John Rubino

Contributor since: 26 Feb 2010

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• Why QE Can Never End

  Published 31 July 2013 | viewed 0 times

  The Fed just made an announcement that the markets liked: Fed stays on track with bond buying, for now WASHINGTON (Reuters) - The Federal Reserve…

• Did Wall Street Miss A Bribe Payment?

  Published 30 July 2013 | viewed 0 times

  It's hard to know which aspect of today's world future historians will find most appalling. But the fact that during the greatest financial crime spree…

• Bombs Going Off One Level Down

  Published 20 July 2013 | viewed 0 times

  It's been a strange couple of weeks. US stocks are not far from all-time records, both nominally and adjusted for inflation. Home prices are soaring…

• Oops, We Did It Again: Banks and Houses Dominate the Recovery

  Published 15 July 2013 | viewed 0 times

  One of the many, many lessons we should have learned from the 2009 crash is that an economy driven by inherently-unstable - and completely unproductive…

• Variable Rate World, Part 3: 'This Horror Show Is Just the Beginning'

  Published 11 July 2013 | viewed 0 times

  It's easy to assert that big banks and other holders of long-term bonds will be crushed by rising interest rates, but it's tough to calculate…

• Variable Rate World, Part 2: Mortgage REITs Get Crushed

  Published 10 July 2013 | viewed 0 times

  Mortgage REITs are companies that borrow money to buy mortgage backed securities (MBS) and earn the spread between their cost of funds and the yield…

• European Gold Buying 'Remarkable'

  Published 08 July 2013 | viewed 0 times

  Here's National Numismatics' Tom Cloud with a quick dealer-level view of gold and silver: DollarCollapse: Hey Tom, it's been an eventful few weeks. Precious metals…

• Variable Rate World, Part 1: Staring Into the Abyss

  Published 07 July 2013 | viewed 0 times

  Interest rates soared again last week. This weekend a lot of people are running a lot of numbers and getting some terrifying results. It seems…

• Interest Rates Spike Again

  Published 05 July 2013 | viewed 0 times

  This morning's employment report looked good enough on the surface to rekindle talk of an end to the Fed's debt monetization program. So in addition…

• 4th of July, Should We Laugh Or Cry?

  Published 01 July 2013 | viewed 0 times

  Film maker Mark Dice has been having some fun lately at Americans' expense by wandering around with a camera and microphone, asking people questions that…

• Velocity of Money and the Coming cRaCK-uP BOOM!

  Published 01 July 2013 | viewed 0 times

  With JOHN RUBINO & GORDON T LONG 32 Minutes, 34 Slides If you're a banker, you were traumatized by the 2009 crash and have been…

• Consumer Metrics Institute: Recovery is a Sham

  Published 26 June 2013 | viewed 0 times

  The Consumer Metrics Institute is generally a pretty subdued bunch, as befits their job interpreting economic statistics for money managers and other economists. But lately…

• Thinking About 5% Mortgages

  Published 26 June 2013 | viewed 0 times

  They say that one sign of creeping old age is that memories from past decades are more vivid than those from past days or weeks.…

• The Nightmare Scenario

  Published 24 June 2013 | viewed 0 times

  It's safe to say that as this is written at noon EST on Monday the 24th, every economic policymaker in this hemisphere (and a lot…

• The Wealth Effect Shifts Into Reverse

  Published 20 June 2013 | viewed 0 times

  Stripped of all the acronyms and economist-speak, government policy of the past few years has been simple: lower interest rates to push people out of…

• Creeping Fascism, Part 4: Preserving Privacy

  Published 18 June 2013 | viewed 0 times

  Every day, it seems, there's another story about the web of surveillance that's being woven around us by governments and telecom firms and hackers. Between…

• Developing Crisis in the Developing World

  Published 15 June 2013 | viewed 0 times

  Things have been a little erratic lately here in US, but not really headline-worthy. The economy continues to grow, sort of, houses continue to sell…

• More Than $2.5 Trillion Has Been Erased Since Ben Bernanke Said...

  Published 13 June 2013 | viewed 0 times

  This is why quantitative easing can never end: Asian Stocks Slip on World Bank as Kiwi Drops; Yen Gains Asian equities dropped, with the region's…

• Welcome to the Currency War, Part 10: Fewer Choices, More Risk

  Published 05 June 2013 | viewed 0 times

  For a while there it looked like Japan had the answer. A strong new leader comes in and cuts through all the indecision, orders the…

• Consumer Metrics Institute: 'Is it 2007 once again?'

  Published 31 May 2013 | viewed 0 times

  The Consumer Metrics Institute is out with commentary on the latest GDP revision. Here's an excerpt: As we noted last month, on the surface a…