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Michael Ashton

Michael Ashton

Enduring Investments LLC

Contributor since: 26 Feb 2010

  • Who Do They Think Theyre Kidding?

    Published 30 September 2009 | viewed 3,721 times

    Over the last several days, much-publicized comments by FOMC Governor Kevin Warsh, later echoed by Dallas Fed President Fisher, have spoken about the possibility that…

  • Can You Put Your Daddy On The Phone?

    Published 21 September 2009 | viewed 3,124 times

    Once, when I was at a large German investment bank, I noticed the bond market's response to a bearish number was curiously bullish. I don't…

  • The Prospects for a Turn in Unemployment

    Published 04 September 2009 | viewed 1,815 times

    Well, surprise surprise: Initial Claims seems to have leveled off, somewhere in the 575k area, which is decidedly un-green-shootsish. This does not come as a…

  • More Row to Hoe

    Published 14 August 2009 | viewed 2,201 times

    So it seems as if the best thing that ever happened to the economy was the failure of Lehman Brothers and the seizing up of…

  • If Housing Has Bottomed, Look Out Above

    Published 24 July 2009 | viewed 3,524 times

    A funny thing happened on the way to deflation... The threat to core inflation has for some time been that the unwinding of the housing…

  • Why Do We Worry About Inflation Right Now?

    Published 15 July 2009 | viewed 4,090 times

    When people ask what I think about inflation now, I always have to start by presenting my bona fides because people expect that a company…

  • Pay for Performance

    Published 15 July 2009 | viewed 2,041 times

    Blogentary from Enduring Investments What, you may ask, is Blogentary (/blawg-en-tare-ee/)? It's a word I just made up, I think, for something that is much…