Category Archives: Uncategorized

Risks And Opportunities In Shanghai Hong Kong Connect

Posted on November 18, 2014 by John Rutledge

Summary Shanghai Hong Kong Connect is a huge event for investors and for the global economy. Foreign investors and mainland China investors are now able to own each other’s stock for the first time. Part of the Chinese government strategy … Continue reading →

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Small bank business loans and the jobless recovery

Posted on October 4, 2014 by John Rutledge

Today’s +278K increase in non-farm payroll jobs is glass-half-full story. Employment (139.4M) has increased by almost 10M jobs from its February 2010 low at the bottom of the financial crisis but is barely above its December 2007 pre-crisis peak in … Continue reading →

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