Dr. John Rutledge: Far from Equilibrium Economics
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Economic as Energy Framework: Complexity, Turbulence, Financial Crises, and Protectionism.
Review of Financial Economics (2015)
Jan 2, 2015
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Dr. John Rutledge
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Economic as Energy Framework: Complexity, Turbulence, Financial Crises, and Protectionism.
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This is Not Stagflation.
Ignore the stagflation hysteria. Last week's inflation reports were not "hot." March CPI Inflation was 2.6% (not 3.5%); PCE Inflation 1.9%, (not 2.5%).
Apr 28
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Dr. John Rutledge
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This is Not Stagflation.
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Quickie: Feb. Corrected PCE Inflation 1.8%
In Which Dr. John (Quickly) Explains Why February PCE Inflation, corrected by removing Fictitious Owners' Equivalent Rent (OER), was 1.8%, below the…
Apr 1
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Dr. John Rutledge
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Quickie: Feb. Corrected PCE Inflation 1.8%
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The Right Way to Measure Inflation and Real Interest Rates
In Which Dr. John advises you to skip FOMC meetings but show up for earnings calls, suggests that asset prices are the right inflation index, and why…
Mar 25
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Dr. John Rutledge
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The Right Way to Measure Inflation and Real Interest Rates
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Stories from the Road
Chapter 1: In Which Dr. John Tries to Save The World by Trading Corn for Nukes and Fails--Again
Feb 23
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Dr. John Rutledge
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Stories from the Road
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Inflation, Tax Rates, and Interest Rates
Oct 3, 2022
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Dr. John Rutledge
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Inflation, Tax Rates, and Interest Rates
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CNBC Fast Money
Jan 18
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Dr. John Rutledge
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CNBC Fast Money
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Tangible Assets
Apr 7, 2021
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Dr. John Rutledge
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Tangible Assets
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What Investors Need to Know About the Taper, Inflation, and Real Assets
Nov 17, 2021
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Dr. John Rutledge
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What Investors Need to Know About the Taper, Inflation, and Real Assets
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Forget the Fed. Intrinsic Value, Intrinsic Risk.
Forget the Fed. Inflation, rates will surprise on the downside; spending, growth will surprise to the upside. Stock prices will reflect company…
Feb 5
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Dr. John Rutledge
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Forget the Fed. Intrinsic Value, Intrinsic Risk.
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CNBC Fast Money
Invest in China? ROTFL
Jan 18
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Dr. John Rutledge
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CNBC Fast Money
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Goodbye Inflation. Hello Tribal Conflict
Consumer price Inflation in December was 1.8%, not 3.4% as reported in the headlines, below the Fed's target--again.
Jan 14
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Dr. John Rutledge
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Goodbye Inflation. Hello Tribal Conflict
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How to Think About the Deficit, the National Debt, and Interest Rates
Now that everyone has read the memo that inflation is down, people can hyperventilate about the national debt. The new Z1 report on the U.S. balance…
Dec 12, 2023
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Dr. John Rutledge
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How to Think About the Deficit, the National Debt, and Interest Rates
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Corrected October CPI Shows 1.5% Inflation
Time to Say Goodbye to QT Bond Sales and Start Cutting Rates
Nov 17, 2023
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Dr. John Rutledge
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Corrected October CPI Shows 1.5% Inflation
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CNBC Fast Money. The Biden/Xi Meetings.
Welcome to the Greatest Show on Earth
Nov 16, 2023
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Dr. John Rutledge
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CNBC Fast Money. The Biden/Xi Meetings.
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Fed Will Be Forced to Lower Rates, End QT
Damaged banks, tight credit, frozen mortgage market will force their hand.
Oct 30, 2023
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Dr. John Rutledge
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Fed Will Be Forced to Lower Rates, End QT
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MoneyShow Accredited Investor Keynote
5 Ideas to Protect Net Worth in Today’s Complex Global Economy
Sep 18, 2023
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Dr. John Rutledge
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MoneyShow Accredited Investor Keynote
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Iraq Elections, Berlin Memories
(9/14/2005)
Sep 15, 2023
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Dr. John Rutledge
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Iraq Elections, Berlin Memories
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Dr. John Rutledge: Far from Equilibrium Economics
Complex Systems Made Simple
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