John Rutledge (@drjohnrutledge) profile picture

Itinerant economist, investor, professor. Would welcome you to subscribe to my free newsletter at link below and join the discussion on economics and investing.

Joined May 2021
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I did a NBC hit on the China protests this morning with Brian Sullivan. Hope you enjoy.
"Zero Covid has been identified with Xi Jinping personally, so it's his baby and he can't let it go. But we've already seen other officials come out and say 'this bug is not as bad as we thought.'" Safanad's John Rutledge explains what might be next for Covid policy in China
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John Rutledge retweeted
Here’s a nice feel good story to make your Saturday nicer
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Will be a lot of fun today
Be sure to join our Twitter Space at 5:30 pm ET today, lots to discuss with Doctor John Rutledge @drjohnrutledge @MXLESQ @AlexMascioli and @robnelsonlive
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I am doing a Twitter Spaces with my friend Jon Najarian today at 2:30. Here is a recent post on one of the topics we will be discussing. Hope you can make it. open.substack.com/pub/drjohn…
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No owner wants to write down the value of a property unless he has to. Won’t be writedowns until owners are forced to sell, triggered by failed refinancing lnkd.in/gUTKQpsE
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Every investor should read Adam’s papers on this important question. lnkd.in/duSdNWgi
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Valuable. IMHO Rent inflation will be negative for the next year. lnkd.in/dqJQ9x_j
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