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Posts Tagged: john rubino
John Rubino discusses the fundamental factors behind physical silver, a few recent silver and gold takeover deals, nuances around M&A transactions, and speculation on which companies could be bought...
Mon 14 Oct, 2024
0 comment
John Rubino discusses the fundamental factors behind the resilience of gold, the disconnect in gold stocks from the metals price action, the strengths of the royalty companies business model, and why...
Thu 12 Sep, 2024
33 comments
John Rubino discusses the large M&A deal announced today where Gold Fields Limited (NYSE: GFI) is acquiring Osisko Mining Inc. (TSX:OSK) (OTC: OBNNF) for a 55% premium. We ask John if this may point...
Mon 12 Aug, 2024
2 comments
John Rubino outlines the potential for the higher gold and silver prices to lead to upside surprises with the Q2 earnings reports in the PM mining stocks and royalty companies, as they are...
Mon 8 Jul, 2024
15 comments
John Rubino discusses the continued corrective move in gold, silver, and copper and the related resource stocks over the last few weeks; and how he is managing his portfolio looking ahead to the...
Mon 10 Jun, 2024
2 comments
John Rubino, Follow John on his Substack, joins us to outline why he thinks a market crash and recession are on the horizon. This...
Mon 13 May, 2024
3 comments
john Rubino (follow John’s Substack here) joins us to discuss the balance between geopolitics vs other market factors driving gold, oil and the broad...
Mon 15 Apr, 2024
7 comments
John Rubino joins me on this Easter Monday to discuss why he thinks the Fed just capitulated and why gold and silver stocks have...
Mon 1 Apr, 2024
10 comments
John Rubino review some of the risks and also opportunities in the gold and silver stocks, and highlights the precious metals companies as a ray of light within sector....
Mon 18 Mar, 2024
1 comment
More john rubino

John Rubino – Was Gold Closing Above $2100 Today The Breakout Move We’ve All Been Waiting For?

John Rubino with his outlook on the precious metals sector, with gold breaking out above $2100, with silver having a nice move higher, and a then the precious metal stocks starting to pop up in tandem.

Mon 4 Mar, 2024
49 comments

John Rubino – Outlook on Gold, Silver, PM Producers Earnings And Margins, Sector Sentiment, And Newsflow From Juniors

John Rubino discusses his outlook on gold, silver, precious metal producers earnings reports, the narrative versus the reality around margins, the poor sector sentiment, and key recent newsflow from the PM juniors over the last week. 

Tue 20 Feb, 2024
2 comments

John Rubino – The Issue Of Rising Interest Rates, The Truth Behind The Strong Jobs Data

John Rubino joins us today to discuss the rise in interest rates and last Friday’s strong US job data.   While we continue to hear…

Mon 5 Feb, 2024
1 comment

John Rubino – Recession Indicators Abound, What Does It Mean For Commodities?

John Rubino, Editor of John Rubino’s Substack, joins us to outline a number of recession indicators that have his attention and why he thinks a…

Tue 23 Jan, 2024
0 comment

John Rubino – Gold Price To $5-10K, Energy Outlook Negative, Digging Into The Jobs Data

John Rubino, publisher of his newsletter over at Substack joins us to share his thoughts on the gold price in the near term (price floor…

Mon 8 Jan, 2024
13 comments

John Rubino – Markets Rally As Economic Data Still Mixed, But Opportunities Abound In Gold And Uranium Equities

John Rubino discusses the everything rally we’ve seen in most markets, mixed macroeconomic factors, and continued opportunities he sees in gold and uranium equities, as we move into 2024.

Tue 26 Dec, 2023
4 comments

John Rubino – Focusing On Which Gold Stocks To Position In Considering The Volatility In Precious Metals

John Rubino discusses the recent volatility in gold, and which types of gold stocks he is animated by and holding in his portfolio.

Mon 11 Dec, 2023
19 comments

Excelsior’s Week In Review – Episode 2 – Surfing The Macroeconomic Waves, Riding High On Uranium Trends, While Oil And Gold Were Pulled Down Under The Riptides

Shad reviews last weeks macroeconomic drivers covering interest rates, US dollar, Jobs Report, inflation, Fed policy, Oil, Copper, Gold, Uranium, resource stocks, and much more…

Sun 10 Dec, 2023
14 comments

John Rubino – Gold May Be Sniffing Out The Dichotomy Between Weakening Economic Data And Rallying General Equities

John Rubino outlines the key macroeconomic data points on his radar, and the strength in gold sniffing out the disconnect seen between market rallies and the weak economic data foretelling the potential of a coming recession.

Wed 29 Nov, 2023
3 comments

John Rubino – Commercial Real Estate and WeWork Bankruptcy, US Credit Rating Downgrades, Gold Stocks vs The Gold Price

John Rubino, publisher of his newsletter over at Substack joins us to discuss the issues he sees in commercial real estate and the US debt….

Mon 13 Nov, 2023
40 comments

John Rubino – Macroeconomic Data Turbulence Helping Gold, But Not So Much The Gold Stocks

John Rubino outlines the different macroeconomic data points that continue to underpin gold strength, but not so much the gold stocks.

Mon 30 Oct, 2023
0 comment

John Rubino – Mixed Financial Data And Geopolitical Pressures Continue Creating Market Volatility

John Rubino reviews the continued volatility in markets caused by mixed macroeconomic data and geopolitical tensions.

Mon 16 Oct, 2023
15 comments

John Rubino – Reflections On Interest Rates, The US Dollar, Costco Gold Buying, Oil, And Uranium

John Rubino reviews the higher interest rates and a surging US dollar, the big rush of gold buying at Costco stores, and the energy commodities of oil and uranium.

Tue 3 Oct, 2023
2 comments

John Rubino – Continued Spotlight On The Energy Commodities Of Oil and Uranium

John Rubino, continue to shine a spotlight on the energy commodities of oil and uranium, in lieu of the current macroeconomic backdrop.

Mon 18 Sep, 2023
16 comments

John Rubino – Riding The Macroeconomic Waves In Energy Commodities Like Oil, Copper, and Uranium

John Rubino, with a wide-ranging discussion on the macroeconomic environment that will lead to riding multi-part waves in the energy commodities like oil, copper, and uranium. 

Tue 5 Sep, 2023
12 comments

John Rubino – Ongoing BRICS Initiatives, Continued Interest Rate Pressures, And The Bright Spot In The Energy Sector With Oil And Uranium Stocks

John Rubino, with a wide-ranging discussion on BRICS nations initiatives, the effects of higher interest rates, and the energy sector being one of the bright spots in otherwise tough market conditions.

Mon 21 Aug, 2023
47 comments

John Rubino – Inflation And Recession Expectations, US Equities, Gold, Oil, Copper, and Uranium

John Rubino with a wide-ranging discussion on inflation, recession, and market implications for general equities, gold, and commodities like oil, copper, and uranium.

Mon 7 Aug, 2023
41 comments

John Rubino – What Are The Economic Implications Of The BRICS Countries Launching A Gold-Backed Currency?

John Rubino discusses the macroeconomic implications for recently announced gold-backed currency being proposed by the BRICS countries.  

Mon 10 Jul, 2023
21 comments

John Rubino – Using Summer Doldrums Low Sentiment To Accumulate Quality At A Discount

John Rubino discusses why he is utilizing the “summer doldrums” to accumulate quality gold, silver, oil, uranium, and copper companies into the weak sentiment.

Tue 27 Jun, 2023
13 comments

John Rubino – Opportunities For The Brave In Uranium, Oil, Copper, And Gold Resource Stocks

John Rubino, discusses potential opportunities in uranium, oil, copper, and gold equities on any short-term weakness.

Mon 12 Jun, 2023
29 comments