by John Rubino's Substack | Jul 19, 2025 | AlphaTack Intel
The wait was long, but the payoff is big: Junior miners are finally driving the action in precious metals. KE Report just posted an interview with mining analyst Dave Erfle, who explains why this trend has legs. Here’s an excerpt: Financing Surge, Juniors...
by John Rubino's Substack | Mar 24, 2025 | AlphaTack Intel
Most of the following charts are from Wolf Street or the Kobeissi letter. Definitely follow those guys. Cratering Condos There’s no way to overstate how crazy US home prices have become. To take just one metric, the median US household income is $79,200, but it takes...
by John Rubino's Substack | Nov 16, 2024 | AlphaTack Intel
Home prices are at all-time highs, and — amazingly — are still rising. Compare today’s average price to that of 2007, which is generally thought to be the peak of America’s biggest-ever housing bubble: And mortgage rates, which were supposed to fall when the Fed...
by John Rubino's Substack | Feb 28, 2024 | AlphaTack Intel
Two things are keeping the US economy afloat right now. First is massive deficit spending, as the US dumps about $2 trillion of borrowed money into the banking system each year: Second, the AI “instant bubble,” is sending huge amounts of capital into a handful of tech...
