John Rubino

John Rubino Articles

Conventional wisdom holds that stocks and gold are inversely correlated, which is to say they move in opposite (or at least unrelated) directions because they serve different purposes in a typical portfolio. Stocks are for capital gains in...
During the 1923 Weimar Republic hyperinflation, newly-broke Germans burned their life savings to keep warm or carted wheelbarrows of cash to stores to buy bread and milk. This wipe-out of an entire generation’s wealth led directly to...
Solar panels are basically microprocessors, so it’s not a surprise that they’ve been following their own version of Moore’s Law, declining in price by 5%-10% each year. As a result, solar is now competitive with fossil-fuel-derived...
You can summarize the current mood in Washington DC as “Please don’t let this be a return to the 1970s.” For younger readers, that was a decade in which excessive government spending and money printing combined with inept foreign policy to...
Gold bugs should never assume that the mainstream investing community actually understands finance. That includes the Wall Street Journal, which recently published an article (Gold as an Inflation Hedge: What the Past 50 Years Teaches Us) ...
The insights below were gathered from an excellent article by Matthew Piepenburg of Matterhorn Asset Management on “the implications behind central bank gold purchases (rising), negative real yields (falling), and Stanley Fisher’s Fed-...
This week, US household debt jumped by the most in 14 years to a new all-time record. The last time it did something like this was in 2007, just as the housing mania was cresting and the Great Recession was looming.
Short-term interest rates are now as negative as they were in the inflationary 1970s. But that’s where the similarity ends. As the above chart sindebtedness was relatively modest as a percentage of GDP, which gave that financial system the...
One glance at this chart should silence any talk of “a return to normalcy”. We are emphatically not headed in a normal direction.
Since the start of the year, central banks have purchased over 4 million ounces of gold. April was a big month for central bank activity. Over half the amount of gold purchased in 2021 was in the month of April alone.
Palladium, platinum and silver are the most common substitutes for gold that closely retain its desired properties.

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