John Rubino
John Rubino Articles
To Westerners, China has always been a mystery. The huge population of very smart, hard-working people. The succession of unfamiliar, authoritarian governments. The sense that they're playing the long game while we're obsessed with...
2013 was a year in which lots of imbalances built up but none blew up. The US and Japan continued to monetize their debt, in the process cheapening the dollar and sending the yen to five-year lows versus the euro. China allowed its debt to...
Just a quick Thanksgiving morning update on China's gold imports, which continued at extraordinary levels in October. To put the 131 tonnes in perspective:
The last two times they spiked this way, the following year was pretty brutal. See the next chart, which tracks the S&P500 (NYSEARCA:SPY) and margin debt, the amount of money investors are borrowing against their shares of stock to buy...
