John Rubino's Substack

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Unobtanium!
Silver spikes as industrial users scramble for inventory
3 hrs ago • John Rubino
Time For a Silver Volatility Spread?
A bet against boredom
Dec 24 • John Rubino
The Next Fed Chair Inherits the Death Spiral
President Trump is auditioning candidates for Fed chair (to take office in May 2026), with the main criteria apparently being who will cut rates fastest…
Dec 21 • John Rubino
AI Videos and the Shrinking Trust Horizon
An optimistic take, believe it or not
Dec 19 • John Rubino
Is An "Iceberg Order" Supporting Silver?
Here’s another apparently AI-created (performed, assisted, whatever) video that offers an interesting answer to a big question.
Dec 17 • John Rubino
One of Our Portfolio Companies Just Boosted Its Cash Flow
Lately, the news from our Portfolio companies has skewed aggressive, with a growing number of major financings and high-priced acquisitions.
Dec 16 • John Rubino
Martin Armstrong: Hyperinflation is Probable
And gold is where to be
Dec 14 • John Rubino
The Gold/Silver Bull Market, in Seven Charts
Incrementum — source of great gold/silver charts — just posted some new ones that illustrate the epic nature of this bull market.
Dec 12 • John Rubino
Our Fourth Buyout is a "Merger of Equals" For Growth Without Dilution
One of our Portfolio companies was facing a challenging few years.
Dec 10 • John Rubino
Next Year's Wild Card: The Yen Carry Trade
Most countries’ sovereign bond markets have been pretty tame lately.
Dec 8 • John Rubino
Making Sense of the "Silver Glitch"
We're running out...get ready
Dec 6 • John Rubino
Interviews with CapitalCosm, Contrarian Capitalism, Natural Resource Stocks
Dec 5 • John Rubino
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