John Rubino

Contributor since: 26 Feb 2010

Contact Contributor

Biography

• This Is What Gold Does In A Currency Crisis, British Edition

  Published 24 February 2016 | viewed 0 times

  It appears that Great Britain might actually do the until-recently-unthinkable, and leave the European Union. The reasons for this dramatic break-up are many, and can…

• Brexit, Capital Flight, and Dead Unicorns

  Published 23 February 2016 | viewed 0 times

  Money is pouring out of banks and into home safes, leading to calls for the elimination of cash. Britons are thinking of leaving the EU,…

• The Great Unicorn Die-Off: Tech (Sort-Of) Crashes, Much More To Come

  Published 22 February 2016 | viewed 0 times

  In good times, Silicon Valley is the kind of place we all fantasize about: Shiny new buildings full of genius techies rollerblading down the halls,…

• Rising Interest Rates? Never Mind

  Published 19 February 2016 | viewed 0 times

  It was always a matter of when, not if, the financial markets would tell the Fed to stop raising interest rates. And it appears the…

• Central Banks Fool The Markets Again, But Only For A Little While

  Published 15 February 2016 | viewed 0 times

  Over the weekend, the following happened: China's exports and imports fell by 11.2% and 18.8%, respectively, numbers which, for a trading power, are nothing short…

• Is Anybody NOT Deeper In Debt?

  Published 12 February 2016 | viewed 0 times

  New York Fed Finds Large Increase in Debts Held by Those Over Age 50 (NASDAQ) - Americans in their 50s, 60s and 70s are carrying…

• Reversal Of Fortunes: Capital Pours Out Of Banks And Into Gold

  Published 11 February 2016 | viewed 0 times

  For banks, the recent news is pretty grim. But it's about to get much worse, based on the following: Yield Curve Flattens: Now 10-Year Yields…

• Here We Go Again: Banks Are Imploding

  Published 10 February 2016 | viewed 0 times

  Another Monday, another extreme market move. This time, though, underlying conditions are changing in an especially serious way. European banks are running into various kinds…

• 2007 All Over Again, Part 3: Banks Starting To Implode

  Published 08 February 2016 | viewed 0 times

  So far, each financial crisis in the series that began with the junk bond bubble of 1989 has been noticeably different from its predecessors. New…

• The Bear Is At The Door, Part 1: Momentum Stocks Getting Crushed

  Published 05 February 2016 | viewed 0 times

  One of the common transitions that bull markets go through as they age and die is a narrowing of leadership. As formerly strong sectors begin…

• Bad Numbers And Dark Prophesies: Almost Everybody's Cutting Something

  Published 04 February 2016 | viewed 0 times

  The drumbeat of bad (and sometimes just plain weird) news has risen lately -- but today's batch stands out. Here's a small sampling: US jobless…

• This Is Really Bad For Banks

  Published 03 February 2016 | viewed 0 times

  Once upon a time, falling interest rates were great for banks. A lower cost of capital gave lenders access to cheap raw material while causing…

• Epic Battle: Hedge Funds Versus China

  Published 02 February 2016 | viewed 0 times

  George Soros' successful bet against the British pound back in 1992 remains one of financial history's epic tales. The short version of the story begins…

• Atlanta Fed Sees Far Weaker Than Expected Q1 GDP

  Published 01 February 2016 | viewed 0 times

  Another Monday, another set of "surprisingly" bad economic numbers. A few representative headlines: China manufacturing prices decline for 18th straight month Oil prices fall 5%…

• Welcome To The Currency War, Part 21: Japan Goes Negative; US To Return Fire In 2016

  Published 30 January 2016 | viewed 0 times

  Well that didn't take long. Two weeks of falling share prices and the European and Japanese central banks go into full panic mode. The ECB…

• When It Rains It Pours, Part 1: What Did Brazil Do To Deserve This?

  Published 29 January 2016 | viewed 0 times

  If 2015 was a year Brazil would like to forget, 2016 is doing its best to make that happen. But, alas, not in the way…

• What The Macro Charts are Signaling

  Published 27 January 2016 | viewed 0 times

  With John Rubino & Gordon T Long Published 01-22-16 31 Minute PODCAST John Rubino and Gordon T Long discuss what the Macro Charts are telling…

• Big Companies, Huge Problems

  Published 27 January 2016 | viewed 0 times

  Apple is far from the only iconic US company that's signaling a global slowdown. Three more are in the news today: Caterpillar warns equipment sales…

• The End Is Near, Part 8: Apple's Revenue 'Falls Off A Cliff'

  Published 26 January 2016 | viewed 0 times

  One by one the pillars of the recovery are toppling. Last year the Chinese infrastructure party ended and the shale oil boom went bust. More…

• Why We're Ungovernable, Part 12: Trump Is No Longer The Worst Case Scenario

  Published 25 January 2016 | viewed 0 times

  Republican party insiders expected The Donald to have 15 minutes and then, when the reality of what President Trump might mean sinks in, lose the…