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Table of Contents -- Updated 2/14/26
Backgrounders, "how-to" posts, and stock portfolios
Oct 21, 2025
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John Rubino
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Q4 Earnings: This is Why You Start With the Quality Names
Our Portfolio is pretty extensive, which raises questions about how to turn this long list into a coherent investment strategy.
13 hrs ago
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John Rubino
21
4
Rick Mills: The Copper Shortage Has Arrived
One of the wild things about copper is that it’s now trading at an all-time high price while supply and demand are more or less in balance.
Feb 13
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John Rubino
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7
Putin Whacks Silver
But just temporarily
Feb 12
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John Rubino
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46
5
The Gold/Silver Bull Market, in Eight Charts
Incrementum just published its Monthly Gold Compass chartbook.
Feb 11
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John Rubino
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8
2
So...About That Chinese Silver Short Whale
Many of you have probably heard at least part of this story.
Feb 8
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John Rubino
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26
3
Barrick's Q4 Report: A Sign of Things to Come For Our Portfolio
A few years ago, a friend (tired of listening to me rant about precious metals miners) asked his financial advisor for some gold exposure.
Feb 8
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John Rubino
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5
Interviews With KE Report, Triangle Investor, FSN
Feb 6
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John Rubino
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