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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 -   It’s no secret that one of the main things propping up the US stock market has been corporations’ willingness to buy back their own shares with borrowed money. The following chart illustrates the rather amazing correlation between share repurchases and share prices. This was obviously a short-lived strategy, one that would end when companies […]

Dollar Collapse.com -   One of the big surprises of the past few years is the number of brand-name hedge funds reporting terrible results. Their customers are not amused: Hedge Funds Are Losing Endowments After Exodus of Pensions (Bloomberg) – Following the lead of pensions, some U.S. endowments and foundations are souring on hedge funds.Hedge fund fees and […]

Dollar Collapse.com -   Japan and Europe have been operating with negative interest rates for going on a year now, and this is what they have to show for it: For readers who aren’t completely clear about the GDP charts, they’re measuring the annual rate of change, so 0.4% means an economy is growing at a rate of […]

HoweStreet.com Radio - US job numbers look good but very deceptive

Dollar Collapse.com - Negative interest rates are an existential threat for insurance companies, pension funds and other financial entities that need positive investment returns to survive. As rates on government bonds have gone negative in Europe and Japan, the above companies have been big buyers of US Treasury bonds, which still (for some reason) continue to offer positive […]

Dollar Collapse.com -   The First Rebuttal website has coined a term that gets to the heart of an increasingly dysfunctional system: The too-big-to-fail stock market. The general thesis is that most major countries are over-leveraged to that point of maybe being unable to survive a garden variety equities bear market – and are doing whatever it takes […]

Dollar Collapse.com -   The most recent batch of economic stats was even more disappointing than usual, resulting in a cliff dive for the Atlanta Fed’s GDPNow US growth report: It’s the same around the world, with European, Japanese and Chinese numbers coming in below (already lowered) expectations. The implication? Interest rates in major countries will either remain […]

Dollar Collapse.com -   In the sound money community it’s generally understood that abandoning the last vestige of the gold standard in 1971 gave major countries effectively-unlimited credit cards – which corrupted them irredeemably. Now – with government bonds yielding either next to or less than nothing – that corruption has begun to spread to corporations, whose bonds […]

HoweStreet.com Radio - A surprising stat about US job growth

Dollar Collapse.com - This series is based on the premise that debt works the same way for countries as it does for individuals and families: When you borrow too much your life spins out of control. For national and multi-national entities that means elections become unpredictable, economies function erratically, and public policies become more ad hoc and less […]
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