John Rubino | TalkMarkets | Page 35

John Rubino

Author and Website Editor
Contributor's Links: John Rubino's Substack
John blogs on Substack and is the former manager of the popular financial website DollarCollapse.com. His books include The Money Bubble: What To Do Before It Pops (2014), The Collapse Of The Dollar And How to Profit From It (2008), Clean Money: Picking Winners In The Green-Tech Boom (2008) and How ...more
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The Bear Is At The Door, Part 1: Momentum Stocks Getting Crushed
Friday, February 5, 2016 2:14 PM EDT
One of the common transitions that bull markets go through as they age and die is a narrowing of leadership
In this article: AMZN, GOOG, NFLX, SPY, META, MTUM
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Bad Numbers And Dark Prophesies: Almost Everybody’s Cutting Something
Thursday, February 4, 2016 2:22 PM EDT
US jobless claims were higher than expected, and continue the rising trend of the past few weeks.
In this article: KSS, RGLD
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This Is Really Bad For Banks
Wednesday, February 3, 2016 1:54 PM EDT
Once upon a time, falling interest rates were great for banks. A lower cost of capital gave lenders access to cheap raw material while causing borrowers to clamber for what banks were selling. Large profits usually ensued.
In this article: BAC
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Epic Battle: Hedge Funds Versus China
Tuesday, February 2, 2016 11:50 AM EDT
Some high-profile hedge funds now view China as another Great Britain and are trying for a replay of 1992 by shorting the yuan.
In this article: CNY, FXB, FXE
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Atlanta Fed Sees Far Weaker Than Expected Q1 GDP
Monday, February 1, 2016 1:44 PM EDT
The US is looking at yet another weak stretch in which economists (represented by the Blue Chip consensus) are gradually forced to admit that they’ve wildly overestimated our ability to manage our debt.
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Welcome To The Currency War, Part 21: Japan Goes Negative; US To Return Fire In 2016
Saturday, January 30, 2016 6:25 PM EDT
Two weeks of falling share prices and the European and Japanese central banks go into full panic mode. The ECB promised new stimulus — which the markets liked — and then BoJ upped the ante with negative interest rates — which the markets loved.
In this article: BAC, GS, JPM
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Big Companies, Huge Problems
Wednesday, January 27, 2016 1:41 PM EDT
I am listing a three companies in very different fields, all of which are forced to admit that their business model doesn’t match the environment. All hope the environment will improve, but in fact it’s deteriorating at an accelerating rate.
In this article: BA, BAC, CAT Also: AAPL
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The End Is Near, Part 8: Apple’s Revenue "Falls Off A Cliff"
Wednesday, January 27, 2016 4:22 AM EDT
One by one the pillars of the recovery are toppling. Last year the Chinese infrastructure party ended and the shale oil boom went bust. More recently the FANG stocks went from pulling the market up to pushing it down.
In this article: AAPL
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The Rich Are Feeling A Lot Less Rich
Sunday, January 24, 2016 9:41 AM EDT
Pretend for a minute that you’re a member in good standing of the 1%, with a net worth in the tens of millions of dollars. You aren’t deeply involved in the management of this money, but your financial advisers diversified you appropriately.
In this article: PBR, GLCNF
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Chronicle Of A Debt Foretold
Friday, January 22, 2016 3:22 PM EDT
Critics of today’s fiat currency/fractional reserve banking world have (for what seems like forever) made the common sense point that when debt rises faster than cash flow, bad things are bound to happen.
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Short Sellers Back In The Saddle: Q&A With Bearing Asset Management
Wednesday, January 20, 2016 3:04 PM EDT
In the past year, as the US stopped quantitatively easing, China stopped buying commodities and oil tanked, the tide has gone out with a vengeance.
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Everybody’s Doing It
Tuesday, January 19, 2016 12:14 PM EDT
A post on the unreliability of China’s official numbers attracted “people who live in glass houses shouldn’t throw stones.” type comments, i.e. where does an American get off criticizing the honesty of another government’s reporting practices.
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Why Are We Still Paying Attention To Chinese Numbers?
Tuesday, January 19, 2016 2:41 AM EDT
A few years ago, economist Nouriel Roubini was explaining to a reporter why Chinese economic data couldn’t be trusted. He concluded that they’re just making up their numbers.
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Another Atrocious Week Going Out With A Bang
Friday, January 15, 2016 1:54 PM EDT
On days when lots of financial numbers are released, the normal pattern is for some to point one way and some another, giving everyone a little of what they want and overall presenting a reassuringly muddled picture of the economy.
In this article: BHP, WMT, INTC
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Fed Starts To Walk Back Its Rate Hike. Next Step: More QE, Bigger Experiments
Thursday, January 14, 2016 4:29 PM EDT
A month after the Fed’s dreaded quarter-point interest rate hike, the markets tank and out come the talking heads to promise that whatever is bothering traders, Daddy will make it right.
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DeFANGed
Wednesday, January 13, 2016 10:39 PM EDT
Yesterday’s bulletproof stocks, led by the FANGs, are getting whacked today. The carnage will go on until the Fed reverses course and offers up a new, bigger and better QE program.
In this article: IBM, LNKD, AAPL, AMZN, CSCO, GOOG, MSFT, NFLX, META
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545 to 560 of 782 Posts
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