Bill Holter’s Blog

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Bill’s Commentary:

“1 Year ago, prior to the election, many on the right were complaining about cancel culture and censorship. Where are those voices today with the roles reversed?”

With Calls for Retribution Over Kirk, Some See Rise of a ‘Woke Right’

Conservatives have pressed for consequences for those who make negative comments about Charlie Kirk. But a few on the right say they worry about limits on speech.

The anguished calls for retribution have intensified in the week since Charlie Kirk’s assassination, with prominent conservatives waging a campaign to encourage public shaming, firings and the threat of prosecution for those who speak ill of him.

Yet, a few influential supporters of Mr. Kirk are now warning that attacks from the right on political expression could tarnish the legacy of the combative right-wing activist, who was seen as a champion of free speech by his legions of followers.

Read more here…

Bill’s Commentary:

“If bonds fall (rates rise) again, during this rate cut cycle… the entire game will be over.”

Will the “Bond Vigilantes” strike again?

It’s looking more and more likely that the Federal Reserve will be restarting its easing cycle soon.

Two rate cuts are currently expected by the market before the end of 2025.

While this is likely good news for risk asset markets – it’s possible the bond market could have other ideas.

Read more here…

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An insiders view of Civil War

Bill’s Commentary:

“When watching this, please keep in mind that it describes a “failure to deliver” as the shorts blew up in their faces!”

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Bill’s Commentary:

“On silver. I personally believe the deficit is far larger as solar use is vastly understated…”

Understanding the Silver Supply-Demand Deficit: A Market in Transition

The global silver market has undergone a remarkable transformation in recent years, shifting from a position of consistent surpluses to a persistent structural deficit. This fundamental change in market dynamics represents one of the most significant developments in the precious metals sector, with implications for investors, industrial consumers, and mining companies alike.

The Emergence of a Structural Silver Deficit

For nearly half a decade, silver demand has consistently outpaced available supply, creating a sustained market imbalance. This deficit began in 2021 when consumption suddenly exceeded production by approximately 75.3 million ounces – a dramatic reversal from the surplus conditions that characterized the previous five years.

Read more here…

The latest from USA Watchdog –

President Trump Will Declare Martial Law – Larry Klayman
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Bill’s Commentary:

“The view of US debt by foreigners…”

US plotting dollar ‘rug pull’ with crypto, gold and lies

If you are a central banker entrusted with managing your nation’s foreign exchange reserves or a steward of a sovereign wealth fund in a developing country, heed this urgent warning: act decisively and swiftly to safeguard your assets, or risk catastrophic losses.

Delay could see the value of your reserves collapse by as much as 95%, thrusting your economy into a maelstrom of devaluation and instability. The foreign exchange you oversee is on the brink of a new kind of crisis, driven by the fragility of the US dollar.

Read more here…

Bill’s Commentary:

“Wasn’t free speech something the right complained about re the left? “Hate speech” is protected by The Constitution… if we still have one?”

AG Bondi Declares War on ‘Hate Speech’ Post-Charlie Kirk Assassination

One of my great personal frustrations, having covered the filthy world of politics and punditry for years at this point, is that so precious few actors in this arena seem to sincerely believe in anything.

They’ll pay lip service to whatever cause when it’s convenient, only to renege on their professed commitments when it’s not.

Read more here…

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Bill’s Commentary:

“Pastor Stanley checks in for the weekend.”

Falling Asleep at the Wheel-American Investors Fully Invested While Many Corporate Insiders Remove their Capital From the Market

If you have ever taken a long car trip to go somewhere across the United States you know that it may take you several days to get to your destination. To get there as expediently as possible you drive long days-8, 10, 12 hours a day or more. After it gets dark and you have already driven 500 miles or more that day, you either have the common sense to pull over and get some shuteye so you don’t fall asleep at the wheel and risk your life or you ignore the risk and keep going.

Read more here…

Bill’s Commentary:

“Is this why there were only 1,700 flu cases (versus 35 million in all other years) in 2021? Covid was the flu then… and still is!”

The latest from USA Watchdog –

Beginning of Panic Rate Cut Cycle – Ed Dowd

Bill is interviewed by Andrew Maguire (Also posted under Interviews)

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Bill’s Commentary:

“Rural is where you want to be…”

Exodus: Affordability Crisis Sends Americans Packing From Big Cities

For much of the past century, in both the United States and elsewhere, the inexorable trend has been for people to move from rural areas and towns to ever larger cities, particularly those with vibrant downtown cores such as New York, Chicago, San Francisco, Seattle, and dozens of other iconic American cities. Most visions of the future still view urban cores as the uncontested centers of production, consumption, and culture, with rural areas, small cities, and suburbs relegated to the backwaters of modernity.

A RealClearInvestigations analysis has found that we may be on the cusp of a new era. Urban cores have started to shrink, losing first to the suburbs, then to ever further exurbs, and now to small towns and even rural areas. For the first time since the 19th century, America’s growth pattern favors smaller metros – Fargo, North Dakota, as opposed to Portland, Oregon – many of which once seemed out of favor.

Read more here…

Bill’s latest interview with The Kinvestor Report (Also posted under Interviews)

Bill’s Commentary:

”This looks to be a very good resource while preparing.”

From our pal Grizzly – (Also posted under Grizzly’s Corner)

Free Survival Books and Manuals

https://collapsesurvivalsite.com/free-survival-books-manuals/#cooking-and-fire

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Bill’s Commentary:

“This is some scary shit!”

The latest from USA Watchdog –

Silver Explosion Kills Babylon’s Financial System – Bo Polny

Bill’s Commentary:

”Does anyone believe the first paragraph is wrong?”

The latest from Erik –

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Bill’s Commentary:

”This is only slightly worse than the world as a whole…”

The Dragon’s House of Cards: China’s Debt Could Total 400% of GDP

Last month marked the collapse of China’s Evergrande, once the world’s most indebted developer with $300 billion in liabilities. The real estate sector remains a debt bubble, fueled by roughly $695 billion in new government-approved loans.

While the property crisis has been widely reported, the broader scale of China’s debt problem is less understood. Official figures show that public and private debt combined already exceed 309% of GDP, yet even this number understates the true scope.

When other sources of leverage are factored in, such as margin trading, shadow banking through wealth management products, and off-balance-sheet local government borrowing, China’s total debt burden climbs to at least 400 percent of GDP.

Read more here…

Bill’s Commentary:

”So the moral to this story is to not come to the negotiating table at all because you will be killed…? This was also done to Iran, you think the rest of the world does not have eyes to see?:”

Hamas Accuses Trump Of A Set-Up In Doha, After 5 Leaders Killed In Israeli Strike

Update(1355ET): Hamas has claimed in an official statement that Israel failed in its attempt to assassinate the group’s negotiations team; however, it acknowledged that five of its members were killed in the Tuesday Israeli aerial attack on Doha, including the son of the group’s chief negotiator Khalil Al-Hayya.

There’s been some back-and-forth on whether the US greenlighted the operation ahead of time, but reports say the White House was informed once the operation had already been ordered by Netanyahu. Trump officials then quickly informed Qatar.

Read more here…

Bill’s Commentary:

“What about science?”

Christian foster families fight back against Massachusetts transgender mandate

Christian foster parents in Massachusetts are challenging a state policy that requires them to affirm and encourage the medical transition of children in their care who identify as transgender or risk losing their foster care licenses.

The lawsuit, filed Sept. 3, names two families — the Jones and the Schrocks — who foster young children and infants. 

Both families say they have either lost or are at risk of losing their licenses because of the policy, which requires foster parents to sign agreements to “promote,” “support” and “affirm” a child’s gender identity or expression.

Read more here…

Bill’s Commentary:

”This is correct, 72 hours.”

Nine Meals From Anarchy

In 1906, Alfred Henry Lewis stated, “There are only nine meals between mankind and anarchy.” 

Since then, his observation has been echoed by people as disparate as Robert Heinlein and Leon Trotsky.

The key here is that, unlike all other commodities, food is the one essential that cannot be postponed. If there were a shortage of, say, shoes, we could make do for months or even years. A shortage of gasoline would be worse, but we could survive it, through mass transport or even walking, if necessary.

Read more here…

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Bill’s Commentary:

“You might think you “own” your home after paying off the mortgage?  Think again!”

A property tax revolt is spreading — with help from key conservatives

With real estate prices climbing and household budgets under strain, a once-fringe push to eliminate property taxes is drawing new energy — and the backing of high-profile conservative figures.

Republican firebrand Rep. Marjorie Taylor Greene of Georgia recently argued for making it a national priority. Billionaire Elon Musk has likened property taxes to “a de facto lease from the government” that should be abolished. And in Florida, Gov. Ron DeSantis, a once and possible future presidential contender, has vowed to move his state in that direction.

“If you own your home, to truly own it, you have to own it free and clear of the government,” DeSantis said Tuesday.

Read more here…

Bill’s Commentary:

“Trump just posted this?”