Dr. John Rutledge: Far from Equilibrium Economics
Subscribe
Sign in
Home
Notes
My-croeconomics
Brain Dump
CNBC
Dr. John Golden Oldies
Archive
About
Latest
Top
Discussions
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
•
Dr. John Rutledge
9
Share this post
Quickie: Feb. Corrected PCE Inflation 1.8%
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
1
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
•
Dr. John Rutledge
11
Share this post
The Right Way to Measure Inflation and Real Interest Rates
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
1
February 2024
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
•
Dr. John Rutledge
9
Share this post
Stories from the Road
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
1
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
•
Dr. John Rutledge
9
Share this post
Forget the Fed. Intrinsic Value, Intrinsic Risk.
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
January 2024
CNBC Fast Money
Invest in China? ROTFL
Jan 18
•
Dr. John Rutledge
24
Share this post
CNBC Fast Money
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
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
•
Dr. John Rutledge
17
Share this post
Goodbye Inflation. Hello Tribal Conflict
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
5
December 2023
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
•
Dr. John Rutledge
12
Share this post
How to Think About the Deficit, the National Debt, and Interest Rates
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
5
November 2023
Corrected October CPI Shows 1.5% Inflation
Time to Say Goodbye to QT Bond Sales and Start Cutting Rates
Nov 17, 2023
•
Dr. John Rutledge
7
Share this post
Corrected October CPI Shows 1.5% Inflation
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
2
CNBC Fast Money. The Biden/Xi Meetings.
Welcome to the Greatest Show on Earth
Nov 16, 2023
•
Dr. John Rutledge
10
Share this post
CNBC Fast Money. The Biden/Xi Meetings.
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
1
October 2023
Fed Will Be Forced to Lower Rates, End QT
Damaged banks, tight credit, frozen mortgage market will force their hand.
Oct 30, 2023
•
Dr. John Rutledge
12
Share this post
Fed Will Be Forced to Lower Rates, End QT
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
5
September 2023
MoneyShow Accredited Investor Keynote
5 Ideas to Protect Net Worth in Today’s Complex Global Economy
Sep 18, 2023
•
Dr. John Rutledge
5
Share this post
MoneyShow Accredited Investor Keynote
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
2
Iraq Elections, Berlin Memories
(9/14/2005)
Sep 15, 2023
•
Dr. John Rutledge
Share this post
Iraq Elections, Berlin Memories
drjohnrutledge.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts