Michael Ashton

E-PIPHANY

Contributor since: 26 Feb 2010

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• Will They Could They Should They?

  Published 29 September 2015 | viewed 0 times

  So now we have all noticed that the Fed eschewed tightening a week and a half ago, and we have digested all of the analysis…

• Credit Where Credit is Due, Maybe

  Published 22 September 2015 | viewed 0 times

  I will give the Fed this much. Although they have historically been lousy forecasters, I think that at least a few of them may be…

• Summary of My Post-CPI Tweets

  Published 16 September 2015 | 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…

• TIPS for a Risky Period

  Published 10 September 2015 | viewed 0 times

  Whoever is selling stocks these days is really appreciative of those who are pushing the market higher. Thanks to overnight rallies in China and Japan…

• Contour Map

  Published 08 September 2015 | viewed 0 times

  Let us begin with this: there is nothing inherently healthy about a series of +2% and -2% days within a range. Having some grey hair…

• Time to Retire the 20% Bull/Bear Market Rule

  Published 01 September 2015 | viewed 0 times

  Officially, Crude Oil has had the worst bull market ever. According to a headline on Bloomberg on Monday, Crude is in a bull market. The…

• Summary of My Post-CPI Tweets

  Published 19 August 2015 | 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…

• How Far from Normal are We?

  Published 13 August 2015 | viewed 0 times

  As I have mentioned, I have been hard at work on my book and am approaching completion of the raw manuscript. The title of the…

• Commodities Beat-Down Continues

  Published 27 July 2015 | viewed 0 times

  The recent commodities sell-off has been breathtaking. This is especially true since the most-recent downturn occurred from a level where the expected future returns from…

• Proper Seasonal Gold Chart

  Published 22 July 2015 | viewed 0 times

  In an excellent (and free!) daily email I receive, the Daily Shot, I ran across a chart that touched off my quant BS alert. This…

• Greece: We Get It

  Published 05 July 2015 | viewed 0 times

  "When in the Course of human events it becomes necessary for one people to dissolve the political bands which have connected them with another and…

• Whither Bonds? Arnott Answers

  Published 23 June 2015 | viewed 0 times

  I really enjoy reading, and listening to, Rob Arnott of Research Affiliates. He is one of those few people - Cliff Asness is another -…

• Summary of My Post-CPI Tweets

  Published 18 June 2015 | viewed 0 times

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

• Stocks Look Less Scary This Way

  Published 10 June 2015 | viewed 0 times

  Here is a quick follow-up on yesterday's column, along with an administrative note (at the end). Yesterday, I noted there that momentum investors will begin…

• Possibly a Tactical Chance for Bonds

  Published 08 June 2015 | viewed 0 times

  This week, I am participating in a school-style debate at the Global Fixed Income Institute's conferences in Madrid where the question before the house is…

• Grab the Reins on the Dollar, Part 2

  Published 02 June 2015 | viewed 0 times

  I hadn't meant to do a 'part 2' on the dollar, but I wanted to clear something up. Some comments on yesterday's article have suggested…

• Grab The Reins on The Dollar

  Published 01 June 2015 | viewed 0 times

  Let us all grab the reins on the dollar. Yes, it is true: the buck is up some 25% from a year ago, and at…

• Summary of My Post-CPI Tweets

  Published 22 May 2015 | viewed 0 times

  Here 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…

• Which June Did You Mean, Charles?

  Published 19 May 2015 | viewed 0 times

  Yesterday, Chicago Fed President Charles Evans gave a speech in which he said that he probably leaned towards making the first tightening early next year,…

• Inflation Risks Behind, Beside, and Ahead

  Published 06 May 2015 | viewed 0 times

  To be sure, it looks like growth slowed over the course of the difficult winter. The cause of this malaise doesn't appear to me to…