John Rubino

John Rubino Articles

The “Everything Bubble” has jumped from hyperbole to literal truth in just a couple of years, as more and more assets enter “crazy expensive/extremely reckless” territory. The latest addition to the list is collateralized loan obligations...
It’s getting harder to tell which approaching crisis requires attention and which can be safely ignored. Sometimes it helps to see the data laid out visually.
The mainstream press is comfortable with moderate inflation because it raises financial asset prices and allows the government to spend more money. But when inflation hits a rate that threatens the stock market, even the Wall Street...
Fed Chair Jerome Powell just spooked the markets by predicting that inflation will jump when the economy reopens – but don’t worry, it’s just temporary. Here’s the real-time CNBC account:
We’re deluged with numbers these days, many of them huge, ominous departures from historical norms. But one matters more than the others. To understand why, let’s start with some history.
The conventional view of inflation is that it’s not only low, but dangerously low and in need of aggressive encouragement. But that view is becoming increasingly hard to defend, given all the things that are soaring in price.
Less than 24 hours after beating the apparently wimpiest case of covid-19 ever, Donald Trump decided that his subjects’ lives aren’t exciting enough. So he called off Congressional talks on the latest stimulus bill.
Gold’s slight correction of 3.99% this week doesn’t say much. But the $170/oz. decline in about 24 hours certainly did get my attention. And I have to wonder if the 22-basis point rise in the 30-year U.S. Treasury may not have played a...
The idea that a rising gold price is good for gold miners is intuitively easy to grasp. But to understand just how good, you have to see the numbers.
Take a world that’s spinning out of control with debt, money creation and pretty much every other measure of financial danger flashing red.
The total world's holdings of gold could be transported by a single solitary oil tanker.

Gold Eagle twitter                Like Gold Eagle on Facebook