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America, Ex-Distortion
Saturday, April 12, 2008
by John Rubino

In yet another sign that the end is near, Harper’s Magazine, that venerable fount of left wing culture, has become a source of clear-eyed financial journalism. In February it ran a cover story by iTuilip’s Eric Janszen explaining America’s devolution ...
Shayne McGuire: The Early Innings of a Gold Boom
Tuesday, February 26, 2008
by John Rubino

My new friend Shayne McGuire is director of global research at Texas’ $115 billion Teacher Retirement System, which means he oversees a vast portfolio of high-grade bonds, Blue Chip stocks, and cash. Not the kind of environment that’s usually hospita ...
After Denial Comes Accommodation
Sunday, February 24, 2008
by John Rubino

Back in June of 2006 I posted some long excerpts from an internal report produced by Colorado & Santa Fe Real Estate, a Denver firm owned by an entrepreneur Marcel Arsenault. More about him here. After riding the long bull market in U.S. real estate ...
Value Traps Revisited
Friday, December 21, 2007
by John Rubino

During the past year the thoughts of some perceptive people appeared in this column. But just how perceptive is only apparent in retrospect. Some of these guys absolutely nailed it. So for the holidays I've decided to repost a few of the columns tha ...
The Problem Everyone Else Wants
Wednesday, November 07, 2007
by John Rubino

Here we go. Gold and silver are soaring, financial stocks are tanking, heads are rolling on Wall Street, and the Fed’s creditability is melting like a popsicle on a hot summer sidewalk.
Shorting China is Trickier than I Thought
Thursday, September 27, 2007
by John Rubino

Here’s one for the ‘don’t try this at home,’ file. Yesterday’s post on how the dollar’s decline makes China’s red-hot stock market look like a classic short candidate—and my decision to buy puts on a China ETF—brought the following response from
Today I Shorted China
Wednesday, September 26, 2007
by John Rubino

Yesterday I took part in a round table discussion with some seriously smart, articulate money managers, two of whom are putting their clients into foreign stocks. Well-run companies with nice dividends in fiscally-sound countries will outperform, the ...
Finally, the Crossroad
Monday, September 24, 2007
by John Rubino

One of the most popular themes of the sound-money media is “the crossroad,” that place where a country ends up when it borrows too much for two long and is forced to choose between two (and only two) very different paths. One leads to deflation, with ...
Nope, That’s Not Money
Sunday, August 19, 2007
by John Rubino

Prudent Bear’s Doug Noland has for years been pointing out that one of the drivers of the credit bubble has been the ever-broadening definition of money. As the global economy expanded without a hic-up, more and more instruments came to be used as a ...
Death Spiral
Friday, July 20, 2007
by John Rubino

In our 2004 book, “The Coming Collapse of the Dollar,” James Turk and I said this about the effect of a falling dollar on other countries:
This Time It’s Value Traps
Wednesday, June 13, 2007
by John Rubino

Most financial bubbles are pretty easy to spot: An asset class climbs way beyond what old-fashioned valuation measures used to define as reasonable, market participants start acting like idiots, and pundits rationalize the madness with learned “new e ...
Best Quotes of May 2007
Sunday, June 10, 2007
by John Rubino

A world run on two or three fiat currencies, issued and accepted by diktat...becomes only more likely every time that drug-lords in Moscow trade a kilo of crank. But as a store of wealth for the future, however, gold keeps winning out. Since the drea ...
Look Out Below
Friday, June 09, 2006
by John Rubino

The world is full of people with little or no real estate experience (okay, like me) who still claim to know the business well enough to predict a crash. It’s also full of real estate industry pros who, deep in denial, seem to expect a soft landing f ...
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