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The Inflation Trader

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  • The Inflation Trader
    Just put out this piece summarizing my tweets on CPI: http://bit.ly/19fFCP3
    Tue, 9:25 AM
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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
        Apr 10, 9:52 AM
        Reply (2)
        • neobliviscar: Thank you Mr. Ashton. I always pick up useful information from your articles.
          Apr 10, 10:27 AM
        • Ray Lopez: Truth will out, and IT will be vindicated...one of these days! :-)
          Apr 11, 10:58 AM
          • The Inflation Trader
            A Summary of my post-CPI tweets: http://bit.ly/ZUmAKD
            Mar 15, 9:32 AM
            Reply (5)
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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.
              Mar 15, 10:39 PM
            • Tom Guttenberger: Business-wise I mean.
              Mar 15, 11:26 PM
              • The Inflation Trader
                I just published this...may take a day for SA to pick it up: http://bit.ly/UMO6cp
                Feb 21, 12:28 PM
                Reply (1)
                • bd4uandu: Thanks Trader great article as usual
                  Feb 21, 12:35 PM
                  • The Inflation Trader
                    Aw, shucks, SA didn't pick up my Wednesday column, "Fun with the CPI". Here it is: http://bit.ly/UHRy9f
                    Feb 7, 11:34 PM
                    Reply (6)
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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
                      Feb 8, 9:28 AM
                    • 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.
                      Feb 8, 9:29 AM
                      • The Inflation Trader
                        I will be on Bloomberg Radio with Carol Massar at 11:48ET today.
                        12/17/12
                        Reply
                          • The Inflation Trader
                            SA never posted my CPI thoughts: http://bit.ly/R1WeUk
                            12/17/12
                            Reply (2)
                            • REIT: must be good, give it some time and send them a reminder
                              12/17/12
                            • 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.
                              12/17/12
                              • The Inflation Trader
                                sure this will be posted soon on SA but my thoughts on the Fed: http://bit.ly/RpI80I
                                12/12/12
                                Reply (3)
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                                • gdwigan: Great piece, as usual.
                                  12/12/12
                                • The Inflation Trader: thx!
                                  12/12/12
                                  • 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.
                                    12/12/12
                                    Reply (1)
                                    • untrusting investor: sounds about right. Fed will be out of ammo soon.
                                      12/12/12
                                      • The Inflation Trader
                                        Another one not picked up by SA...I wrote it Friday: http://bit.ly/S9Ms3W
                                        9/1/12
                                        Reply (5)
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                                        • Stilldazed: I show your column published about a half hour ago.
                                          9/2/12
                                        • The Inflation Trader: Yes, apparently there was 'no one on duty' when I first wrote it and it got missed. :-)
                                          9/2/12
                                          • The Inflation Trader
                                            Seeking Alpha didn't post my article from last night: http://bit.ly/SvXzD9
                                            8/24/12
                                            Reply (9)
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                                            • Dibber: Good article IT. You'd think the Fed would be more focused on market indicators of expected future inflation. Very odd that they aren't.
                                              8/25/12
                                            • The Inflation Trader: Thanks Dibber!
                                              8/25/12
                                              • The Inflation Trader
                                                Treasury officially plans floating-rate notes: bloom.bg/Qe7b3n See my comments on the dumb idea here: bit.ly/Qe7hIj
                                                8/1/12
                                                Reply (2)
                                                • Steve B. Wise: Agreeing with you on that one... bad idea.
                                                  8/3/12
                                                • buyitcheap: Agreed, a truly bad idea. 50 year notes anyone?
                                                  8/6/12
                                                  • 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.
                                                    6/15/12
                                                    Reply (5)
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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...
                                                      6/15/12
                                                    • neobliviscar: the biggest fin mistakes I ever made. Ben and Tim have done a good job threading the needle so far.
                                                      6/15/12
                                                      • 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 .
                                                        6/2/12
                                                        Reply (4)
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                                                        • Not the Boss: Thanks for the heads up. I bookmarked your site so I won't miss your articles.
                                                          6/4/12
                                                        • Shaun Connell: I was about to say, both articles were great. Keep it up.
                                                          6/4/12
                                                          • The Inflation Trader
                                                            Can get a summary of my tweets on the Employment data here: http://bit.ly/JwCYVu
                                                            5/4/12
                                                            Reply
                                                              • 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
                                                                2/17/12
                                                                Reply
                                                                  • 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
                                                                    2/14/12
                                                                    Reply (2)
                                                                    • sewardjo: Thanks for the link.
                                                                      2/14/12
                                                                    • 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.
                                                                      2/14/12
                                                                      • 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
                                                                        12/16/11
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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.
                                                                            11/16/11
                                                                            Reply (5)
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                                                                            • The Inflation Trader: Anyone who's curious...here's the link: http://bit.ly/t3QaLt Send any feedback my way!
                                                                              11/17/11
                                                                            • reneeg: thanks for the link!
                                                                              11/19/11
                                                                              • The Inflation Trader
                                                                                Interesting (disturbing) move in US funding markets this week. See chart: http://bit.ly/qecJBp
                                                                                8/3/11
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