• FCX (copper) had great week, +10% on blowout earnings (+70%) and reinstated dividend. I own a bunch as bet on China growth, inflation bet. #
• In the 1502 p. Sen Healthcare Bill the term “Tax” used 124 times, “taxable” 158x, “excise tax” 12x http://bit.ly/1i14LI http://bit.ly/ciWpW #
• Great graphic on the taxes in Sen Healthcare bill from my friends at ATR http://yfrog.com/678s6p http://bit.ly/1i14LI #
• Great piece on the lunacy of Google's campaign for net neutrality rules from my friend Adam Thierer at PFF. http://bit.ly/1a696B #
• Agency neutrality, not net neutrality, is the real key to Internet freedom. http://bit.ly/4nbSxC #
• @DLesh Thanks David, will do. John in reply to DLesh #

• Cool stuff! New cell phone software helps epidemiologists analyze data remotely and map findings across the world. http://bit.ly/3E8a85 #
• New paper from friend Tom Willett. 'The reversibility of different types of capital flows to emerging markets" http://bit.ly/1fgJNK #
• New paper concluding "fixed exchange rate regime system can help reduce the cost of capital in emerging markets" http://bit.ly/6kXNV #
• God stuff here. New issue of merging Markets Review. http://bit.ly/36g8Iy #
• Stealth lawmaking. Keep on eye on these clowns. House Democrats are looking at re-branding the public health insurance option as Medicare. #
• survey. 90%+ of private equity investors think China priv eq mkt will grow next year. http://bit.ly/4tStOA #
• Bad joke on small bus owners denied access to capital. Will produce nothing. "White House Plans Small-Business Aid" http://bit.ly/CVoYZ #
• JPMorgan Leads Goldman Sachs Advising on Mergers for First Time Since 2000. I own both stocks. Big M&A activity coming up next year. #
• Sucky Asian markets last night. Looks like I get to lose some money today. #
• Why so few loan mods? Mortgage servicers find it cheaper to foreclose on homeowners than offer loan modifications. http://bit.ly/3dPzKs #
• A little late guys? S&P Downgrades Mortgage Guaranty Insurance Corp. (MGIC) Q3 Losses. http://bit.ly/4luRzq #
• Rating agencies aren't worth a damn. 'Rating Agencies See Pain Ahead for Commercial MBS.' http://yfrog.com/1rennp http://bit.ly/1yEnJC #
• Web video, between 2007 and 2009, jumped to 52% of all Internet traffic from 42%. #
• Sept payroll employment decreased in 43 states & DC (yay!), incr in 7 states. http://bit.ly/26Ymw5 #
• Doogie finally gets one right! 'Geithner Says Some TARP Programs to End' #
• Cool stuff! New cell phone software helps epidemiologists analyze data remotely and map findings across the world. http://bit.ly/3E8a85 #
• New paper from friend Tom Willett. 'The reversibility of different types of capital flows to emerging markets" http://bit.ly/1fgJNK #
• New paper concluding "fixed exchange rate regime system can help reduce the cost of capital in emerging markets" http://bit.ly/6kXNV #
• emerging markets are likely more dependent on the world market during large joint losses than large joint gains. http://bit.ly/2Vbart #
• Good stuff here. New issue of merging Markets Review. http://bit.ly/36g8Iy #
• Stealth lawmaking. Keep on eye on these clowns. House Democrats are looking at re-branding the public health insurance option as Medicare. #
• survey. 90%+ of private equity investors think China priv eq mkt will grow next year. http://bit.ly/4tStOA #
• Bad joke on small bus owners denied access to capital. Will produce nothing. "White House Plans Small-Business Aid" http://bit.ly/CVoYZ #

• Investor risk appetite increasing. Hedge funds pulled in $1.1B in Q3, first time investors added money after a full year of heavy outflows. #
• Icahn Says Offered $6 Billion Loan to CIT. I own CIT today, betting on them not dying. #
• SEC Pursuing 'Significant' Insider Cases: Source. SEC is trying to show (pretend?) it is alive and well. Driving funds offshore. #
• "The Decentering of the Global Firm" idea of firms as national actors rooted in home countries becoming outdated. http://bit.ly/2hAcqO #
• Australian central bank raised rates by 1/4% to 3.25% this month-first G20 country. Look for Austr $ market to rise. I am long Australia. #
• BOJ Signals It May Soon Stop Buying Debt. Another sign of impending rate increases around the world. (I am NOT long Japan). #
• Important. Retaliation for US act. China made prelim ruling to impose tariffs up to 36% on nylon imports from U.S. http://bit.ly/23FXGF #
• Vietnam Targets 6.5% GDP in 2010. (per capita output of $1,200) Many companies moving there from southern China, http://bit.ly/4eg5w2 #
• Apple (AAPL) rose 6% after it trounced Q4 profit estimates selling 7.4 million iPhones and > 3+ million Mac computers. I am way long AAPL. #
• Earnings today looking good. Apple, DuPont, #
• @coldebella You are right Joe, often the case. in reply to coldebella #
• Strong earnings report from Apple good for Asian market, espec. Chinese suppliers. Shanghai up 1.5% last night. #
• Caterpillar 3Q EPS 64c Vs Est. 5c; Year Forecast Raised. Strong profits (global sales) pushing market up, not dependent on US GDP. #
• Shocking! Pelosi, not popular in Cali, Field says survey. 44% don't approve of Pelosi's performance, (35% March) http://bit.ly/vukwh #
• Fiels poll in Cal. 66 percent disapprove of job Congress is doing (+13% from March). only 23$ approve. http://bit.ly/vukwh #
• R @cmmjaime "No generation has a right to contract debts greater than can be paid off during …its own existence." George Washington. in reply to cmmjaime #
• Vote whoring. White House, Reid offering doctors a deal: freeze Medicare pmt cuts to drs in exchange for drs' support of healthcare bill. #
• This is cool! First-time Internet Users Find Boost In Brain Function After Just One Week. http://bit.ly/qUtX3 http://yfrog.com/0exr1nj #
• Very cool, potentially huge. Physicists Develop Multifunctional Storage Device For Light. http://bit.ly/47MIYv http://yfrog.com/7hyrnij #
• @phonemanA Lord Monckton is right. This is very scary. Much larger potential for damage to the US than even healthcare bill or tax increases in reply to phonemanA #
• Want to know why jobs still falling? Banks have loaned -240 $B to small bus in last 12 months! http://yfrog.com/0o4cgp #
• @ScottRasmussen Obama: Strongly Approve 28% Strongly Disapprove 40%… http://tinyurl.com/preztrack #

• The average hedge fund has gained more than 17 percent since January, and asset inflows have been positive for four straight months. #
• Huge exodus of hedge funds from London to Geneva due to the regulation ramp-up there. #
• From 1980 to today, global financial assets quadrupled in size relative to global GDP. #
• Developing economies investments between now and 2020 will add up to > 50% of the capital stock in place in 2020-and it will all be new . #

• Strong growth in china is pushing oil prices higher. Oil prices rise to 12-month high above $78 http://bit.ly/3CKZ6S #
• U.S. budget deficit hits record $1.4 trillion. 10% of total U.S. econ output, the biggest since World War Two. http://bit.ly/3lcR3C #
• September deficit came in at $46.6 — the first time EVER the UShas had 12 consecutive months of budget red ink. (Health care still to come) #
• Investors searching for income have put $200B into bond funds this year. Big mistake. Bonds more risky than stocks at today's rate levels. #
• Junk-Bond Returns Leap 50% This Year. Spent week reviewing global invest opps with large Gulf investor. Interesting (12-15%) opps in CMBS. #
• @kathylns Thanks K I will take a look. JR in reply to kathylns #
• Cnooc Is In Talks with Norway's StatoilHydro For Leases In U.S. Gulf. I own bunch of Statoil (STO), like the company. http://bit.ly/3CNKoH #
• Gonna see a lot more Chinese cos (CNOOC) buying energy and mineral assets around world. One reason I own coal stocks (BHP) today. #
• TIPS market underestimating 10 yr inflation at 1.75%. That's why I own (TIP) and (WIP). http://yfrog.com/7h6mjlj http://bit.ly/442eAx #
• As emerging market economies grow, their underdeveloped capital markets (and equity values) will grow even faster. http://yfrog.com/5hz2gp #
• For those who think the real estate crisis has only happened in the US. http://yfrog.com/1cyqzj #
• Check out these 2 charts. Gulf investor portfolios to quadruple next 10 yrs to $8T .http://yfrog.com/0bwocg http://yfrog.com/2qqtfg #
• Very cool interactive graphic showing oil demand next 10 yrs. (+30%, incr all emerging economies) http://bit.ly/3itHxh #
• @CreateCapital hi Scott. Never get sick of Maui. But work to do in Geneva getting a new hedge fund off the ground. Colder than heck here. in reply to CreateCapital #
• #investors #investing #stocks For those who think the real estate crisis has only happened in the US. http://yfrog.com/1cyqzj #
• @StewartCook Dr. John, re inflation. Where are you putting your money? Here you go Stewart. Copper (FCX), coal (BHP), oil (STO), TIP, WIP. #
• @StewartCook I know you're probably a busy man, Dr. John, but I'd really like to see you tweet more. Thanks Stewart, will try my best. JR #

• Small business jobs are the core of the economic problem this time. 45% of job losses in companies < 50 workers. http://yfrog.com/9g6yqj #
• This is why the dollar is falling and will keep falling. Fed flooded the market with bank reserves; others have not.http://yfrog.com/0qh3jp #
• 90% of the increase in energy demand is from emerging markets. China is 1/3 of it. http://yfrog.com/0qnybp #
• R Congrats Nathan! All, read Nathan's article. @NathanLindley @johnrutledge John, just got my first article published http://bit.ly/2ykUHx in reply to NathanLindley #
• @nathanlindley Nathan that's great. I will give it a read and hope others do too. http://bit.ly/2ykUHx #

• Deficit Triples In FY09, Reaches 10% Of GDP. CBO said Wed FY09 deficit, ended 9/30, $1.4 Trillion, +$950B over FY08. http://bit.ly/1CptFE #
• Anyone else have a problem with this? Justice Dept. Blocks Officials From Testifying Under Oath to House Intell comm http://bit.ly/29ibe #
• This is cool. (I love weird science inventions) Food 'Tattoos' An Alternative To Labels For Identifying Fruit. http://bit.ly/gElca #
• cool. Rotating E. coli flagella key to gradient climbing behavior. new method for studying bacterial swimming. http://bit.ly/IXEQ9 #
• OK, that's depressing! Depression Predicts Increases In Inflammatory Protein Linked To Heart Disease. http://bit.ly/1ST9rq #
• I knew it all along. Study result: Married Men Nearly Three Times As Likely To Develop Noise-induced Hearing Loss. http://bit.ly/2I1lVm #
• These guys created the global economy. Nobel In Physics: Creators Of Optical Fiber Communication And CCD Image Sensor. http://bit.ly/ap2Sp #
• Interesting work on the brain as a 'poised system'. New Mathematical Model Suggests How Brain Might Stay In Balance http://bit.ly/13zj9c #
• Quiz: Who first wrote about a 'neural netwwork'. Answer: Friedrich von Hayek when he was 19 years old. Hebb's work was much later. #
• Speed of light commun. makes protectionism obsolete. In face of protect. pressures, G20 nations invest in technology http://bit.ly/Qhyia #
• Interesting study: Diffusion Of Information In Social Networks. http://bit.ly/MifiX #
• Law and Development Review 'Law in Asia: Role of Law as Force for Development' http://bit.ly/4JQ9w #
• Lack if credit hurts small bus chart: 45% of job loss in this recession at firms with less than 50 workers. http://yfrog.com/0wz7rsj #
• Still no lending. Consumer credit -$12 billion in Aug, (-5.8%), 7th straight month of decline, longest since 1991. http://bit.ly/AysJM #

Yesterday, OnlineSchools.org posted an article called “100 Best Twitter Feeds for Your Financial Intelligence.” The article highlights the many Twitter feeds out there that discuss finance, economics, business, entrepreneurship and other financial-minded topics, and provides a list of their top 100 picks to get you started. And out of the 100 chosen, John’s feed (@johnrutledge) made the list! Check out the article to find other great financial Twitter Thinkers to follow and to see their description of John’s feed!

• Attn. geeks! I gave a lecture at the UC Berkeley School of Info on global econ. crisis. mp3 file to download. http://tinyurl.com/ksqxe7 #

• @life_abundant Thanks Kim. You are doing great work on your site. John in reply to life_abundant #