--- title: News & Insights | Dr. John Rutledge description: The views and opinions expressed in this article 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 investment product, or to engage in any particular strategy 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. --- [Skip to the main content.](https://safanad.com/news/author/insights#main-content) [![Safanad Logo](https://safanad.com/hs-fs/hubfs/Web%20Images/safanad_logo_primary.png?width=991&height=547&name=safanad_logo_primary.png "Safanad Logo")](https://safanad.com) [![Safanad Logo](https://safanad.com/hs-fs/hubfs/Web%20Images/safanad_logo_white.png?width=991&height=547&name=safanad_logo_white.png "Safanad Logo")](https://safanad.com) - [About](https://safanad.com/business) - [Our Business](https://safanad.com/business) - [Our Values](https://safanad.com/values) - [Our Strategy](https://safanad.com/strategy) - [Our Heritage](https://safanad.com/heritage) - [Team](https://safanad.com/board) - [Board of Directors](https://safanad.com/board) - [Our Team](https://safanad.com/team) - [Operating Group](https://safanad.com/operating-group) - [Careers](https://safanad.com/careers) - [Platforms](https://safanad.com/platforms) - [Education](https://safanad.com/education) - [Healthcare](https://safanad.com/healthcare) - [Digital Infrastructure](https://safanad.com/digital-infrastructure) - [Real Estate](https://safanad.com/realestate) - [Safanad KSA](https://safanad.com/safanad-ksa) - [Chief Strategist](https://safanad.com/chief-strategist) - [News](https://safanad.com/news/tag/news) - [Contact](https://safanad.com/contact) [Investor Login](https://services.dataexchange-eu.fiscloudservices.com) Toggle Menu Toggle Menu [Investor Login](https://services.dataexchange-eu.fiscloudservices.com) - [About](https://safanad.com/business) - [Our Business](https://safanad.com/business) - [Our Values](https://safanad.com/values) - [Our Strategy](https://safanad.com/strategy) - [Our Heritage](https://safanad.com/heritage) - [Team](https://safanad.com/board) - [Board of Directors](https://safanad.com/board) - [Our Team](https://safanad.com/team) - [Operating Group](https://safanad.com/operating-group) - [Careers](https://safanad.com/careers) - [Platforms](https://safanad.com/platforms) - [Education](https://safanad.com/education) - [Healthcare](https://safanad.com/healthcare) - [Digital Infrastructure](https://safanad.com/digital-infrastructure) - [Real Estate](https://safanad.com/realestate) - [Safanad KSA](https://safanad.com/safanad-ksa) - [Chief Strategist](https://safanad.com/chief-strategist) - [News](https://safanad.com/news/tag/news) - [Contact](https://safanad.com/contact) [Linkedin](https://www.linkedin.com/company/safanad-inc) # Dr. John Rutledge The views and opinions expressed in this article 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 investment product, or to engage in any particular strategy 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. [![fig1-august-cpi-inflation](https://safanad.com/hubfs/fig2-august-core-cpi-x-oer.png)](https://safanad.com/news/why-the-fed-should-not-increase-rates) #### [Why the Fed Should Not Increase Rates](https://safanad.com/news/why-the-fed-should-not-increase-rates) [Dr. John Rutledge](https://safanad.com/news/author/insights) After Removing a Major Flaw in the CPI Index, August Core CPI Inflation was just 2.1% [READ MORE](https://safanad.com/news/why-the-fed-should-not-increase-rates) [![](https://safanad.com/hubfs/image%20(4).jpg)](https://safanad.com/news/things-kevin-warsh-needs-to-know) #### [Things Kevin Warsh Needs to Know](https://safanad.com/news/things-kevin-warsh-needs-to-know) [Dr. John Rutledge](https://safanad.com/news/author/insights) Inflation is higher, real incomes lower than reports show. Scrap the dotplot and forward guidance. I... [READ MORE](https://safanad.com/news/things-kevin-warsh-needs-to-know) [![](https://safanad.com/hubfs/dfb16314-6fb6-4fd8-877a-1035dd613e98_480x480.jpg)](https://safanad.com/news/sorry-kevin.-fun-fact-the-fed-cant-print-oil) #### [Sorry, Kevin. Fun Fact: The Fed Can't Print Oil.](https://safanad.com/news/sorry-kevin.-fun-fact-the-fed-cant-print-oil) [Dr. John Rutledge](https://safanad.com/news/author/insights) Tough first day at work. April inflation 4%. Growth fading. The FOMC meets in 3 weeks. Politicizing ... [READ MORE](https://safanad.com/news/sorry-kevin.-fun-fact-the-fed-cant-print-oil) [![](https://safanad.com/hubfs/Asset-First-Economics_05-1.jpg)](https://safanad.com/news/asset-first-economics-update.-we-are-not-going-broke) #### [Asset-First Economics Update. We are not going broke.](https://safanad.com/news/asset-first-economics-update.-we-are-not-going-broke) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: With the world in such turmoil today, it is difficult to focus on the fundamentals . But we... [READ MORE](https://safanad.com/news/asset-first-economics-update.-we-are-not-going-broke) [![](https://safanad.com/hubfs/farfromequilibrium.png)](https://safanad.com/news/far-from-equilibrium) #### [Far From Equilibrium](https://safanad.com/news/far-from-equilibrium) [Dr. John Rutledge](https://safanad.com/news/author/insights) A Fascinating Discussion with Economists and World Class Financial Guru, John Rutledge [READ MORE](https://safanad.com/news/far-from-equilibrium) [![](https://safanad.com/hubfs/17a52b17-897c-45c0-b511-4115ff7a2d95_2752x1536.jpg)](https://safanad.com/news/rethinking-real-rates) #### [Rethinking Real Rates](https://safanad.com/news/rethinking-real-rates) [Dr. John Rutledge](https://safanad.com/news/author/insights) Rethinking Real Rates Through the lens of Asset-First Economics. Central banks using the wrong measu... [READ MORE](https://safanad.com/news/rethinking-real-rates) [![](https://safanad.com/hubfs/f722ce2a-34cc-463a-b256-ffbd56e0f0e1_2307x1641.jpg)](https://safanad.com/news/the-only-report-investors-need-to-read) #### [The Only Report Investors Need to Read - Asset-First Economics, the U.S. Balance Sheet](https://safanad.com/news/the-only-report-investors-need-to-read) [Dr. John Rutledge](https://safanad.com/news/author/insights) Z.1. Financial Accounts of the United States, Third Quarter 2025 Summary The most important economic... [READ MORE](https://safanad.com/news/the-only-report-investors-need-to-read) [![](https://safanad.com/hubfs/1d763e57-438b-48ab-a45e-18e5985ab11c_2752x1536.webp)](https://safanad.com/news/asset-based-economics-the-back-story) #### [Asset-Based Economics, The Back Story](https://safanad.com/news/asset-based-economics-the-back-story) [Dr. John Rutledge](https://safanad.com/news/author/insights) Asset-Based Economics, The Back Story Tangible Assets, Complex Adaptive Systems, and Far From Equili... [READ MORE](https://safanad.com/news/asset-based-economics-the-back-story) [![](https://safanad.com/hubfs/report_cover.001.jpeg)](https://safanad.com/news/rutledge/safanad-cited-in-cfa-institutes-research-policy-centers-study) #### [Rutledge/Safanad cited in CFA Institute's Research & Policy Center’s study](https://safanad.com/news/rutledge/safanad-cited-in-cfa-institutes-research-policy-centers-study) [Dr. John Rutledge](https://safanad.com/news/author/insights) Dr. John Rutledge, Safanad's Chief Strategist has been cited in CFA Institute's Research and Policy ... [READ MORE](https://safanad.com/news/rutledge/safanad-cited-in-cfa-institutes-research-policy-centers-study) [![](https://safanad.com/hubfs/AI-Generated%20Media/Images/Oil%20painting%20image%20of%20a%20warning%20about%20avoiding%20China%20stocks%20due%20to%20potential%20Sudden%20Loss%20Syndrome%20SLS%20caused%20by%20political%20decisions.jpeg)](https://safanad.com/news/cnbc-fast-money-why-you-should-not-buy-chinese-stocks-today) #### [CNBC Fast Money: Why You Should Not Buy Chinese Stocks Today](https://safanad.com/news/cnbc-fast-money-why-you-should-not-buy-chinese-stocks-today) [Dr. John Rutledge](https://safanad.com/news/author/insights) [READ MORE](https://safanad.com/news/cnbc-fast-money-why-you-should-not-buy-chinese-stocks-today) [![](https://safanad.com/hubfs/AI-Generated%20Media/Images/oil%20painting%20of%20a%20balance%20scale%20with%201.jpeg)](https://safanad.com/news/friday-brain-dump) #### [Friday Brain Dump](https://safanad.com/news/friday-brain-dump) [Dr. John Rutledge](https://safanad.com/news/author/insights) Corrected August PCE 1.6%. Springtime in New York. Things That are Not a Thing [READ MORE](https://safanad.com/news/friday-brain-dump) [![](https://safanad.com/hubfs/rate-cut.png)](https://safanad.com/news/still-waiting-for-lower-rates) #### [Still waiting for lower rates](https://safanad.com/news/still-waiting-for-lower-rates) [Dr. John Rutledge](https://safanad.com/news/author/insights) If Fed Chairman Powell had competed in the 100-yard dash in last month’s Paris Olympics, we would st... [READ MORE](https://safanad.com/news/still-waiting-for-lower-rates) [![](https://safanad.com/hubfs/ibm-1-1-1.jpg)](https://safanad.com/news/my-first-device-was-an-ibm-1401) #### [My First Device Was an IBM 1401](https://safanad.com/news/my-first-device-was-an-ibm-1401) [Dr. John Rutledge](https://safanad.com/news/author/insights) In Which: Dr. John explains why it took a year to run his first regression and learned that you don’... [READ MORE](https://safanad.com/news/my-first-device-was-an-ibm-1401) [![](https://safanad.com/hubfs/April-inflation.png)](https://safanad.com/news/corrected-april-inflation-1.9) #### [Corrected April Inflation 1.9%](https://safanad.com/news/corrected-april-inflation-1.9) [Dr. John Rutledge](https://safanad.com/news/author/insights) Corrected April inflation – CPI 1.9%, Core CPI 2.2%–is already at the Fed’s target. Next week’s PCE ... [READ MORE](https://safanad.com/news/corrected-april-inflation-1.9) [![](https://safanad.com/hubfs/not-stagflation.png)](https://safanad.com/news/this-is-not-stagflation) #### [This is Not Stagflation](https://safanad.com/news/this-is-not-stagflation) [Dr. John Rutledge](https://safanad.com/news/author/insights) In Which: Dr. John Tells You to Ignore the stagflation hysteria. Last week’s inflation reports were ... [READ MORE](https://safanad.com/news/this-is-not-stagflation) [![](https://safanad.com/hubfs/inflation-image-1.png)](https://safanad.com/news/the-right-way-to-measure-inflation-and-real-interest-rates) #### [The Right Way to Measure Inflation and Real Interest Rates](https://safanad.com/news/the-right-way-to-measure-inflation-and-real-interest-rates) [Dr. John Rutledge](https://safanad.com/news/author/insights) In which Dr. John advises you to skip FOMC meetings but show up for earnings calls, suggests that as... [READ MORE](https://safanad.com/news/the-right-way-to-measure-inflation-and-real-interest-rates) [![](https://safanad.com/hubfs/Stories_from_the_Road.png)](https://safanad.com/news/stories-from-the-road) #### [Stories from the Road](https://safanad.com/news/stories-from-the-road) [Dr. John Rutledge](https://safanad.com/news/author/insights) Chapter 1: In Which Dr. John Tries to Save the World by Trading Corn for Nukes and Fails—Again. [READ MORE](https://safanad.com/news/stories-from-the-road) [![](https://safanad.com/hubfs/Group-1000007704.jpg)](https://safanad.com/news/forget-the-fed.-intrinsic-value-intrinsic-risk) #### [Forget the Fed. Intrinsic Value, Intrinsic Risk](https://safanad.com/news/forget-the-fed.-intrinsic-value-intrinsic-risk) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: [READ MORE](https://safanad.com/news/forget-the-fed.-intrinsic-value-intrinsic-risk) [![](https://safanad.com/hubfs/blog-image-1.png)](https://safanad.com/news/goodbye-inflation.-hello-tribal-conflict) #### [Goodbye Inflation. Hello Tribal Conflict](https://safanad.com/news/goodbye-inflation.-hello-tribal-conflict) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: The headlines blasting the “hot” December CPI report were badly mistaken. After removing th... [READ MORE](https://safanad.com/news/goodbye-inflation.-hello-tribal-conflict) [![](https://safanad.com/hubfs/Corrected-October-Inflation.jpg)](https://safanad.com/news/corrected-october-inflation-1.5) #### [Corrected October Inflation 1.5%](https://safanad.com/news/corrected-october-inflation-1.5) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: A string of October inflation reports confirms that inflation has come down much faster tha... [READ MORE](https://safanad.com/news/corrected-october-inflation-1.5) [![](https://safanad.com/hubfs/Xi-Meetings.jpg)](https://safanad.com/news/cnbc-fast-money.-the-biden/xi-meetings) #### [CNBC Fast Money. The Biden/Xi Meetings.](https://safanad.com/news/cnbc-fast-money.-the-biden/xi-meetings) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Today, I had the opportunity to talk with CNBC Fast Money anchor Melissa Lee about what we ... [READ MORE](https://safanad.com/news/cnbc-fast-money.-the-biden/xi-meetings) [![](https://safanad.com/hubfs/geopolitical-crisis.jpg)](https://safanad.com/news/fed-will-be-forced-to-lower-rates-end-qt) #### [Fed Will Be Forced to Lower Rates, End QT](https://safanad.com/news/fed-will-be-forced-to-lower-rates-end-qt) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: The headlines are dominated by geopolitical crises and human tragedy—Russia/Ukraine, Israel... [READ MORE](https://safanad.com/news/fed-will-be-forced-to-lower-rates-end-qt) [![](https://safanad.com/hubfs/MoneyShow-Investor-Keynote.jpg)](https://safanad.com/news/moneyshow-investor-keynote) #### [MoneyShow Investor Keynote](https://safanad.com/news/moneyshow-investor-keynote) [Dr. John Rutledge](https://safanad.com/news/author/insights) NOTE TO READERS: Stock and bond markets were spooked by the August CPI report (+0.6% for August, +3.... [READ MORE](https://safanad.com/news/moneyshow-investor-keynote) [![](https://safanad.com/hubfs/Geek-Think-Housing-Boom.jpg)](https://safanad.com/news/geek-think-housing-boom-phase-diagrams) #### [Geek Think: Housing Boom Phase Diagrams](https://safanad.com/news/geek-think-housing-boom-phase-diagrams) [Dr. John Rutledge](https://safanad.com/news/author/insights) Warning, this article may only be interesting to serious geeks. If you are not a geek, the DELETE bu... [READ MORE](https://safanad.com/news/geek-think-housing-boom-phase-diagrams) [![](https://safanad.com/hubfs/Bond-Prices-and-Interest-Rates.jpg)](https://safanad.com/news/bond-prices-and-interest-rates) #### [Bond Prices and Interest Rates](https://safanad.com/news/bond-prices-and-interest-rates) [Dr. John Rutledge](https://safanad.com/news/author/insights) Yesterday, I posted a piece about inflation expectations and Treasury yields. I ended with a warning... [READ MORE](https://safanad.com/news/bond-prices-and-interest-rates) [![](https://safanad.com/hubfs/Understanding-Budget-Deficits-and-Interest-Rates.jpg)](https://safanad.com/news/understanding-budget-deficits-and-interest-rates) #### [Understanding Budget Deficits and Interest Rates](https://safanad.com/news/understanding-budget-deficits-and-interest-rates) [Dr. John Rutledge](https://safanad.com/news/author/insights) Note: When I wrote this explanation of budget deficits and interest rates in 2007 as a chapter of my... [READ MORE](https://safanad.com/news/understanding-budget-deficits-and-interest-rates) [![](https://safanad.com/hubfs/Frozen-Residential-Property-Market.jpg)](https://safanad.com/news/frozen-residential-property-market-wont-thaw-until-rates-come-down) #### [Frozen Residential Property Market Won’t Thaw Until Rates Come Down](https://safanad.com/news/frozen-residential-property-market-wont-thaw-until-rates-come-down) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Yesterday, I posted a piece arguing the Fed rate hike was a mistake and inflation and rates... [READ MORE](https://safanad.com/news/frozen-residential-property-market-wont-thaw-until-rates-come-down) [![](https://safanad.com/hubfs/The-Fed-Story-is-Over.jpg)](https://safanad.com/news/the-fed-story-is-over) #### [The Fed Story is Over](https://safanad.com/news/the-fed-story-is-over) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: The Fed raised rates again for the 11th time in the past 16 months—I believe for the last t... [READ MORE](https://safanad.com/news/the-fed-story-is-over) [![](https://safanad.com/hubfs/How-to-Understand-Economic-and-Financial.jpg)](https://safanad.com/news/how-to-understand-economic-and-financial-crises-using-the-tools-from-far-from-equilibrium-physics) #### [How to Understand Economic and Financial Crises Using the Tools from Far-From-Equilibrium Physics](https://safanad.com/news/how-to-understand-economic-and-financial-crises-using-the-tools-from-far-from-equilibrium-physics) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: I believe the key to managing financial crises is to understand the how systems behave when... [READ MORE](https://safanad.com/news/how-to-understand-economic-and-financial-crises-using-the-tools-from-far-from-equilibrium-physics) [![](https://safanad.com/hubfs/CNBC-Fast-Money-Why-Did-Yellen-Go-ToBeijing.jpg)](https://safanad.com/news/cnbc-fast-money.-why-did-yellen-go-to-beijing) #### [CNBC Fast Money. Why Did Yellen Go To Beijing?](https://safanad.com/news/cnbc-fast-money.-why-did-yellen-go-to-beijing) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: I spoke with CNBC Fast Money anchor Melissa Lee today about what Treasury Secretary Janet Y... [READ MORE](https://safanad.com/news/cnbc-fast-money.-why-did-yellen-go-to-beijing) [![](https://safanad.com/hubfs/Investing-in-a-Geopolitical-Earthquake.jpg)](https://safanad.com/news/investing-in-a-geopolitical-earthquake) #### [Investing in a Geopolitical Earthquake](https://safanad.com/news/investing-in-a-geopolitical-earthquake) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: You can’t blame pandemic-fatigued investors for being scared when we learned there was a co... [READ MORE](https://safanad.com/news/investing-in-a-geopolitical-earthquake) [![](https://safanad.com/hubfs/Frame.jpg)](https://safanad.com/news/interest-rates-have-peaked) #### [Interest Rates Have Peaked](https://safanad.com/news/interest-rates-have-peaked) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Forget Powell’s tough talk at last week’s FOMC press conference. Interest rates are heading... [READ MORE](https://safanad.com/news/interest-rates-have-peaked) [![](https://safanad.com/hubfs/CNBC-Power-Lunch.jpg)](https://safanad.com/news/cnbc-power-lunch-may-17-2023) #### [CNBC Power Lunch May 17, 2023](https://safanad.com/news/cnbc-power-lunch-may-17-2023) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: I spoke with anchors Tyler Mathison and Kelly Evans along with CFR’s David Sacks to evaluat... [READ MORE](https://safanad.com/news/cnbc-power-lunch-may-17-2023) [![](https://safanad.com/hubfs/Group-1000005185.jpg)](https://safanad.com/news/bad-data-the-case-of-the-consumer-price-index) #### [Bad Data: The Case of the Consumer Price Index](https://safanad.com/news/bad-data-the-case-of-the-consumer-price-index) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Misled by bad inflation data, the Fed raised rates too high, too fast, and drove the bankin... [READ MORE](https://safanad.com/news/bad-data-the-case-of-the-consumer-price-index) [![](https://safanad.com/hubfs/Credit-Crisis-Investing.jpg)](https://safanad.com/news/credit-crisis-investing) #### [Credit Crisis Investing](https://safanad.com/news/credit-crisis-investing) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Fed mistakes have brought the economy to edge of a credit crisis. Investors should be playi... [READ MORE](https://safanad.com/news/credit-crisis-investing) [![](https://safanad.com/hubfs/Frame-1.jpg)](https://safanad.com/news/dancing-in-the-dark) #### [Dancing in the Dark](https://safanad.com/news/dancing-in-the-dark) [Dr. John Rutledge](https://safanad.com/news/author/insights) Warning: If you came here looking for a complete, logical explanation for the state of the global ec... [READ MORE](https://safanad.com/news/dancing-in-the-dark) [![](https://safanad.com/hubfs/CNBC-Year-End-Special-with-Brian-Sullivan.jpg)](https://safanad.com/news/cnbc-year-end-special-with-brian-sullivan) #### [CNBC Year-End Special with Brian Sullivan](https://safanad.com/news/cnbc-year-end-special-with-brian-sullivan) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Late last year (the day before yesterday) I spoke with Brian Sullivan and AEI’s Derek Sciss... [READ MORE](https://safanad.com/news/cnbc-year-end-special-with-brian-sullivan) [![](https://safanad.com/hubfs/The-Real-Long-COVID.jpg)](https://safanad.com/news/the-real-long-covid) #### [The Real Long COVID](https://safanad.com/news/the-real-long-covid) [Dr. John Rutledge](https://safanad.com/news/author/insights) [READ MORE](https://safanad.com/news/the-real-long-covid) [![](https://safanad.com/hubfs/CNBC-Exchange-with-Brian-Sullivan.jpg)](https://safanad.com/news/cnbc-exchange-with-brian-sullivan) #### [CNBC Exchange with Brian Sullivan](https://safanad.com/news/cnbc-exchange-with-brian-sullivan) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: On Monday, I spoke with Brian Sullivan, my friend of many years and Anchor of CNBC’s The Ex... [READ MORE](https://safanad.com/news/cnbc-exchange-with-brian-sullivan) [![](https://safanad.com/hubfs/Raising-Interest-Rates-and-Selling-Bonds.jpg)](https://safanad.com/news/raising-interest-rates-and-selling-bonds) #### [Raising Interest Rates and Selling Bonds.](https://safanad.com/news/raising-interest-rates-and-selling-bonds) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary (January 9, 2022): Now that the Fed has shown that it can at least talk tough, the speculati... [READ MORE](https://safanad.com/news/raising-interest-rates-and-selling-bonds) [![](https://safanad.com/hubfs/What-Investors-Need-to-Know-About-the-Taper-Inflation-and-Real-Assets.jpg)](https://safanad.com/news/what-investors-need-to-know-about-the-taper-inflation-and-real-assets) #### [What Investors Need to Know About the Taper, Inflation, and Real Assets](https://safanad.com/news/what-investors-need-to-know-about-the-taper-inflation-and-real-assets) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Last week, Chairman Powell announced the Fed will begin to “taper” its bond purchases by $1... [READ MORE](https://safanad.com/news/what-investors-need-to-know-about-the-taper-inflation-and-real-assets) [![](https://safanad.com/hubfs/Tangible-Assets-2.jpg)](https://safanad.com/news/tangible-assets-2) #### [Tangible Assets 2](https://safanad.com/news/tangible-assets-2) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: I was happy to see that the Tangible Assets piece I posted several days ago was viewed by a... [READ MORE](https://safanad.com/news/tangible-assets-2) [![](https://safanad.com/hubfs/Tangible-Assets.jpg)](https://safanad.com/news/tangible-assets) #### [Tangible Assets](https://safanad.com/news/tangible-assets) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Wall Street has discovered real assets again. Maybe someday economics will too. [READ MORE](https://safanad.com/news/tangible-assets) [![](https://safanad.com/hubfs/I-Can-a-little-more-See-Clearly-Now.jpg)](https://safanad.com/news/i-can-a-little-more-see-clearly-now) #### [I Can (a little more) See Clearly Now](https://safanad.com/news/i-can-a-little-more-see-clearly-now) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: We know a lot more today than we did three months ago. We know the occupants of the White H... [READ MORE](https://safanad.com/news/i-can-a-little-more-see-clearly-now) [![](https://safanad.com/hubfs/Investment-Strategy-Driving-Through-Fog-2.jpg)](https://safanad.com/news/investment-strategy-driving-through-fog) #### [Investment Strategy: Driving Through Fog](https://safanad.com/news/investment-strategy-driving-through-fog) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Driving in a heavy fog is difficult, frightening and exhausting, as every investor knows to... [READ MORE](https://safanad.com/news/investment-strategy-driving-through-fog) [![](https://safanad.com/hubfs/Network-Theory-Complex-Systems-Avalanches-Pandemics-and-Financial-Crises.jpg)](https://safanad.com/news/network-theory-complex-systems-avalanches-pandemics-and-financial-crises) #### [Network Theory, Complex Systems, Avalanches, Pandemics and Financial Crises](https://safanad.com/news/network-theory-complex-systems-avalanches-pandemics-and-financial-crises) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: In my previous articles, I have stressed that sudden, violent, temporary events like earthq... [READ MORE](https://safanad.com/news/network-theory-complex-systems-avalanches-pandemics-and-financial-crises) [![](https://safanad.com/hubfs/How-toThinkAbout-Recessionand-FinancialCrisis.jpg)](https://safanad.com/news/how-to-think-about-recession-and-financial-crisis) #### [How to Think About Recession and Financial Crisis](https://safanad.com/news/how-to-think-about-recession-and-financial-crisis) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: I posted these charts several months ago with a promise that I would write more to explain ... [READ MORE](https://safanad.com/news/how-to-think-about-recession-and-financial-crisis) [![](https://safanad.com/hubfs/Ricardo-and-the.jpg)](https://safanad.com/news/ricardo-and-the-gains-from-trade-in-graphs) #### [Ricardo and the Gains from Trade in Graphs](https://safanad.com/news/ricardo-and-the-gains-from-trade-in-graphs) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Ricardo didn’t write what most economists think he did. Warning! This post is going to be p... [READ MORE](https://safanad.com/news/ricardo-and-the-gains-from-trade-in-graphs) [![](https://safanad.com/hubfs/INVESTING-IN-THE-TIME-OF-CHOLERA.jpg)](https://safanad.com/news/investing-in-the-time-of-cholera-fear-panic-and-disorderly-markets) #### [Investing in the Time of Cholera: Fear, Panic, and Disorderly Markets](https://safanad.com/news/investing-in-the-time-of-cholera-fear-panic-and-disorderly-markets) [Dr. John Rutledge](https://safanad.com/news/author/insights) By Dr. John Rutledge [READ MORE](https://safanad.com/news/investing-in-the-time-of-cholera-fear-panic-and-disorderly-markets) [![](https://safanad.com/hubfs/Investing-in-the-Time-of-Cholera.jpg)](https://safanad.com/news/investing-in-the-time-of-cholera) #### [Investing in the Time of Cholera](https://safanad.com/news/investing-in-the-time-of-cholera) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: I am closing this article on Sunday night 3/15. By the time you read it I expect that marke... [READ MORE](https://safanad.com/news/investing-in-the-time-of-cholera) [![](https://safanad.com/hubfs/EXCHANGE-WITH-KELLY-EVANS-BANNER.jpg)](https://safanad.com/news/cnbc-the-exchange-with-kelly-evans-sir-models-and-the-epidemiology-of-financial-crises) #### [CNBC The Exchange With Kelly Evans, SIR Models, and the Epidemiology of Financial Crises](https://safanad.com/news/cnbc-the-exchange-with-kelly-evans-sir-models-and-the-epidemiology-of-financial-crises) [Dr. John Rutledge](https://safanad.com/news/author/insights) By Dr. John Rutledge [READ MORE](https://safanad.com/news/cnbc-the-exchange-with-kelly-evans-sir-models-and-the-epidemiology-of-financial-crises) [![](https://safanad.com/hubfs/1070x400.jpg)](https://safanad.com/news/trade-war-progress-report) #### [Trade War Progress Report](https://safanad.com/news/trade-war-progress-report) [Dr. John Rutledge](https://safanad.com/news/author/insights) October 14, 2019 – On Friday, the White House announced what they called “Phase One” of a trade deal... [READ MORE](https://safanad.com/news/trade-war-progress-report) [![](https://safanad.com/hubfs/1070x400-2.jpg)](https://safanad.com/news/u.s.-china-trade-war-the-impact-on-the-tech-ecosystem) #### [U.S. China-Trade War: The Impact on the Tech Ecosystem](https://safanad.com/news/u.s.-china-trade-war-the-impact-on-the-tech-ecosystem) [Dr. John Rutledge](https://safanad.com/news/author/insights) August 8, 2019 – This week I spoke to 300 venture capital investors at Bloomberg’s Venture Future co... [READ MORE](https://safanad.com/news/u.s.-china-trade-war-the-impact-on-the-tech-ecosystem) [![](https://safanad.com/hubfs/e20effee-2651-4bc7-a10a-02371eb49422_2088x916.jpg)](https://safanad.com/news/what-investors-need-to-know-about-the-taper-inflation-and-real-assets-1) #### [What Investors Need to Know About the Taper, Inflation, and Real Assets](https://safanad.com/news/what-investors-need-to-know-about-the-taper-inflation-and-real-assets-1) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Last week, Chairman Powell announced the Fed will begin to “taper” its bond purchases by $5... [READ MORE](https://safanad.com/news/what-investors-need-to-know-about-the-taper-inflation-and-real-assets-1) [![](https://safanad.com/hubfs/Picturea.jpg)](https://safanad.com/news/investment-strategy-part-2-election-outlook-and-implications) #### [Investment Strategy Part 2: Election Outlook and Implications](https://safanad.com/news/investment-strategy-part-2-election-outlook-and-implications) [Dr. John Rutledge](https://safanad.com/news/author/insights) COVID-19: Economic and Market Impact Summary: We don’t have to wait long for clarity on the election... [READ MORE](https://safanad.com/news/investment-strategy-part-2-election-outlook-and-implications) [![](https://safanad.com/hubfs/Picture1-1.jpg)](https://safanad.com/news/investment-strategy-part-1-driving-through-fog) #### [Investment Strategy Part 1: Driving Through Fog](https://safanad.com/news/investment-strategy-part-1-driving-through-fog) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Driving in a heavy fog is difficult, frightening and exhausting, as every investor knows to... [READ MORE](https://safanad.com/news/investment-strategy-part-1-driving-through-fog) [![](https://gallery.mailchimp.com/ec42ede96decf2388edcfc1f2/images/206d0240-672c-4e5f-ae52-13750c28760d.png)](https://safanad.com/news/fed-powell-testimony-from-35000-feet) #### [Fed:  Powell Testimony from 35,000 feet](https://safanad.com/news/fed-powell-testimony-from-35000-feet) [Dr. John Rutledge](https://safanad.com/news/author/insights) I am on a flight somewhere over the Midwest on my way to New York to meet with my good friends at Ao... [READ MORE](https://safanad.com/news/fed-powell-testimony-from-35000-feet) [![](https://safanad.com/hubfs/cdda2083-cfba-4a2a-abc2-a38c58475c92.png)](https://safanad.com/news/storm-watch-cnbc-in-search-of-the-missing-trade-policy) #### [Storm Watch: CNBC - In Search of the Missing Trade Policy](https://safanad.com/news/storm-watch-cnbc-in-search-of-the-missing-trade-policy) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: I did a CNBC Power Lunch hit on Thursday to talk about whether the Trump Administration has... [READ MORE](https://safanad.com/news/storm-watch-cnbc-in-search-of-the-missing-trade-policy) [![](https://safanad.com/hubfs/8716cf8f-9494-4281-a6f3-0e47eec185c7.png)](https://safanad.com/news/storm-watch-the-case-of-the-impromptu-trade-mission) #### [Storm Watch: The Case of the Impromptu Trade Mission](https://safanad.com/news/storm-watch-the-case-of-the-impromptu-trade-mission) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: This piece contains links to a May 4th CNBC Power Lunch discussion of the US trade mission ... [READ MORE](https://safanad.com/news/storm-watch-the-case-of-the-impromptu-trade-mission) [![](https://safanad.com/hubfs/8a4f4856-4cf7-4a8c-8fe4-b0bf40ba0e33.png)](https://safanad.com/news/storm-watch-cnbc-zte-and-the-case-of-the-chinese-laundry) #### [Storm Watch: CNBC: ZTE and The Case of the Chinese Laundry](https://safanad.com/news/storm-watch-cnbc-zte-and-the-case-of-the-chinese-laundry) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Here is a link to a recent CNBC Power Lunch segment on Trump's announcement that he had dec... [READ MORE](https://safanad.com/news/storm-watch-cnbc-zte-and-the-case-of-the-chinese-laundry) [![](https://safanad.com/hubfs/3f1111a5-ee58-49c0-9ad2-eb8f6b8f590f.png)](https://safanad.com/news/storm-watch-nbc-power-lunch-trade-war-on-hold) #### [Storm Watch: NBC Power Lunch Trade War on hold?](https://safanad.com/news/storm-watch-nbc-power-lunch-trade-war-on-hold) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: I was on CNBC Power Lunch today to talk about the recent news that the trade war between th... [READ MORE](https://safanad.com/news/storm-watch-nbc-power-lunch-trade-war-on-hold) [![](https://safanad.com/hubfs/0c60fb4d-95a7-4568-bb63-a6eb30ab66a7.png)](https://safanad.com/news/storm-watch-bond-yields-inflationand-earnings-reports) #### [Storm Watch: Bond Yields, Inflationand Earnings Reports](https://safanad.com/news/storm-watch-bond-yields-inflationand-earnings-reports) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Rising bond yields are the greatest investment risk investors face today. This week's earni... [READ MORE](https://safanad.com/news/storm-watch-bond-yields-inflationand-earnings-reports) [![](https://safanad.com/hubfs/a8b0edc6-fba2-458e-bb75-d8e3710a08c7.png)](https://safanad.com/news/storm-watch-tariffs-trade-and-the-rule-of-law) #### [Storm Watch: Tariffs, Trade and the Rule of Law](https://safanad.com/news/storm-watch-tariffs-trade-and-the-rule-of-law) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: CNBC posted a second video along with an article based on my Power Lunch interview last wee... [READ MORE](https://safanad.com/news/storm-watch-tariffs-trade-and-the-rule-of-law) [![](https://safanad.com/hubfs/9e2b5539-ccf7-4dd2-9327-fb22c903af38-1.png)](https://safanad.com/news/storm-watch-cnbc-power-lunch) #### [Storm Watch: CNBC Power Lunch](https://safanad.com/news/storm-watch-cnbc-power-lunch) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: As I wrote a few days ago, I did a spot on CNBC's Power Lunch Friday to talk about tariffs ... [READ MORE](https://safanad.com/news/storm-watch-cnbc-power-lunch) [![](https://safanad.com/hubfs/AI-Generated%20Media/Images/Create%20an%20image%20representing%20the%20economic%20landscape%20described%20in%20the%20article.jpeg)](https://safanad.com/news/storm-watch-tariffs-trade-wars-new-fed-chairman-and-asset-prices) #### [Storm Watch: Tariffs, Trade Wars, New Fed Chairman and Asset Prices](https://safanad.com/news/storm-watch-tariffs-trade-wars-new-fed-chairman-and-asset-prices) [Dr. John Rutledge](https://safanad.com/news/author/insights) FYI: I will be talking about these topics on CNBC Power Lunch tomorrow (Friday, 3/23/18) between 1-3... [READ MORE](https://safanad.com/news/storm-watch-tariffs-trade-wars-new-fed-chairman-and-asset-prices) [![](https://safanad.com/hubfs/af999eb1-9e89-434a-b5fb-3651da0f4d23.jpg)](https://safanad.com/news/storm-watch-cnbc-boeing-tariffs-kudlow-in-the-white-house) #### [Storm Watch: CNBC: Boeing, Tariffs, Kudlow in the White House](https://safanad.com/news/storm-watch-cnbc-boeing-tariffs-kudlow-in-the-white-house) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Trump tariffs on steel and aluminum have more to do with Europe than China. But a trade war... [READ MORE](https://safanad.com/news/storm-watch-cnbc-boeing-tariffs-kudlow-in-the-white-house) [![](https://safanad.com/hubfs/14d03af5-b2ef-46ef-9d79-043dd0548f13.jpg)](https://safanad.com/news/storm-watch-its-ok-to-be-a-little-more-optimistic-about-north-korea) #### [Storm Watch: It's OK to be (a Little) More Optimistic about North Korea](https://safanad.com/news/storm-watch-its-ok-to-be-a-little-more-optimistic-about-north-korea) [Dr. John Rutledge](https://safanad.com/news/author/insights) Summary: Recent headlines about a possible meeting between Trump and Kim Jung Un are missing the poi... 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