http://rutledgecapital.com Tue, 25 Sep 2012 07:28:00 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 http://rutledgecapital.com/2012/09/25/johns-twitters-on-2012-09-25/ http://rutledgecapital.com/2012/09/25/johns-twitters-on-2012-09-25/#comments Tue, 25 Sep 2012 07:28:00 +0000 John Rutledge http://rutledgecapital.com/2012/09/25/johns-twitters-on-2012-09-25/

• My main impression from this weekend's Beijing trip–Man, they've got a lot of people there! #
• Big idea about China investing? How much China has grown relative to everywhere else; how little investors have made in Chinese stocks. #
• The only way to make money out of China's growth is to invest in companies in outer countries that sell things (coal, copper, oil) to China #
• My favorite China growth bank-shot stocks: RIO, FCX, BHP, CAT, YUM, EPP #

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• Looooong day in Beijing lecturing Communications Univ. Of China MBA students. Nice young people. Going to sleep on plane tonight! #
• Just got home after 12 hour flight from Beijing. Nice to be home! Only bad part of trip was US Customs guy with bad attitude at LAX. #

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• Will do a @cnbcfasatmoney spot on China investing Tuesday 5PM hour. #
• 28 different dishes on the table at dinner tonight before we got to melon for dessert. Yummm #
• Just gave a talk to Communications Univ of China incoming MBA class and faculty. Very nice people. #

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• Just boarded Air China flight to Beijing for some interesting meetings. #

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• Will do a spot on @cnbcfastmoney Monday noon eastern time on China growth outlook and resource stocks. #

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• daughter Elizabeth Rutledge's brilliant talk at Parsons Deisign & Tech symposium live tonight 9:25PM EST #thesis12 #dtsymposium #mfadt #
• daughter Elizabeth's live presentation at Parsons Design & Tech starts not, link here. http://t.co/FeWjZcyG #thesis12 #dtsymposium #mfadt #
• This is Elizabeth's dad. I am writing this to embarrass her in the middle of the symposium! #thesis12 #dtsymposium #mfadt #

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• String of very weak growth indicators out of China past few days–real estate drag. Sold a bunch of China growth sensitive stock Friday. #

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• Another kissing your sister jobs number, +115K in April (+168K incl Feb/March revisions) consensus was 160,000. Big tax increase coming. #
• Print this and tape to your refrig for kids to see. Unempl by educ level. Less than high school 12.5%, college 4.0% http://t.co/11Lz6NCP #
• Stay in school! 39.6% of people with less than high school are employed. 73.2% of college grads are employed. http://t.co/11Lz6NCP #

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• I will do a spot on @cnbc @cnbcfastmoney tomorrow (Fri) 12-12:30PM Eastern time about Geithner's (our financial Doogie Howser) trip to China #
• Geithner talk China into increase in RMB? forgetaboutit! #

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• GDP in Q1 +2.2%, down from 3% in Q4. Kissing your sister growth rate http://t.co/0UJ7Cz1S #
• Q1 GDP +2.2% but final s ales only 1.6%, dispos pers income +0.4% Not good. (And big tax rate incr coming in Jan!) http://t.co/JbDKm4rL #
• Q1 GDP +2.2% but .68% of it was autos, otherwise would have been 1.5%. #
• Q1 GDP +2.2%. Govt spending added -0.6%; private GDP was 2.8%, a lot better. Wait til automatic spending cuts kick in next Jan! #
• Dodd-Frank was small bank prevention act! Small Banks in Bailout Pool Under Pressure @CNBCtopStories #Banking #Business #SmallBusiness #

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