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John Rubino

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John is author or co-author of five books, including of The Money Bubble, The Collapse of the Dollar and How to Profit From It, Clean Money: Picking Winners in the Green-Tech Boom and How to Profit from the Coming Real Estate Bust. A former Wall Street analyst and featured columnist with TheStreet.com, he currently writes for CFA Magazine.

Dollar Collapse.com - Among all the many things governments do that seem to violate the Constitution — not to mention common sense and basic fairness – asset forfeiture stands out. Believe it or not, states and cities now partially fund themselves by arresting people, taking their stuff and then failing to return said stuff after deciding not to […]

Dollar Collapse.com - The past five years have been baffling for gold bugs. In an environment of massive central bank money creation, rising government deficits and a populist takeover of many countries’ political systems – all of which should be great for safe haven assets – gold has spiked to around $1,350 four times, only to be smacked […]

Dollar Collapse.com - Doug Noland’s weekly Credit Bubble Bulletin is always required reading. The latest – befitting the amazing things that have happened lately – is more necessary than usual. But at 10,000 words it’s also a lot longer than usual. So while everyone should definitely read the whole thing, here are some excerpts to get you started: […]

Dollar Collapse.com - People who assumed the Fed, along with the rest of the government, would cave the minute the financial markets got a little choppy turned out to be right. 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 […]

February 11th, 2019 | Gold, US Dollar and The Fed

HoweStreet.com Radio - Is Marijuana a growth industry?

Dollar Collapse.com - The Baltic Dry Index represents the cost of renting an ocean-going container ship to move goods from, say, Chinese factories to the Port of Los Angeles. The more stuff being made and sold, the higher the demand for such ships, and thus the higher the price to rent one. And vice versa. This is definitely […]

Dollar Collapse.com - The key insight of the Austrian School of Economics (maybe the key insight of ALL economics) is that the amount you borrow matters, but so does the use to which you put the money. A case in point is US corporate debt, which has changed structurally lately in very scary ways. The short version of […]

Dollar Collapse.com - 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. Stock, bond and home prices were low, and have since risen strongly, enriching anyone who managed to save regularly. College was (by current standards) insanely cheap, allowing us to upgrade […]

Dollar Collapse.com - It’s amazing what a few weeks of outperformance will do for an asset class. Gold and silver, after being pretty much ignored for the past few years, are now the shiny new toys of the investment world. From just the past couple of days: Highest Central Bank Buying in 50 Years Drives Growth in Gold […]

Dollar Collapse.com - Are you sick of your gold just sitting there when it was supposed to have long since made you rich? Have you been fantasizing about a world in which your gold really does make you rich? If so you’re in good – or at least numerous – company. So let’s sketch out such a world. […]

Dollar Collapse.com - The business cycle has its stages, and they’re usually both predictable and logical. For example, governments tend to generate a lot of tax revenue late in an expansion as more people get jobs and start paying income taxes and rising stock prices generate big capital gains. Meanwhile, less has to be spent on social safety […]

Dollar Collapse.com - Since December gold (light blue line) has outperformed the average stock (dark blue) by a nice margin. So why does this feel like such a let-down? Because the stars were aligned for a much bigger move. The structure of the late 2018 futures market had speculators historically short – which normally portends a big price […]

HoweStreet.com Radio - Germany teetering on the edge of recession

Dollar Collapse.com - With the election of Donald Trump, the US right let its id off the leash. Now pretty much everything conservatives have thought but not said is finding its way to Facebook, Twitter, and the evening news. So it’s no surprise that the left, wildly envious of conservatives’ newfound rhetorical freedom, have decided that what’s good […]

Dollar Collapse.com - Money manager Michael Pento has been bearish on both stocks and bonds for some time. 2019 is the year, he says, when the big crash finally arrives. Some Predictions for 2019 Bond Yields Continue to Fall in First Half of Year The bond bubble continues to build and become a dagger over the worldwide economy […]

Dollar Collapse.com - Much about 2019 is uncertain. But a few things are pretty much guaranteed, including the following: Government debt will rise at an accelerating rate Like a life-long dieter who finally gives up and decides to eat himself to death, the US is now committed to trillion-dollar deficits for as far as the eye can see. […]

Dollar Collapse.com - 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 to be exact. That’s painful but not surprising. The miners, being in effect options on the underlying metals, tend to be a lot […]

Dollar Collapse.com - 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? Approximately 48 other governors would kill for those numbers. Unfortunately it’s all a mirage. California, as home to Silicon […]

Dollar Collapse.com - The last few years of the Everything Bubble were driven by the ultimate dumb money: corporations borrowing to buy back their stock at record high prices. A whole generation of CEOs and CFOs were able to pad both their reputations and their year-end bonuses this way while, it seemed, blatantly screwing over their employees and […]

HoweStreet.com Radio - Could riots, like the ones in France, happen in America?

Dollar Collapse.com - 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. Apparently the only “reforms” today’s voters will accept – which is to say the only actions that don’t get a leader kicked […]

Dollar Collapse.com - Despite all the ominous press being devoted to the soon-to-be-inverted yield curve, it’s not always clear why such a thing matters. In other words, how, exactly does a line on a graph slipping below zero translate into a recession and equities bear market, with all the turmoil that those things imply? The answer (which is […]

Dollar Collapse.com - 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. This was a departure, but for a while a brilliant one. The SNB loaded up on Big Tech like Apple, […]

Dollar Collapse.com - 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 in the future if the causes aren’t addressed immediately. This morning’s Wall Street Journal concludes that 1) the problems aren’t being addressed and 2) […]

Dollar Collapse.com - There are two ways of looking at the intersection of debt and population. One way says that if debt is rising population should also rise to allow future workers to pay for the retirement of today’s. More people thus make debt easier to manage. The other point of view is that debt and population soaring […]
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