Author Archives: John Rutledge

Inflation Protected Bonds

A lot of people are asking me what I think of Bernanke’s testimony before Congress this week. He has been explaining how he is going to deftly remove the 900% increase in bank reserves from the market before it turns … Continue reading

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Fear, Cash Hoarding, and Inventories Key to Recovery

With recent declines in oil and commodity prices and bond yields (30 year Treasury 4.75% on June 10, 4.21% today), people have now lost faith in the global economic recovery they had placed too much faith in a few weeks … Continue reading

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