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	<title>rutledgecapital.com</title>
	<link>http://rutledgecapital.com</link>
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		<title>Migrant Worker Schools</title>
		<description><![CDATA[
			
				
			
		
I did a spot on CNBC Squawk Box this morning to discuss the impact of the recent unrest in China. Much of the news surrounds stories about migrant worker protests. As I wrote yesterday, the drivers for the protests making the news is not ideology&#8211;it is practical life issues like pay, jobs, work practices, discrimination, [...]]]></description>
		<link>http://rutledgecapital.com/2011/06/15/migrant-worker-schools/</link>
			</item>
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		<title>New Forbes Op-Ed. China Inflation: The Canary In the Coalmine</title>
		<description><![CDATA[
			
				
			
		
My friend John Tamny, who runs the Op-Ed operation at Forbes, emailed last week asking me to fire up my Forbes column again, I couldn&#8217;t be more pleased. My first column is below. Hope you enjoy. You can view it on the Forbes.com website by clicking here, or at RealClearMarkets by clicking here.
China Inflation: The [...]]]></description>
		<link>http://rutledgecapital.com/2011/06/15/new-forbes-op-ed-china-inflation-the-canary-in-the-coalmine/</link>
			</item>
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		<title>Op-Ed: The New Economy Can we stay ahead of China? Yes!</title>
		<description><![CDATA[
			
				
			
		
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 with the question of when China&#8217;s GDP will exceed US GDP. My point is that the answer depends on us.
Can we stay ahead of China? Yes!
But it will depend on [...]]]></description>
		<link>http://rutledgecapital.com/2011/06/15/op-ed-the-new-economy-can-we-stay-ahead-of-china-yes/</link>
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		<title>Common Ground Committee Forum</title>
		<description><![CDATA[
			
				
			
		
(June 14, 2011) Last week I had the pleasure of participating in a public forum hosted by the Common Ground Committee in Darien CT. You can watch a  video of the forum at the Common Ground Committee&#8217;s website.
The thesis of the forum is to explore a controversial topic and look for common ground&#8211;areas where both [...]]]></description>
		<link>http://rutledgecapital.com/2011/06/15/common-ground-committee-forum/</link>
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		<title>CNBC Kudlow Report tonight on US/China Retail Sales Reports</title>
		<description><![CDATA[
			
				
			
		
I did a spot with Larry Kudlow tonight to discuss today&#8217;s retail sales reports that seems to have been a major impetus behind today&#8217;s huge stock market increase. Great to work with my old friend again. Not many know this, but Larry and I have been working together since 1976 when he was Chief Economist [...]]]></description>
		<link>http://rutledgecapital.com/2011/06/15/cnbc-kudlow-report-tonight-on-uschina-retail-sales-reports/</link>
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		<title>CNBC Squawk Box in the Morning</title>
		<description><![CDATA[
			
				
			
		
(June 14, 2011) Will do an early morning spot on CNBC Squawk Box tomorrow (Wed. 6/15/11) 8:40AM Eastern time (5:40AM hit for me here in California&#8211;argh!). Hope you can dial us in.
The topic will be the recent unrest in China that was the subject of the Wall Street Journal front page story today. There have [...]]]></description>
		<link>http://rutledgecapital.com/2011/06/15/cnbc-squawk-box-in-the-morning/</link>
			</item>
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		<title>John&#039;s Twitters for 2010-03-25</title>
		<description><![CDATA[
			
				
			
		

Grassley amendment&#8211;make Obama, political appointments, members of Congress, Congr. staff enroll in Obamacare. http://bit.ly/aNDcIW #

]]></description>
		<link>http://rutledgecapital.com/2010/03/25/johns-twitters-for-2010-03-25/</link>
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		<title>You don&#8217;t Use Interest Rates to Control Cabbage Prices: China February CPI +2.7% will Not Trigger Policy Tightening.</title>
		<description><![CDATA[
			
				
			
		
China CPI &#8211; February 2010
(The charts below are courtesy of Andy Rothman at CLSA. Andy is by far the most knowledgeable person I know on Chinese inflation issues.)
The worry that rising inflation in China will provoke the government to tighten sharply, which would slow growth and push commodity prices lower is unfounded.
China&#8217;s February CPI was [...]]]></description>
		<link>http://rutledgecapital.com/2010/03/22/you-dont-use-interest-rates-to-control-cabbage-prices-china-february-cpi-2-7-will-not-trigger-policy-tightening/</link>
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		<title>Pelosi&#039;s Sunday House Health Care Non-Vote Will Not Survive Constitutional Challenge</title>
		<description><![CDATA[
			
				
			
		
The vote is scheduled for Sunday, when most people are not watching  the news&#8211;I wonder why? This weekend, House Speaker Pelosi is going to  try to end-run the Constitution to pass the largest piece of legislation  ever enacted&#8211;multi-trillion dollar healthcare reform&#8211;without a vote. My friend and constitutional law and health care scholar [...]]]></description>
		<link>http://rutledgecapital.com/2010/03/19/pelosis-sunday-house-health-care-non-vote-will-not-survive-constitutional-challenge/</link>
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		<title>CPI Data Show Price Stability? I Don&#039;t Think So.</title>
		<description><![CDATA[
			
				
			
		
The Consumer Price Index for January 1020 was released today. On the  surface, it showed momdest inflation of 2.1% over the past 12 months, as  the table below shows. Beneath the surface, in its components, the CPI  shows that the real situation is very different. There is a 45.2%  difference between [...]]]></description>
		<link>http://rutledgecapital.com/2010/03/18/cpi-data-show-price-stability-i-dont-think-so/</link>
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