News and Views

Stay away from Chinese stocks

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor shares his perspective on Chinese stocks.

August 2nd, 2015|

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.

July 12th, 2015|

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

July 2nd, 2015|

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.

 

May 31st, 2015|

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.

 

May 31st, 2015|

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 […]

May 31st, 2015|

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.

May 13th, 2015|

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 […]

May 5th, 2015|

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.

April 22nd, 2015|

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.

April 22nd, 2015|