Michael Ashton

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Contributor since: 26 Feb 2010

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• Book Review: 'Where Keynes Went Wrong'

  Published 11 April 2016 | viewed 0 times

  Last week I mentioned something about what Keynes said in the General Theory, and promised to expand on that a bit this week. I will…

• Old Age

  Published 08 April 2016 | viewed 0 times

  In yesterday's article, I neglected to mention one remark by a former Fed chair that bothered me at the time. However, I didn't mention it…

• Mount Easemore

  Published 07 April 2016 | viewed 0 times

  Thursday evening's public discussion between Fed Chairman Janet Yellen and former chairmen Volcker, Greenspan, and Bernanke - these last three in order of gravitas and…

• TIPS and Gold – Cousins, Not Brothers

  Published 06 April 2016 | viewed 0 times

  A longtime reader (and friend) today forwarded me a chart from a well-known technical analyst showing the recent correlation between TIPS (via the TIP ETF)…

• Wage Growth Tracker – Wage Inflation is Already Here

  Published 04 April 2016 | viewed 0 times

  **Administrative Note: Get your copy of my new book What's Wrong with Money: The Biggest Bubble of All! Here is the Amazon link. SafeHaven.com readers:…

• You Want ANOTHER Hike? Already?

  Published 30 March 2016 | viewed 0 times

  I was surprised in December when the most dovish central banker ever to lead the Fed allowed the body to implement a tightening, so perhaps…

• The Gravity of the Liquidity Situation

  Published 28 March 2016 | viewed 0 times

  Administrative Note: Get your copy of my new book What's Wrong with Money: The Biggest Bubble of All! Here is the Amazon link. In the…

• Is Apparel the Canary in the Coal Mine?

  Published 21 March 2016 | viewed 0 times

  (**Administrative Note: Get your copy of my new book What's Wrong with Money: The Biggest Bubble of All! Here is the Amazon link.)   Last…

• Summary of My Post-CPI Tweets

  Published 16 March 2016 | viewed 0 times

  Below is a summary of my post-CPI tweets. You can (and should!) follow me @inflation_guy or sign up for email updates to my occasional articles…

• Feeble Arguments Against a Rate Hike

  Published 14 March 2016 | viewed 0 times

  **Administrative Note: Get your copy of my new book What's Wrong with Money: The Biggest Bubble of All! Here is the Amazon link.   We…

• Roller Skating in a Buffalo Herd

  Published 10 March 2016 | viewed 0 times

  The ECB fired its "bazooka" today, cutting official rates more into negative territory, increasing QE by another €20bln per month, expanding the range of assets…

• TIPS Are Less Cheap – But Still Very Cheap

  Published 09 March 2016 | viewed 0 times

  (**Administrative Note: My new book What's Wrong with Money: The Biggest Bubble of All has been launched. Here is the Amazon link. Please kindly consider…

• Crowded Shorts and Stupid Math

  Published 07 March 2016 | viewed 0 times

  (**Administrative Note: My new book What's Wrong with Money: The Biggest Bubble of All has been launched. Here is the Amazon link. Please kindly consider…

• Wimpy’s World

  Published 23 February 2016 | viewed 0 times

  Would you rather have a bar of chocolate today, or one year from today? Most of us, if we like chocolate, would prefer to have…

• Summary of My Post-CPI Tweets

  Published 19 February 2016 | viewed 0 times

  Below is a summary of my post-CPI tweets. You can (and should!) follow me @inflation_guy or sign up for email updates to my occasional articles…

• First Ballots are in on Results of Fed Tightening

  Published 11 February 2016 | viewed 0 times

  It fascinates me how bear markets all feel alike in some ways. What I remember very clearly from the equity bear markets of 2000-2002 and…

• Fed Nonsense and Error Bars

  Published 05 February 2016 | viewed 0 times

  Today's news was the Employment number. I am not going to talk a lot about the number, since the January jobs number is one of…

• Why So Negative?

  Published 02 February 2016 | viewed 0 times

  The news on Friday that the Bank of Japan had joined the ECB in pushing policy rates negative was absorbed with brilliant enthusiasm on Wall…

• No Strategic Reason to Own Nominal Bonds Now

  Published 26 January 2016 | viewed 0 times

  Today I presented our 2016 inflation forecast to the investment committee for a multifamily office, and when I was putting the presentation together I developed…

• CPI, Your Way

  Published 22 January 2016 | viewed 0 times

  For those of you on the East coast, looking for something fun to do with your weekend between shoveling turns, I thought this might be…