John Rubino

Contributor since: 26 Feb 2010

Contact Contributor

Biography

• 2016 Debt Binge Produces (Surprise!) 2017 Inflation. Guess What That Means For 2018?

  Published 09 March 2017 | viewed 0 times

  Just as everyone was finally accepting the idea of deflation and negative interest rates, inflation decides to pay a return visit. In the past day,…

• The Second Dumbest Kind Of Money Is Pouring Into Stocks - 'With A Vengeance'

  Published 06 March 2017 | viewed 0 times

  One of the traditional signs of market tops is individual investors finally succumbing to the lure of apparently easy money and pouring their savings into…

• How We Got Here In One Sentence

  Published 28 February 2017 | viewed 0 times

  In every annual budget debate since the 1980s, one side figures out that the way to get what it wants - which is higher spending…

• In The Police-State-Versus-Freedom Arms Race, Freedom Seems To Be Winning

  Published 23 February 2017 | viewed 0 times

  In the past 48 hours, two stories broke that illustrate how dominant technology has become in the age-old war between freedom and control: Malware Lets…

• How Many Euro Crises Will This Make? It's Getting Hard To Keep Track

  Published 20 February 2017 | viewed 0 times

  Every few years, it seems, one or another mismanaged eurozone country falls into one or another kind of crisis. This leads to speculation about the…

• The Three Seasons Of Greenspan - And Why The Third Won't Redeem The Second

  Published 18 February 2017 | viewed 0 times

  When the history of these times is written, former Fed Chair Alan Greenspan will be one of the major villains, but also one of the…

• Is This What They Mean By 'Crack-Up Boom'?

  Published 16 February 2017 | viewed 0 times

  In 1980, the US government - along with pretty much all of its peers - began borrowing at an accelerating rate. Note on the following…

• This Is Why You Don't Own A Lot Of Stocks

  Published 13 February 2017 | viewed 0 times

  You'd think that by now every relevant measure of stock market overvaluation would have been converted into a chart and circulated throughout the blogosphere. But…

• What Form Will The Great Confiscation Take - And How Can We Prepare?

  Published 11 February 2017 | viewed 0 times

  For what seems like decades, people have been warning that the next time some over-leveraged corner of the financial system implodes, bank and brokerage accounts…

• Major Inflection Point Coming

  Published 30 January 2017 | viewed 0 times

  Fund manager John Hussman is always good for dramatic charts. Here’s a recent one: This ratio is even scarier than it looks, says Hussman: Historically-reliable…

• Sometimes It's Better To Be Lucky Than Good, Populist Edition

  Published 29 January 2017 | viewed 0 times

  In 2015 there was no way the UK would vote to leave the European Union, so Prime Minister David Cameron promised to call a "Brexit"…

• Modern Delusions, Part 1: Japan Thinks It Can Balance Its Budget

  Published 27 January 2017 | viewed 0 times

  A recurring problem for most developed-world governments is explaining why last year's plan didn't work while convincing voters that this year's new and improved plan…

• 2017's Real Milestone (Or Why Interest Rates Can Never Go Back To Normal)

  Published 24 January 2017 | viewed 0 times

  Forget about NAFTA or OPEC or TPP or crowd size or hand size or any other acronym or stat or concept that obsesses the financial…

• Welcome To The Third World, Part 21: This Pension Thing Is About To Get Real

  Published 14 January 2017 | viewed 0 times

  "The problem with police officers and firefighters isn't a public-sector problem; it isn't a problem with government; it's a problem with the entire society. It's…

• How Did We Get 2016 So Wrong?

  Published 09 January 2017 | viewed 0 times

  Go through the late 2015/early 2016 articles published on this and similar sites and you'll find a consensus that 2016 was going to be a…

• Debt Surge Producing Fake Recovery

  Published 07 January 2017 | viewed 0 times

  What do the following headlines have in common? US wages grow at fastest pace since 2009 Euro area economy ended year with strongest growth since…

• Gold: Getting There A Little At A Time

  Published 01 January 2017 | viewed 0 times

  One of life's hardest-to-learn but most necessary lessons is that things usually take a lot longer to work out than you'd like them to. That's…

• Three Mini-Bubbles Are Bursting

  Published 28 December 2016 | viewed 0 times

  The world has gotten so used to ultra-low interest rates that even economists and money managers seem to be shocked by what happens when rates…

• Podcast: The Blow-Off Top

  Published 21 December 2016 | viewed 0 times

  US equities have entered the final, blow-out stage of their bull market. As in 1999 and 2006, investors have decided that it’s different this time…

• Warnings We'll Wish We'd Heeded, Part One - Plunging Jobless Claims

  Published 19 December 2016 | viewed 0 times

  It's the same story every time: Imbalances build up during a recovery but most investors ignore them because good times have become the new normal…