All posts by John Rutledge

John Rutledge

John’s Twitters on 2012-04-10

April 10, 2012 0 Comments

friend Tom Hazlett has a great piece in Barrons re shift of wireless competition from carriers to Apple/Rim etc http://t.co/IaM8BdJk # In wireless, ave price…

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John’s Twitters on 2012-04-05

April 5, 2012 0 Comments

Monetization? Fed bought 2/3 of Treas debt issued 2011, more than priv & for inv together http://t.co/qjvoPxWL # Treas bonds riskiest game in the house…

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John’s Twitters on 2012-04-04

April 4, 2012 0 Comments

Anyone who makes 10 yr loans to the Spanish government at 5.31% yield is nuts! JR @cnbcfastmoney @cnbc # Spain is next to go–youth unemployment…

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John’s Twitters on 2012-04-03

April 3, 2012 0 Comments

RT The big china story-will shrink for reserves @CNBC China to Allow More Overseas Investment: PBOC Head http://t.co/RJxJjqDL $$ #Economy #

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John’s Twitters on 2012-04-02

April 2, 2012 0 Comments

Will be on #CNBC #cnbcfastmoney Monday noon-1PM Eastern re worries about China growth. hint: yesterday's March PMI at 11-month high 53.1 #

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John’s Twitters on 2012-04-01

April 1, 2012 0 Comments

Friend John Taylor's excellent WSJ op-ed highlighting danger the Fed is out of control. http://t.co/ePIc8gkb http://t.co/EecS6u6f # Will be on #cnbc #cnbcfastnoney Monday noon-1PM EST…

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CNBC Fast Money Monday noon-1PM

April 1, 2012 0 Comments

FYI: I will be on CNBC’s Fast Money Monday from noon-1PM EAstern time to discuss the China growth news released this weekend. As you know,…

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John’s Twitters on 2012-03-29

March 29, 2012 0 Comments

Fed bought 61% of new govt debt last yr. When they turn seller to shrink reserves expect huge spike in bond rates http://t.co/JzAA6Gun # Fed…

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John’s Twitters on 2012-03-28

March 28, 2012 0 Comments

Fed now biggest storm system for economy & why I'm increasing inflation bets. "Bernanke Pledges to Keep Rates Low" http://t.co/vOu8mtXu # Bernanke is a major…

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John’s Twitters on 2012-03-27

March 27, 2012 0 Comments

My friend Scott Grannis updated chart http://t.co/HTMilfzq on tangible assets and inflation we 1st did in 1970s http://t.co/yZBRvV9c #

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