News and Views

10-15% rise for Wall Street by end of 2015

John Rutledge, Safanad’s Chief Investment Strategist,  appeared on CNBC Asia’s “The Rundown” on Thursday, to discuss his expectations of  higher loans and improving jobs numbers to propel U.S. growth in 2015, likely boosting stock markets.

March 4th, 2015|

Dow 18,000 just the beginning: Pros

Michelle Fox | @MFoxCNBC
Thursday, 4 Dec 2014 | 4:20 PM ETCNBC.com

While some investors may be worried about oil derailing the rally, two pros told CNBC on Thursday they expect the Dow Jones industrial average to break 18,000 soon, and go even higher.

“The overriding thing driving this market up and the reason it will break 18,000 […]

December 4th, 2014|

Economics and Weather Maps Make for Very Interesting Art

Economics and weather maps make for very interesting art

Anna Seaman  |  November 19, 2014

Weather Map by Richard Allenby-Pratt. (Courtesy: Richard Allenby-Pratt and Safanad)

When an investment firm names themselves after the legendary steed that the Queen of Sheba gifted to King Solomon, they are already more interesting to me than most financial companies.

Then, by commissioning one of Dubai’s […]

November 19th, 2014|

Shanghai Hong Kong Connect

Dr. John Rutledge
Chief Investment Strategist at Safanad
There is a major financial storm system in Hong Kong and Shanghai. Beginning today, foreign investors and China mainland investors will be able to own each other’s stocks for the first time. It is a perfect illustration of the Safanad investment approach.  Two separate systems—Hong Kong and Shanghai stock […]

November 18th, 2014|

Credit Opportunities in the Regulatory Fallout Storm System

Dr. John Rutledge
Chief Investment Strategist at Safanad
The Safanad Weather Map identifies major economic and financial Storm Systems– investment opportunities created by return differentials that are large enough and last long enough to allow an investor to capture extraordinary returns as they run their course. This analysis discusses the forces behind the Regulatory Fallout storm system […]

October 12th, 2014|

John Rutledge on CNBC – US September Jobs Report

John Rutledge, Chief Investment Strategist at SAFANAD, expects the U.S. economy to add 200,000 to 225,000 jobs for September, reflecting a “boring” pace of growth.

October 1st, 2014|

John Rutledge on Monday PBS Nightly Business Report – Why Hong Kong unrest scares markets

September 29th, 2014|

John Rutledge on CNBC Closing Bell today re: China and Scotch!

Safanad’s Chief Investment Strategist, John Rutledge,  appeared on CNBC Closing Bell today to discuss the slowdown in China and Scotch!

September 24th, 2014|

John Rutledge on CNBC Closing Bell re: Alibaba IPO and China middle class

John Rutledge was on CNBC Closing Bell today and the topic was the Alibaba IPO and the China middle class.

September 20th, 2014|

John Rutledge on CNBC Squawk Box Today : Investing in China

John Rutledge shares his view on investing in China and the related risks on CNBC Squawk Box today.

 

CNBC Article

Individual investors seldom get a chance to buy hot stock debuts at their initial public offering prices, and this week’s Alibaba offering is no different.

But one analyst told CNBC on Thursday that investors would still do well […]

September 18th, 2014|