Michael Ashton

E-PIPHANY

Contributor since: 26 Feb 2010

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• Side Bet With Ben?

  Published 14 June 2012 | viewed 0 times

  The markets are saying pretty clearly that there will be no more business done until the results of the Greek elections are known. For the…

• Sick Horses All Rounded Up And Ready To Go

  Published 13 June 2012 | viewed 0 times

  Do you think that anyone who bought in the stock market updraft last Tuesday is having second thoughts? Today's retail sales figures were weak. Ex-autos,…

• Not Out Of The Woods Yet (And A Book Review)

  Published 11 June 2012 | viewed 0 times

  Over the weekend, the Spanish crisis was semi-resolved with the EU agreeing in principle to give money from the ESM (which isn't operational yet) or…

• Leftovers

  Published 08 June 2012 | viewed 0 times

  Friday was a lethargic day, with gorgeous weather producing in many market participants a justification for leisure running something like this: Europe is having a…

• Model Abuse

  Published 07 June 2012 | viewed 0 times

  A central bank is easing again! The only problem for U.S. market participants is that it isn't the Fed that is easing, but the Bank…

• Curious Becomes Furious

  Published 06 June 2012 | viewed 0 times

  The only thing that kept this from being Freaky Friday is that it wasn't Friday. But it certainly seemed as if everything was reversed suddenly…

• Inflation Risks More Balanced, But Not By Much

  Published 05 June 2012 | viewed 0 times

  The G-7 finance minister/central banker call came and went today with no earth-shattering announcement. In a statement, the U.S. Treasury Department said: The G-7 ministers…

• It's Not Hot Money Any More

  Published 04 June 2012 | viewed 0 times

  Those rascals! While everyone was focusing on whether Greece would exit the Euro in the near-term (there's little question they will exit the Euro eventually),…

• And From Mayday to Mayans

  Published 01 June 2012 | viewed 0 times

  If you missed yesterday's comment "From May Day to Mayday," you can find it here. If there were any question whether the recent weakness seen…

• From May Day to Mayday

  Published 31 May 2012 | viewed 0 times

  By the time the calendar turned to May, one month ago, we already knew that the economy was weakening. The jury is still out on…

• The Not-Laid Plans Of Mice And Men

  Published 30 May 2012 | viewed 0 times

  The nice aspect about Europe being the only thing that matters these days is that I don't have to wait until the end of the…

• Ripping The Bandage

  Published 24 May 2012 | viewed 0 times

  As a follow-up to yesterday's article, we take note of the home price data in today's reports. New Home Sales median prices didn't echo the…

• Real Estate - A Good Investment Again?

  Published 22 May 2012 | viewed 0 times

  After the comparatively high-volume selloff on Friday, the stock market responded with a low-volume rebound on Monday (except for new IPO FacePlant, which is now…

• Cooler Than The Sun

  Published 18 May 2012 | viewed 0 times

  In the long run, the market is a weighing machine. It is imperative to keep that bit of Ben Graham advice always in mind whenever…

• More on CPI (Not To Be Confused With Moron CPI)

  Published 15 May 2012 | viewed 0 times

  I posted earlier today some thoughts that I tweeted right after the CPI figures were released this morning, and added a few ancillary thoughts as…

• CPI: Summary Of My Tweets

  Published 15 May 2012 | viewed 0 times

  Tweets from @inflation_guy on the CPI release, and added detail: Core CPI was +0.24%, barely missing an +0.3% print (interestingly, Bloomberg no longer calculates beyond…

• A Time To Refrain From Embracing

  Published 10 May 2012 | viewed 0 times

  Today's bit of wisdom comes either from Ecclesiastes, or from The Birds (depending on your religious background): to everything there is a season, whether for…

• Now It Begins...Again

  Published 08 May 2012 | viewed 0 times

  Well, there are quite a few things we have to discuss, aren't there? On Friday I had a couple of tweets about the Employment number…

• Employment Report: Summary Of My Tweets

  Published 04 May 2012 | viewed 0 times

  Tweets from @inflation_guy on the Employment release, and added detail: It's starting to be almost comical: weak jobs growth (115k, though close to expectations with…

• The Value of Balance

  Published 04 May 2012 | viewed 0 times

  First, thanks to all of those readers who took time to respond to the poll attached to yesterday's comment. The early results are interesting, but…