Survive and Thrive in the Coming Crisis
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 858 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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rubino.substack.comLatest Issues
Recent Deals Mean Rising Dividends For This Portfolio Stock
A lot of M&A is happening among our Portfolio companies, much of it not widely reported.
A lot of M&A is happening among our Portfolio companies, much of it not widely reported. So this post is the first in a series that chronicles the mor...
Spiking Interest Rates Freeze Housing, In Five Charts
Inflation isn’t moderating. Instead, it’s stuck at levels far above the Fed’s 2% target:
Sticky inflation is causing long-term US interest rates to spike:
Spiking 10-year yields have pushed mortgage interest rates above 7%:
Home sales,...
When a Project Becomes Twice As Valuable...
Explorers and junior miners are always tweaking the metrics that define their projects.
Explorers and junior miners are always tweaking the metrics that define their projects. Ideally, they want their drilling programs to increase expected...
This Is Bad For Fossil Fuels But Great For Copper
The world is wiring everything in sight and is desperate for more electrons, no matter how they’re derived. The resulting investment thesis: “Buy everything related to power generation.”
Our Portfolio reflects this, with oil, uranium, and...
Tech Insiders On The Coming U.S. Debt Crisis
The massively popular “All-In” podcast usually features tech insiders arguing about where AI is headed and who’s leading the way. But in a recent show, they spent some time analyzing the U.S. financial system. And their conclusions are apoc...
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Authors
The writers behind this newsletter.
Gold bug, crisis investor, author or co-author of five books on investing. Founder and editor of DollarCollapse.com until its sale in 2022. Looking for ways to survive and thrive in chaotic times.
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