John Rubino

Contributor since: 26 Feb 2010

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• What Can't Go On Won't Go On, Part 1: Corporate Leverage

  Published 03 November 2015 | viewed 0 times

  By now everyone knows the corporate share repurchase story, about how major companies are engineering higher per-share profits and share prices by buying back their…

• Screwed By The System, With No End In Sight

  Published 02 November 2015 | viewed 0 times

  Bloomberg just cited some stats that validate the average American's sense of being ripped off: Here's How Much QE Helped Wall Street Steamroll Main Street…

• Mission Creepy: U.S. Puts Boots On The Ground Russia Is Bombing

  Published 01 November 2015 | viewed 0 times

  Russia's decision to bomb pretty much everyone opposed to Syria's Assad regime -- including the guys the US was training and funding -- startled the…

• The Fed Just Whacked Corporate Earnings

  Published 29 October 2015 | viewed 0 times

  The markets seemed to like what the Fed had to say yesterday, including the part about definitely, for sure, no kidding around this time raising…

• Can The US Raise Rates When Everyone Else Is Cutting Them?

  Published 28 October 2015 | viewed 0 times

  It's understandable (sort of) that the Fed wants to raise short-term interest rates so it can cut them again in the next downturn. But what…

• Precious Metals Starting To Produce Some Winners

  Published 26 October 2015 | viewed 0 times

  Everybody who's owned gold and silver mining shares through a couple of cycles has their favorite story of the stock that took off and ran…

• Why We're Ungovernable, Part 11: Portugal Stages A Coup

  Published 24 October 2015 | viewed 0 times

  Wow. Portugal just did something extraordinary. In its most recent election, parties of the left -- anti-austerity, anti-business, mistrustful of the euro and other extra-national…

• A Tale Of Two Economies

  Published 23 October 2015 | viewed 0 times

  Companies that make, move or peddle real stuff -- think Alcoa, Walmart, Caterpillar -- are having a hard time of it lately, mostly because their…

• Europe Admits QE Has Failed, Promises More Of It

  Published 22 October 2015 | viewed 0 times

  New Age monetary policy has begun to resemble the form of insanity in which a patient repeats the same behavior while expecting a different outcome.…

• Genius Is Failing: Hedge Fund Giants Burned By Changing Markets

  Published 22 October 2015 | viewed 0 times

  If you ignore their recent volatility, the financial markets are painting a fairly happy picture. The S&P 500, for instance, is closer to its 12-month…

• Negative Interest Rates Are Here

  Published 19 October 2015 | viewed 0 times

  Not so long ago, a bank was by definition a business that took deposits from customers, paid them for the use of their money, and…

• Is Helicopter Money, Nirp and Collateral Guarantees in Our Future?

  Published 18 October 2015 | viewed 0 times

  Published 10-17-15 30 Minute Video John Rubino and Gordon T Long discuss the strong possibility of of a sequence of "QE4 for the People", Helicopter…

• Walmart's Ominous Stock Market Signal

  Published 16 October 2015 | viewed 0 times

  Companies like Walmart and McDonalds's have made their investors rich by squeezing costs and holding down prices. But it turns out that low costs means…

• For Corporations And Hedge Funds, The Next Recession Is Already Here

  Published 14 October 2015 | viewed 0 times

  Wal-Mart just announced flat year-over-year sales, causing its shares to fall by 9% and wiping $20 billion from its market cap. Which would be unremarkable…

• One Dumb Mistake Away

  Published 14 October 2015 | viewed 0 times

  There's always a war going on somewhere -- frequently, alas, with the US either instigating or providing the weapons. But lately the tension has risen…

• Here's What We'll Try -- And What Will Fail -- Next

  Published 11 October 2015 | viewed 0 times

  The UK's Guardian newspaper, of Edward Snowden leaks fame, just published a good overview of the world's recent financial missteps titled The world economic order…

• Big Banks, Serious Trouble

  Published 09 October 2015 | viewed 0 times

  It turns out that the world of ZIRP/NIRP isn't the banking paradise that some thought it would be. See Why The Big Banks Want Higher…

• We Aren't Nearly As Worried About The Middle East As We should Be

  Published 05 October 2015 | viewed 0 times

  What's the opposite of a gift that keeps on giving? A mistake that keeps metastasizing. Which pretty much sums up the US role in the…

• Can You Imagine The Fed Raising Rates In This World? Everything Going Wrong At Once Edition

  Published 02 October 2015 | viewed 0 times

  After the markets failed to embrace its most recent interest rate dither, the Fed dispatched pretty much its entire PR team to make sure we…

• Panic Is Spreading, Part 1: Surge in Junk Bond Defaults Imminent

  Published 29 September 2015 | viewed 0 times

  One of the early signs that a cycle is about to turn down is disorder in junk bonds. That's because the companies that issue such…