Stay away from Chinese stocks
Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor shares his perspective on Chinese stocks.
China bubble fueled by margin loans
Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, and Andy Xie, independent economist, discuss the drastic steps Chinese authorities took to stop the financial bleeding in China’s markets.
Perspectives on China
Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Squawk Box on 1st July 2015, where he shared his views on China
Turning point for Activism?
Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Power Lunch on May 13th. Along with Jim Paulsen, John discussed the value of activism in light of DuPont’s recent proxy fight victory over activist investor Nelson Peltz.
Own Europe, short the Euro
Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Power Lunch on May 13th. John discussed his market outlook for the latter half of 2015, noting that he’d rather own Europe than U.S.
Bullish on China growth not stocks
Brenda Hentschel | @brendahentschel
Wednesday, 13 May 2015 | 2:19 PM ETCNBC.com
Investors observe stock market at a stock exchange corporation on April 17, 2015 in Jiujiang, Jiangxi province of China.
The latest read on the Chinese economy may show it is still losing steam but according to SAFANAD Chief Strategist, John Rutledge, the PBOC easing over the […]
Bond sell-off to end deflation?
Dr. John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Asia’s Squawk Box on 12th May 2015. John discussed the decline in bond prices and the effect this will have on the economy.
Economics as Energy Framework: Complexity, Turbulence, Financial Crises, and Protectionism
John Rutledge, Safanad’s Chief Investment Strategist, recently published a paper for The Review of Financial Economics entitled “Economics as energy framework: Complexity, turbulence, financial crises, and protectionism”. This paper presents a framework for thinking about economic growth, trade, and capital flows viewed as transformations of current and vintage solar energy, stored in the form of […]
Santelli Exchange: Open market operations and China’s growth
John Rutledge, Safanad’s Chief Investment Strategist, was a guest on a new show – CNBC’s Santelli Exchange, on Tuesday, April 21st. John joined CNBC’s Rick Santelli to discuss open market operations and China’s capital outflows.
Economy soft, look to Europe short-term
John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Power Lunch on Monday, April 6. John discussed his global market strategy noting it is more interesting to make equity bets in the euro area in the short-term.