Sitemap - 2025 - John Rubino's Substack

Interviews With Matthew Piepenburg, KER, Sachs, Main Not Wall, WSB, Christian White

Recession Watch: Should We Really Be Piling Into Equities and Options?

Evaporating Silver

Goldman Sachs: Uranium's Structural Deficit Makes the Miners a "Buy"

Looking For the Next 10-Bagger? Check Out KE Report's Weekly Update

The Coming Gold Miner Buyout Boom, In One Chart

The Precious Metals Bull Market Enters "Normal" Territory

Why Platinum Is In Our Portfolio

The End of the Fiat Currency Experiment, in Seven Charts

The Housing Bust Is Here: Sellers Outnumber Buyers by 500,000

Rubino & Piepenburg: Trapped, Doors Closed

Gold Is Outperforming Stocks and Bonds

Becoming Invisible, Part 17: Next-Gen PCs Riddled With AI Spyware

Interviews with USA Watchdog, Investing News, Soar Financially, CapitalCosm, Liberty & Finance

Should We Return This Gold Miner to Our Portfolio?

Art of the Collapse, June 2025

Monthly Portfolio Review, May 2025

Has This Big Silver Miner Turned the Corner?

Et tu, Costco?

Believe It or Not, Gold is Still Out of Favor

When an Explorer Becomes a Potential Tier-1

Uranium Stocks Are Crushing It Today

Is Global Warming Just Another Establishment Scam?

Inflation and the Lies Realtors Have to Tell

Recession Watch: Unsustainable Interest Rates

Creeping Fascism: Global Healthcare Takeover

How Would a New Gold Standard Work?

Silver M&A Is Heating Up

All the Royalty/Streaming Stocks on One Page

Britain Steps Back From the Brink

Two Big Royalty Companies Report "Best Ever" Q1 Numbers

More Blow-Out Q1 Gold Miner Earnings

Black Swans: What If Bad People Get Next-Level AI?

When a Favorite Stock Disappoints, But Promises a Quick Fix

Table of Contents -- Updated 6/9/25

Monthly Portfolio Review, April 2025

Art of the Collapse, May 2025

Interviews With KER, WS Bullion, Palisades, L&F, 1,000 Bagger, J Taylor

Recession Watch: Real Estate Is Already There

Health Prepping: Seed Oils Are Poison

More Tales From the Gold Bull Market: Earnings Beats and High-Premium M&A

Q1 Earnings Season Opens With a Bang

Mining is Hard: The End of the Cobre Panama Story?

How to Judge Those Gold Miner "Free Cash Flow" Numbers

Gold Is Becoming "Monetary Infrastructure"

Poetic Justice For Private Equity

Let's Add Another Silver Miner

Health Prepping: Did AI Just Cut Cancer Risk by 90%?

Confused? Join the Club: Inflation Plunges While Inflation Expectations Spike

Time to Take Profits in Gold Mining Stocks? Jim Rickards Says Not Yet

Saved By a Rising Gold Price...Again

Gold Miners: Great Q1 Earnings Coming

Watch the Gold/Silver Ratio

Off-Topic But Amazing: Welcome Back, Dire Wolves

Deflation Watch: Cheaper Oil = Cheaper Everything = Plunging Interest Rates

Bad News for Mexican Miners, Good News for Physical Silver

How Do We Play This Bear Market?

What Just Happened? Part 1: Gold and Silver Fall Hard

Interviews With KE Report, USA Watchdog, Wall Street Bullion, CapitalCosm, Wealthion

Art of the Collapse, April 2025

Monthly Portfolio Review, March 2025

Seven Charts That Put the Gold Bull Market in Context

From the Archives: So That's Who's Screwing Everything Up

Watch This Undervalued Royalty Company Turn the Corner

Recession Watch: Cratering Condos and Creeped-Out Consumers

$3,000 Gold = Gold Miner Acquisition Binge

Is Silver Being Suppressed?

Health Prepping: Stop Poisoning Yourself, Part 1

Table of Contents -- Updated 4/27/25

The MSM Discovers Copper

Saved By a Rising Gold Price, Part 2

Nomi Prins: Time to Buy the Uranium Dip

Civil War in the UK?

Adam Taggart: How to Buy and Store Gold

Gold Porn, Part 2: It's a Real Bull Market

Interviews With Sachs Realty, Michael Douville, Liberty and Finance, Jay Taylor, FSN

Rhyming History: The 1990s Dot-Com Bubble

Our Biggest Winner...Keeps On Winning

Germany Chooses Inflation. Bond Investors Say "No Thanks"

Saved by a Rising Gold Price

Monthly Portfolio Review, February 2025

Art of the Collapse, March 2025

Ouch! This Is Why We Take Profits When a Gold Explorer Pops

Weirdest Housing Bubble Ever

Stocks We Should Have Bought, Part 1

Recession Watch: Should We Be Raising Cash?

Gold Miner Earnings: This One Really Matters

Wild Times in Precious Metals

Why Timing Matters For Short Selling

Strong Gods Versus the Open Society

More Blow-Out Gold Miner Earnings

From the Archives: The Epic Failure Of Modern Experts

Here We Go: Gold Miners Start Reporting Blow-Out Earnings

Matt Taibbi Explains the USAID/Politico Scandal

Gold Outlook: Murky For the Metal, Bright For the Miners

Interviews With Canadian Bitcoiners, Sachs Realty, Decentralize TV, CapitalCosm

Could Two of Our Portfolio Companies be Acquired as a Package Deal?

Exposing the Empire's Secrets In Real-Time

Health Prepping: Vitamin D Prevents Tooth Decay

From the Archives: This Is What Inflation Does To Our Kids

Table of Contents -- Updated 2/19/25

Art of the Collapse, February 2025

Monthly Portfolio Review: January 2025

The Casino Enters "Peak Complexity"

Recession Watch: Did the Everything Bubble Just Pop?

One of Our Lottery Tickets Becomes a Gold Producer in June

Trump's Biggest Policy Change Is Great For Gold

The Trumpian Revolution, In Context

Is Uranium Set For Another Run?

Can Desalination Save the Southwest?

Mining is Hard: Mali Demands a Bigger Cut

Nice Write-Up For One of Our Portfolio Stocks

Your First Gun: Readers Weigh In

Portfolio Success Stories: Different Paths to Decent Gains

Is the Catalyst For the Next Financial Crisis...Homeowners Insurance?

Our Third Dividend Stock: A Modest But Rising Yield

The UK's Strange Collapse

Rhyming History: Weimar Germany's Hyperinflation

Let's Have Another Contest

Interviews With Soar Financially, Liberty & Finance, KRE, FSN

Annual Portfolio Review, 2024