John Rubino

Contributor since: 26 Feb 2010

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Biography

• How You Store It

  Published 20 August 2010 | viewed 0 times

  Everyone with any sense wants to keep some physical gold and silver at home, but no one with any sense wants to keep too much…

• The Low-Interest-Rate Trap

  Published 15 August 2010 | viewed 0 times

  Pretend for a second that you recently retired with a decent amount of money in the bank, and all you have to do is generate…

• A Taste of Things to Come?

  Published 11 August 2010 | viewed 0 times

  For the past couple of decades -- that is, during the parabolic phase of the global credit bubble -- the financial markets have responded to…

• Sebastian Mallaby: 'Nobody Would Know Whom or What to Trust'

  Published 02 August 2010 | viewed 0 times

  Here's another take on the inflation/deflation debate from Council on Foreign Relations senior fellow and Financial Times columnist Sebastian Mallaby: Forget Jesus and ask the…

• We Could Really Use Some Good News

  Published 16 July 2010 | viewed 0 times

  Normally, the consumer sentiment number that comes out each month seems like a piece of media fluff, far less substantial than, say, housing starts or…

• Why We're Ungovernable

  Published 14 July 2010 | viewed 0 times

  For the first time in 250 years, politics has become irrelevant. Not uninteresting or unimportant; obviously the way a society organizes itself matters to its…

• Another Take on Munis as the Next Big Short

  Published 12 July 2010 | viewed 0 times

  Here's a piece on municipal bonds by Rich Bookstaber, an SEC adviser and author of Demon of Our Own Design, a well-received book on derivatives.…

• Classic Videos: Niall Ferguson on America's Death Spiral

  Published 08 July 2010 | viewed 0 times

  In this recent CNN interview, Harvard Professor Niall Ferguson predicts that, barring a radical change in policy, "nasty fiscal arithmetic" will send the U.S. into…

• Are We Sure States Can't Declare Bankruptcy?

  Published 04 July 2010 | viewed 0 times

  Saturday's New York Times has an article on Illinois' finances that is must reading for anyone who thinks the U.S. has turned the corner. The…

• Classic Videos: Retirement Armageddon

  Published 19 June 2010 | viewed 0 times

  Here's a wake-up call from Gary North of the Ludwig von Mises Institute on why our idea of retirement will turn out to be a…

• Deeply Disturbing, For Different Reasons

  Published 16 June 2010 | viewed 0 times

  A couple of articles appeared today that couldn't be more different in tone, content, or point of view, but dovetail in a really disturbing way.…

• State Pensions: I'll Buy Your Bonds if You Buy Mine

  Published 31 May 2010 | viewed 0 times

  Here's a study from Northwestern University's Kellogg School of Management that ties in nicely with the muni bond collapse / federal bailout of the states…

• Munis About to Blow Up

  Published 24 May 2010 | viewed 0 times

  So I'm sitting here trying to turn a pile of (mostly terrifying) data on muni bonds into a post that explains why this is the…

• The Best Volatility Play

  Published 19 April 2010 | viewed 0 times

  Take a look at the chart below, and note the unnaturally smooth 80% decline. Kind of makes you think "imminent bankruptcy". But now consider that…

• Time to Get Short: Part II

  Published 16 April 2010 | viewed 0 times

  Signs of a top are accumulating. Here's survey of the market's happy mood from Wednesday's Financial Times (love the first line): Irrational equanimity is back.…

• Now Start Watching Interest Rates

  Published 05 April 2010 | viewed 3,653 times

  The phase change happened almost imperceptibly. One month we're shedding jobs and agonizing over a long list of insolvent European countries and US states --…

• Collapsing Spreads and Booming Junk: Time to Get Short

  Published 30 March 2010 | viewed 1,704 times

  Looks like the past year's borrowing and printing are finally paying off. Junk bonds are setting records and emerging stock markets are booming. See this…

• Art of the Collapse

  Published 23 March 2010 | viewed 1,620 times

  Extreme times spawn interesting art. From the Great Depression, Brother Can You Spare a Dime, Grapes of Wrath, We're in the Money, and about a…

• The Boredom Before the Storm (Time to Buy Volatility)

  Published 17 March 2010 | viewed 1,142 times

  As eventful as the past few months have been (what with Greece, California, Illinois, Iran, the Lehman Brothers revelations, U.S./China trade friction, and record deficits…

• The Difference a Printing Press Makes: Part 2

  Published 11 March 2010 | viewed 2,240 times

  The original, long-since discarded, blueprint for the United States had the central government managing foreign affairs and protecting citizens' Constitutional rights while the states designed…