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John Rubino

  • Analysis & Opinion

John Rubino's Opinion & Analysis
A complete archive of John Rubino's articles, including current analysis & opinion - Page 3

One of the common transitions that bull markets go through as they age and die is a narrowing of leadership. As formerly strong sectors begin to stall out, investors shift into whatever is still...
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...
Well that didn’t take long. Two weeks of falling share prices and the European and Japanese central banks caved. First the ECB promised new stimulus — which the markets liked — and...
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...
A few years ago, economist Nouriel Roubini was explaining to a reporter why Chinese economic data couldn’t be trusted. He noted that it takes the US weeks and sometimes months to pull together...
The commodities bust may be about to claim some brand-name victims: Freeport-McMoRan Inc: The Hits Just Keep Coming Freeport-McMoRan (N:FCX) is off to a brutal start in 2016 with its stock price down...
It seems that at least some OPEC members are starting to panic: War of words breaks out among OPEC members (CNN Money) – Is the pain of low oil prices becoming unbearable for OPEC? After...
Regular contributor Michael Pollaro offers three more charts which tell a story that’s both disturbing and apparently misunderstood by a lot of mainstream analysts. The US trade deficit (exports...
As China’s leaders figure out that pegging the yuan to the dollar while quintupling their debt in five years was a colossal mistake, they are, apparently, concluding that the only way out is a...
One of the (many) fascinating things about this latest global financial crisis is that there’s no single catalyst. Unlike 2008 when the carnage could be traced back to US subprime housing, or...