The Inflation Trader
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The Inflation Trader
Y'day's article not picked up by SA (yet?). Has an announcement re' "office hours." http://bit.ly/10LOc2Q - View all 2 replies
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neobliviscar: Thank you Mr. Ashton. I always pick up useful information from your articles. -
Ray Lopez: Truth will out, and IT will be vindicated...one of these days! :-)
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Tom Guttenberger: These co-movements are interesting. Capability data being so tight across categories, maybe speaks to muted supply side factors presently. -
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The Inflation Trader
I just published this...may take a day for SA to pick it up: http://bit.ly/UMO6cp - View all 1 replies
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The Inflation Trader
Aw, shucks, SA didn't pick up my Wednesday column, "Fun with the CPI". Here it is: http://bit.ly/UHRy9f - View all 6 replies
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The Inflation Trader: Well, taxes aren't consumption, so they're naturally excluded. Insurance is included in medical, but indirectly & somewhat controversially -
The Inflation Trader: College costs just fall on different people differently. No one is "average" there. Either you pay em or you don't. If you do, u feel it.
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The Inflation Trader
I will be on Bloomberg Radio with Carol Massar at 11:48ET today. - View all 0 replies
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The Inflation Trader: I posted it on my site on Friday, mid-morning! No longer current, now. I don't mind but want to make sure my 'followers' know.
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The Inflation Trader
sure this will be posted soon on SA but my thoughts on the Fed: http://bit.ly/RpI80I - View all 3 replies
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The Inflation Trader
bond guys have it right. Unemp not binding. 1y, 1y forward inflation >2.5% is binding (currently at 2.15%). Fed closer than u think 2 done. - View all 1 replies
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The Inflation Trader: Yes, apparently there was 'no one on duty' when I first wrote it and it got missed. :-)
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The Inflation Trader
Treasury officially plans floating-rate notes: bloom.bg/Qe7b3n See my comments on the dumb idea here: bit.ly/Qe7hIj - View all 2 replies
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The Inflation Trader
I wrote a decent article last night, entitled "Side Bet With Ben?" You can find it at http://bit.ly/MbzBEK until SA puts it up. - View all 5 replies
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neobliviscar: Low or negative population growth rate seems to muck it up a bit. I believe in your argument very much, but timing it also lead to one of... -
neobliviscar: the biggest fin mistakes I ever made. Ben and Tim have done a good job threading the needle so far.
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The Inflation Trader
Seeking Alpha didn't choose to publish either my Thursday or my Friday articles, but you can find them at http://bit.ly/J50clQ . - View all 4 replies
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Not the Boss: Thanks for the heads up. I bookmarked your site so I won't miss your articles. -
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The Inflation Trader
Can get a summary of my tweets on the Employment data here: http://bit.ly/JwCYVu - View all 0 replies
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The Inflation Trader
Not sure how long it will take for SA to post my CPI analysis, so here it is until they do: http://bit.ly/zvoxND - View all 0 replies
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The Inflation Trader
Well, it's after noon so I guess SA isn't posting last night's comment here. But here it is: http://bit.ly/wVpvV5 - View all 2 replies
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The Inflation Trader: NP. I'm not sure why SA posts some and doesn't post others, but if I've done the work I want people to read it! Thanks.
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The Inflation Trader
Just posted this CPI analysis on my blog, hopefully will be on SA tomorrow but in case you want it today: http://bit.ly/tiCe7R - View all 0 replies
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The Inflation Trader
The Inflation Trader (aka Mike Ashton) is going to be on Bloomberg Radio (http://bloom.bg/tfWH61) at 2-2:30 ET today, with Kathleen Hays. - View all 5 replies
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The Inflation Trader: Anyone who's curious...here's the link: http://bit.ly/t3QaLt Send any feedback my way! -
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The Inflation Trader
Interesting (disturbing) move in US funding markets this week. See chart: http://bit.ly/qecJBp - View all 0 replies

