John Rubino Substack - Seasonality is an investment thesis that shouldn’t work. It’s just too easy. If there are regular and recurring fluctuations in demand for something, traders will simply front-run the process, canceling out the price impact. Right? Apparently not always. Gold and silver tend to languish in spring and summer (recall the old saying “Sell in May […]

John Rubino Substack - Back when the US was a functional country, wages and corporate profits rose more or less in tandem. That is, each group tried to steal all the money but in the end had to compromise and settle for only half. It was contentious but manageable, and it allowed a broad, stable middle class to emerge, […]

John Rubino Substack - A big part of prepping is about our families rather than ourselves. That is, we want to set things up so our loved ones are protected from the risks they’ll face in the coming hard times. This isn’t usually a problem because buying and organizing precious metals, guns, and food-producing land is fun. But there’s […]

John Rubino Substack - When a Russian spokesman announced that the BRICS (Brazil, Russia, India, China, and South Africa) countries were going to introduce a gold-backed currency at their August 22 – 24 Johannesburg meeting, that prospect — coupled with a complete absence of details — set off a frenzy of speculation about what exactly was coming. Will it […]

John Rubino Substack - The three crucial pieces of the world’s energy future just fell into place for me. First, I saw this graphic about the energy density of uranium, which pretty much explains where humanity is going to have to end up: Then came this graphic from Ahead of the Herd’s Rick Mills depicting nuclear power’s “capacity factor,” which means […]

John Rubino Substack - The three crucial pieces of the world’s energy future just fell into place for me. First, I saw this graphic about the energy density of uranium, which pretty much explains where humanity is going to have to end up: Then came this graphic from Ahead of the Herd’s Rick Mills depicting nuclear power’s “capacity factor,” which means […]

John Rubino Substack - One of the things that kept many Americans financially afloat these past few years is the fact that student loan payments were suspended. That bought some time but apparently didn’t solve the underlying problem of low wages in an increasingly expensive world. Because it’s now becoming common to use credit cards to cover day-to-day expenses. […]

John Rubino Substack - Martin Armstrong has led a complex and tempestuous life — see this and this. But we’re not going there. His current work is what lands him on the list of People We Should Know. Armstrong is a consultant and forecaster who uses a prediction model he calls Socrates to identify and extrapolate trends in politics, economics, and finance. […]

John Rubino Substack - This is a reprint [with a few edits] of an article I wrote way back in 2010 — when a supercycle crash was already overdue: The fascinating thing about “long wave” analysis (broadly defined to include Kondratieff waves,  Elliott waves, and William Strauss and Neil Howe’s Fourth Turning) is that while each theory uses its own indicators and terminology to show […]

John Rubino Substack - Google makes its (many) billions by spying on its customers, mining the resulting personal information, and using/selling the profitable bits. So it’s no surprise that phones based on Google’s Android platform have default settings that violate rather than protect customer privacy. But Android phones — especially the latest versions — do offer settings that allow […]