CNBC Fast Money: Why You Should Not Buy Chinese Stocks Today
Retail investors shouldn’t touch China stocks, warns Safanad’s John Rutledge Summary: After 50...
Office of the Chief Strategist
Using insight, foresight and integrity, the Office of the Chief Strategist at Safanad is dedicated to shaping the firm’s long-term investment strategy, identifying market opportunities, and providing thought leadership across our focus sectors.
Led by Dr. John Rutledge, our Office of the Chief Strategist leverages deep economic expertise and global market analysis to guide Safanad’s disciplined, value-driven investment approach, ensuring alignment with our mission to deliver strong, risk-adjusted returns.
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Dr. John Rutledge
Chief Strategist
Dr. John Rutledge is Safanad’s Chief Strategist and a member of the Investment Committee.
Dr. Rutledge was one of the principal architects of the Reagan Economic Plan in 1980-81 and an adviser to the Bush White House on tax policy and Iraq. He has advised government leaders in China, Saudi Arabia and Kuwait on economic, financial and investment issues. Currently, he is Senior Research Professor at Claremont Graduate University, focusing on monetary and financial economics and the causes of financial crises. He is also an Honorary Professor at the Chinese Academy of Sciences and Chief Advisor for Finance to the Governor of the Haidian district of Beijing.
Dr. Rutledge was granted the Beijing’s Great Wall Friendship Award in recognition of his role as a trusted advisor to China’s top officials. He is the author of three books and currently is the Economics Contributor to CNBC. He holds a B.A. degree from Lake Forest College and a PhD in economics from the University of Virginia.
Insight
We harness deep economic and market analysis to uncover opportunities that drive strategic growth, ensuring informed decision-making across Safanad’s investment platforms.
Foresight
Anticipating global trends and market shifts, we position Safanad to capitalize on emerging opportunities, delivering sustainable, long-term value.
Integrity
Our strategic guidance is rooted in transparency and ethical principles, fostering trust with our partners and stakeholders worldwide.
Dr. John Rutledge
Chief Strategist
Dr. John Rutledge serves as Safanad’s Chief Strategist, bringing decades of expertise as a globally recognized economist and investment strategist. As the founder of Rutledge Capital, Dr. Rutledge has advised corporations, financial institutions, and governments on economic policy and investment strategy. His leadership drives Safanad’s strategic vision, navigating complex global markets to deliver value across our investment platforms.
Dr. Rutledge holds a Ph.D. in Economics from the University of Virginia and has served as an advisor to multiple U.S. presidential administrations. His thought leadership is frequently featured in Safanad’s Insights, where he explores macroeconomic trends and their implications for our investment platforms.
On the Record
Asset-First Economics: Two Economies, Not One.
Main Street Journal: Inflation, The Taper, and Real Assets
CNBC Squawk Box: Huawei
CNBC Trade Turmoil: US/China Trade
Explore Insights
Friday Brain Dump
Oct 11, 2024
Corrected August PCE 1.6%. Springtime in New York. Things That are Not a Thing Dr. John Rutledge...
Still waiting for lower rates
Sep 25, 2024
If Fed Chairman Powell had competed in the 100-yard dash in last month’s Paris Olympics, we would...
My First Device Was an IBM 1401
Aug 12, 2024
In Which: Dr. John explains why it took a year to run his first regression and learned that you...
Corrected April Inflation 1.9%
Aug 12, 2024
Corrected April inflation – CPI 1.9%, Core CPI 2.2%–is already at the Fed’s target. Next week’s PCE...
This is Not Stagflation
Aug 12, 2024
In Which: Dr. John Tells You to Ignore the stagflation hysteria. Last week’s inflation reports were...
The Right Way to Measure Inflation and Real Interest Rates
Aug 12, 2024
In which Dr. John advises you to skip FOMC meetings but show up for earnings calls, suggests that...
Stories from the Road
Aug 12, 2024
Chapter 1: In Which Dr. John Tries to Save the World by Trading Corn for Nukes and Fails—Again....
Forget the Fed. Intrinsic Value, Intrinsic Risk
Aug 12, 2024
Summary: Forget the Fed. Inflation, rates will surprise on the downside. Spending, growth will...
Goodbye Inflation. Hello Tribal Conflict
Aug 12, 2024
Summary: The headlines blasting the “hot” December CPI report were badly mistaken. After removing...
Corrected October Inflation 1.5%
Aug 12, 2024
Summary: A string of October inflation reports confirms that inflation has come down much faster...
CNBC Fast Money. The Biden/Xi Meetings.
Aug 12, 2024
Summary: Today, I had the opportunity to talk with CNBC Fast Money anchor Melissa Lee about what we...
Fed Will Be Forced to Lower Rates, End QT
Aug 12, 2024
Summary: The headlines are dominated by geopolitical crises and human tragedy—Russia/Ukraine,...
MoneyShow Investor Keynote
Aug 12, 2024
NOTE TO READERS: Stock and bond markets were spooked by the August CPI report (+0.6% for August,...
Geek Think: Housing Boom Phase Diagrams
Aug 12, 2024
Warning, this article may only be interesting to serious geeks. If you are not a geek, the DELETE...
Bond Prices and Interest Rates
Aug 12, 2024
Yesterday, I posted a piece about inflation expectations and Treasury yields. I ended with a...
Understanding Budget Deficits and Interest Rates
Aug 12, 2024
Note: When I wrote this explanation of budget deficits and interest rates in 2007 as a chapter of...
Frozen Residential Property Market Won’t Thaw Until Rates Come Down
Aug 12, 2024
Summary: Yesterday, I posted a piece arguing the Fed rate hike was a mistake and inflation and...
The Fed Story is Over
Aug 12, 2024
Summary: The Fed raised rates again for the 11th time in the past 16 months—I believe for the last...
How to Understand Economic and Financial Crises Using the Tools from Far-From-Equilibrium Physics
Aug 12, 2024
Summary: I believe the key to managing financial crises is to understand the how systems behave...
Downloads
CNBC Fast Money
After 50 years of investing, I have decided it’s time to share my secret strategy with you, the thing that will keep you in the game when things go bad.
DownloadMoneyShow Keynote
Private equity and real estate are my preferred investment categories. They are rich veins of ore for the right investors, but they are no place for tourists.
DownloadThe views and opinions expressed are those of Dr. John Rutledge. Assumptions made in the analysis are not reflective of the position of any entity other than Dr. Rutledge's. The information contained in this document does not constitute a solicitation, offer, or recommendation to purchase or sell any particular security or in any transaction. You should not rely on any information contained herein in making a decision with respect to an investment. You should not construe the contents of this document as legal, business, or tax advice and should consult with your own attorney, business advisor, and tax advisor as to the legal, business, tax, and related matters related hereto.