John Rubino

Contributor since: 26 Feb 2010

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• The Week Begins On A Scary Note

  Published 28 September 2015 | viewed 0 times

  The US markets awoke to news of several big, disturbing overseas events: Glencore implodes. Think of Swiss commodities giant Glencore as a modern version of…

• Whole Lotta Bear Markets Goin' On

  Published 27 September 2015 | viewed 0 times

  The Dow and S&P 500 have fallen by around 10% since August, which in normal times would be hardly worth mentioning. But below the surface,…

• The Most Interesting Story In Gold

  Published 25 September 2015 | viewed 0 times

  Or: Gold Miners' Doom Is Streaming Companies' Boom. The gold and silver miners are in crisis, as metal prices hover around break-even for many and…

• Stark Warnings on Global Trade

  Published 25 September 2015 | viewed 0 times

  With John Rubino & Gordon T Long 24 Minute Video John Rubino and Gordon T Long discuss the September FOMC decision, Brazil, Japan in the…

• China Cannot Let This Happen

  Published 23 September 2015 | viewed 0 times

  After borrowing -- and largely wasting -- $15 trillion during the Great Recession, China now looks like a typical decadent developed-world country, complete with slow…

• World Enters Twilight Zone As Markets Demand Higher Interest Rates

  Published 21 September 2015 | viewed 0 times

  So the Fed decides not to raise rates, and global stocks tank. Then they trot out their in-house PR staffer Jim Bullard to proclaim that…

• Why The Big Banks Want Higher Interest Rates

  Published 20 September 2015 | viewed 0 times

  Something strange is happening in the banking business. In theory, a low interest rate environment is generally good for banks because it allows them to…

• Higher Interest Rates? Not Next Month, Not Even Next Year, In Three Charts

  Published 18 September 2015 | viewed 0 times

  Not only did the Fed vote to keep interest rates stable yesterday, it did so overwhelmingly -- with just as many members apparently favoring lower…

• Big Banks Cutting Tens Of Thousands Of Jobs; Huge Implications

  Published 15 September 2015 | viewed 0 times

  Some major banks -- which over the past few decades have grown into the biggest financial entities the world has ever seen -- appear to…

• This Is Actually Going To Happen Next Year

  Published 13 September 2015 | viewed 0 times

  The intellectual groundwork is being laid for the next stage of the Money Bubble, and it's going to be epic. Here are excerpts from two…

• The US Has Already Tightened -- Which Explains A Lot

  Published 11 September 2015 | viewed 0 times

  Next week we'll find out if the longest-ever will-they-or-won't-they drama involving a virtually insignificant quarter-point interest rate change will amount to anything. But either way,…

• So What's Japan Supposed To Do Now?

  Published 08 September 2015 | viewed 0 times

  It was just three years ago that new Prime Minister Shinzo Abe promised to pull Japan out of its "lost decades" by printing epic amounts…

• Bye Bye Brazil

  Published 04 September 2015 | viewed 0 times

  For about a decade there, Brazil was the Latin American country that got it right. Under a socialist but apparently reasonable government they kept their…

• Eleven Crazy Days -- Many More Coming

  Published 02 September 2015 | viewed 0 times

  Twelve months ago the world was happily sailing along in the Great Moderation, with financial markets that moved gracefully higher most of the time but…

• Donald Trump Versus Bernie Sanders?? The Political Bubble Is Bursting

  Published 30 August 2015 | viewed 0 times

  Now it's not just Europe where formerly-fringe candidates are suddenly vying for power. The US presidential primaries, which were supposed to be coronations for the…

• Here's The Argument That Wins In 2016

  Published 28 August 2015 | viewed 0 times

  Vox is a fairly new website with a mission to not just report the news but explain it. A typical article will lead with a…

• Okay, We're Awake Now

  Published 27 August 2015 | viewed 0 times

  It's safe to say that most of the world is riveted by the news pouring out of the major (and minor) stock markets. Record declines…

• Why We Can't Handle An Equities Bear Market, Part 1: State Budgets Will Implode

  Published 27 August 2015 | viewed 0 times

  Back when society's balance sheet was reasonably solid, the occasional bear market was no big deal. A 20% drop in the average S&P 500 stock…

• Stocks Tank In Last 15 Minutes; Correction Not Done?

  Published 25 August 2015 | viewed 0 times

  That was sudden. After soaring at the open and holding big gains all day, US equities fell off the table in the last 15 minutes…

• How Many Hedge Funds Will Die Next Year? (Answer: A Ton)

  Published 24 August 2015 | viewed 0 times

  For those who keep hearing about hedge funds but aren't quite sure what they are: Think mutual fund with no rules. A hedge fund is…