John Rubino

Contributor since: 26 Feb 2010

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• Internal Bleeding, Cheap Tech, And Falling Angels

  Published 29 November 2015 | viewed 0 times

  Think of "market internals" as the blood pressure and insulin levels of the financial world. They operate below the surface, frequently unnoticed, but over time…

• Chinese Debt Snowball Gaining Momentum

  Published 27 November 2015 | viewed 0 times

  Financial crises can happen quickly, like the bursting of the tech stock bubble in early 2000, or slowly, like the late-1980s junk bond bust. The…

• Welcome To The Currency War, Part 20: Corporate Profits Head South, Stock Prices To Follow?

  Published 25 November 2015 | viewed 0 times

  A too-strong currency is, in theory, supposed to make it harder to sell things to cheap-currency countries, thus crimping corporate profits and by implication pretty…

• NATO Member Turkey Shoots Down Russian Fighter Jet; Putin Vows Revenge

  Published 24 November 2015 | viewed 0 times

  This is the kind of thing that happens when you put ten different armies, taking orders from at least ten different commanders, in the same…

• Welcome To The Third World, Part 16: The Best Jobs Are Now In Government

  Published 23 November 2015 | viewed 0 times

  Years (actually decades) ago I lived in a New York University grad student dorm that housed mostly elite kids from other countries. Sons of African…

• Are Superbugs A Bigger Threat To The Global Economy Than Terrorism?

  Published 22 November 2015 | viewed 0 times

  Between that Russian plane being taken down by a soda can bomb and the recent Paris attacks, travel is losing some of its appeal. Last…

• The End Of The Recovery, In One Chart

  Published 19 November 2015 | viewed 0 times

  One of the questions on analysts' minds lately is whether stock prices can keep moving up when corporate sales and profits are falling. But the…

• Is Anybody Okay Out There?

  Published 19 November 2015 | viewed 0 times

  In normal times, the world's major economies are a mixed bag. Some are up, some are down, some are placid, some are in crisis. It's…

• Corporations Are Liquidating Themselves, One Buyback At A Time

  Published 18 November 2015 | viewed 0 times

  In every bubble there are trends so obviously crazy that it's hard to see how anyone, let alone mainstream money managers, can buy in. And…

• The 1% Is Rolling Over

  Published 17 November 2015 | viewed 0 times

  Today's financial world is a tough place for the average person, but paradise for rich guys. As easy money raises asset prices, the owners of…

• Ominous Parallels: The Roman Empire, The European Union, And Mass Migration

  Published 16 November 2015 | viewed 0 times

  This weekend's Paris attacks, occurring in the middle of one of history's largest mass-migrations, has the feel of uncharted territory. But it's actually an eerie…

• Another Brutal Monday

  Published 15 November 2015 | viewed 0 times

  One of the challenges of managing money is the (increasingly-frequent) need to translate non-financial tragedies into action to protect clients and, yes, profit from the…

• Paris Attacks = President Marine Le Pen AND Massive Euro Devaluation

  Published 14 November 2015 | viewed 0 times

  Earlier today, articles started appearing about the rise of France's right wing, anti-immigration National Front party in recent polls. This wasn't a surprise given the…

• As The World Rolls Over

  Published 13 November 2015 | viewed 0 times

  Brutal news is pouring in from pretty much everywhere. US retail sales are flat and wholesale prices are falling. Big retail chains are missing on…

• Retail Earnings Disaster Points To Gathering Storm

  Published 12 November 2015 | viewed 0 times

  The big retail chains are generally seen as pretty good barometers of the health of "the consumer." And since -- in today's late-cycle debt-binge pseudo-capitalism…

• Even Small, Well-Run Countries Can't Escape The Currency War

  Published 12 November 2015 | viewed 0 times

  The old saying "When elephants fight, the grass gets trampled" captures perfectly the dilemma of the world's non-superpowers. From Brazil to Thailand to non-eurozone Europe,…

• This Is How Fossil Fuels Die

  Published 11 November 2015 | viewed 0 times

  Some interesting stories from, of all places, Texas, offer the first clear glimpse of the coming energy revolution. The short version: Combine wind at night,…

• Portugal Is Potentially A Very Big Deal

  Published 10 November 2015 | viewed 0 times

  Portugal has entered a phase change, with potentially huge ramifications. After handing a parliamentary majority to a coalition of leftist (i.e., anti-austerity, anti-euro, anti-NATO) parties,…

• Markets Discover That Higher Interest Rates Are Bad

  Published 09 November 2015 | viewed 0 times

  US stocks opened down hard today, in part because China released some truly horrendous trade numbers over the weekend, but also because the imminence of…

• We're All Hedge Funds Now, Part 3: Even The Swiss Are Gambling

  Published 05 November 2015 | viewed 0 times

  Let's start with the latest on the global descent into negative interest rates: Fed would consider negative rates if economy soured - Yellen (Reuters) -…