John Rubino Blog | Talkmarkets | Page 1
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John manages the popular financial website His books include The Money Bubble: What To Do Before It Pops (2014), The Collapse Of The Dollar And How to ... more

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Hello Old Friend…Gold Nears $1,350 Resistance That Has Repelled It Four Times In 5 Years
In an environment of massive central bank money creation, rising government deficits and a populist takeover of many countries’ political systems gold has spiked to around $1,350 four times, only to be smacked back down each time.
Fed Tightening Is Over: Markets Now Expect Cuts In 2019
A couple of bad months and the “normalization” of both interest rates and the Fed’s balance sheet have stopped cold. Now the markets expect falling rates and (apparently) rising asset purchases.
What Blows Up First? “Almost Junk” Bonds
Generally speaking, debt rising faster than operating income equals diminished creditworthiness. So all that borrowing has produced several trillion dollars of debt that’s just one step above junk.
No Longer The Luckiest Generation: Boomer Finances Start To Roll Over
We Baby Boomers timed it perfectly. We came of age during in an era of plentiful jobs and relatively high wages. Public pensions were generous.
If You Could Design A Perfect World For Gold…
Did you expect your gold holdings to have already made you rich? If so you’re in good – or at least numerous – company. So let’s sketch out such a world...
This Is New: Governments Ramp Up Borrowing IN ANTICIPATION Of A Slowdown
Government borrowing soared around the world in 2018, even as economic growth, employment and stock prices peaked. Why the change?
Gold Is Up Lately. Why Does It Feel So Disappointing?
Patience is still in order. But some action would be nice.
Three Things That Will Definitely Happen In 2019
The US debt binge is downright orderly compared to much of the rest of the world. Financial assets, as a result, might do pretty much anything; there’s no way to know.
Gold Mining Stocks Are Going Up Faster Than Gold
The past couple of years have been brutal for precious metals mining stocks. Gold and silver went down a little while the miners went down a lot – four times as much. The miners, in effect options on the underlying metals, tend to be more volatile.
California Is In Great Financial Shape – And Headed For An Epic Crisis
California Governor Jerry Brown inherited a $27 billion deficit from Arnold Schwarzenegger eight years ago. This month he’s leaving his successor a $13.8 billion surplus and a $14.5 billion rainy day fund balance. Pretty good right?
All (Political) Roads Lead To Massively Higher Government Spending
The past few years have seen more than the usual amount of political upheaval. But, interestingly, most regime changes have resulted in pretty much the same thing: Higher government spending and bigger deficits.
The Yield Curve Flattens And Bank Stocks Plunge. Here’s The Connection – And The Prediction
Sentiment in the bond market – and by implication the broader economy – took a huge hit in the past couple of months.
The World’s Biggest Hedge Fund Is Getting Whacked, And Why “Moneyness” Matters
A few years ago the Swiss National Bank (SNB) – which traditionally held “monetary assets” like government bonds, cash and gold to back up the Swiss franc — decided to branch out into common stocks.
Yet Another Trillion-Dollar Unfunded Liability: Why California Is Burning
The apocalyptic fires that hit California last month have left observers scratching their heads and wondering how destruction on that scale could be possible – and how much it will cost. Gold becomes more necessary with every one of these stories.
Empty Words Are Failing. A Timeline For What Comes Next
If the last round of ZIRP, NIRP and QE didn’t create a crack-up boom, it’s possible that the next, even more, extreme iterations of these policies will “work” just as well as the originals. It’s also possible that they won’t.
Home Sales Plunge, Trade Deficit Spikes, Fed Blinks
The October advanced trade balance (deficit) of goods worsened to $77.2 billion ($77.0 billion expected) from $76.3 billion in September. From here on out every Fed meeting will be an adventure.
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