opposed to attempting to renew or prioritize negotiations for a hostage exchange.”

Read more here…

Bill’s Commentary:

“Why? Because they hope you will forget all the bullshit and outright lies they’ve spewed for so many years? Will changing their name accomplish this?”

Versant to rename MSNBC, drop famed peacock logos in Comcast separation

MSNBC will change its name later this year and drop the storied peacock image from its branding — the first real public-facing changes in Versant’s upcoming separation from Comcast’s NBCUniversal.

The political news network will be renamed My Source News Opinion World, or MS Now, Versant Chief Executive Officer Mark Lazarus wrote in an internal memo to employees that was seen by CNBC.

Read more here…

Bill’s Commentary:

“…All chatter until there are arrests.”

Trump weaponization czar teases ‘more’ developments with Schiff, warns J6 Committee alums to ‘keep an eye on their mailbox’

President Trump’s weaponization czar Ed Martin dropped hints that his team may soon take additional investigative actions against Sen. Adam Schiff and members of the since-defunct House Select Jan. 6 Committee who weren’t pardoned by former president Joe Biden.

Martin, who helms the Justice Department’s Weaponization Working Group, took note of the criminal probe of Schiff (D-Calif.) over allegations of mortgage fraud and strongly implied something else is in the works.

Read more here…

/ kbillholter / 1 Comment

Bill’s Commentary:

“Very significant, moving out of US Treasuries and into gold!”

China’s New Physical Gold Mandate For Insurance Companies Will Reshape The World’s Gold Market

China launched an initiative that is likely to fundamentally alter the global gold market. Its insurance regulator issued a regulatory directive requiring certain insurance companies to allocate a fixed minimum portion of their huge assets to physical gold. This is unprecedented. It doesn’t quite take us all the way back to the gold standard at the turn of the 20th century, but it pushes in that direction. In short, via regulation, China, the world’s second-largest economy, has now created structural demand for gold that will support rising prices and its de-dollarization strategy.

In February 2025, China began a pilot program that allowed selected insurance companies to invest in physical gold. It was a first-time event. It had never been allowed before. The initiative involves 10 major insurers, including PICC Property & Casualty and China Life Insurance. It allows them to allocate up to 1% of their total assets to gold bullion.

Read more here…

Bill’s Commentary:

“Is this the headstone to an already dead New York Times?”

The latest from USA Watchdog –

System Failing CV 19 Vax Injured – Dr. Pierre Kory

Bill’s Commentary:

“Erik follows up yesterday’s article”

The latest from Erik –