Dr. John Rutledge: Far from Equilibrium Economics
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CNBC Fast Money: Why You Should Not Buy Chinese Stocks Today
10/8/24 CNBC Fast Money on (NOT) Investing in China
Oct 16, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
CNBC Fast Money: Why You Should Not Buy Chinese Stocks Today
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Friday Brain Dump
Corrected August PCE 1.6%. Springtime in New York. Things that are not a thing.
Oct 4, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
Friday Brain Dump
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September 2024
Too Little, Too Late
August CPI Inflation was just 1.4% . Rates should be 3%, not 5%. By not reducing rates a year ago the Fed has shut down bank lending and damaged small…
Sep 18, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
Too Little, Too Late
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Still Waiting for lower rates
If Fed Chairman Powell had competed in the 100 yard dash in last month's Paris Olympics, we would still be waiting for him to finish the race. Step it…
Sep 2, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
Still Waiting for lower rates
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August 2024
MoneyShow Las Vegas Keynote, 8/3/24
Inflation is Yesterday's Story. Stay Calm, Stay Invested, Forget the Fed
Aug 6, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
MoneyShow Las Vegas Keynote, 8/3/24
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July 2024
20240716 Rutledge CNBC Fast Money
I had a chance to talk with friend and CNBC Fast Money anchor Carl Quintanilla about Trump's latest tariff proposal. Bad idea.
Jul 17, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
20240716 Rutledge CNBC Fast Money
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June 2024
Video of My 6/13/24 MoneyShow Talk
Stay calm. Own, don't trade, a portfolio of great companies. Hold plenty of cash.
Jun 17, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
Video of My 6/13/24 MoneyShow Talk
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My First Device Was an IBM 1401
In Which: Dr. John explains why it took a year to run his first regression and learned that you don't need a white coat to operate a computer.
Jun 2, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
My First Device Was an IBM 1401
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May 2024
Corrected April Inflation 1.9%
Corrected April inflation--CPI 1.9%, Core CPI 2.2%--is already at the Fed's target. Next week's PCE report will tell the same story.
May 28, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
Corrected April Inflation 1.9%
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April 2024
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, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
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, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
Quickie: Feb. Corrected PCE Inflation 1.8%
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March 2024
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, 2024
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Dr. John Rutledge
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Dr. John Rutledge: Far from Equilibrium Economics
The Right Way to Measure Inflation and Real Interest Rates
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