Dr. John Rutledge “Tuesday Lunch Series” 2-14-12 from CGU School of Politics & Economics on Vimeo.Continue Reading →
I wrote an op-ed for the Christian Science Monitor a few days ago on US/China relations. You can read it by clicking here. It deals…Continue Reading →
I did a spot with Larry Kudlow tonight to discuss today’s retail sales reports that seems to have been a major impetus behind today’s huge…Continue Reading →
You don’t Use Interest Rates to Control Cabbage Prices: China February CPI +2.7% will Not Trigger Policy Tightening.
China CPI – February 2010 (The charts below are courtesy of Andy Rothman at CLSA. Andy is by far the most knowledgeable person I know…Continue Reading →
I recently sat down with Wallace Forbes to discuss investing in China and other emerging markets—the interview is now up on Forbes.com. The text of…Continue Reading →
The Reid Bill ($15B) is better than either the December House bill ($154B) or the Baucus/Grassley Senate Finance bill ($85B) simply because it has a…Continue Reading →