The Inflation Trader

Registered investment advisor, bonds, etf investing, forex
The Inflation Trader
Registered investment advisor, bonds, ETF investing, forex
Contributor since: 2010
Company: Enduring Investments LLC
7/17/15
The Inflation Trader
In case SA doesn't publish my CPI tweet summary, like they didn't last month, here it is: http://bit.ly/1TH2azv
2/28/15
The Inflation Trader
Two days late, but I don't think SA ever picked up my CPI commentary: http://bit.ly/1vJkkc1
2/28/15
Mike, Any speculation on the longshoreman's slow down on prices?
Thanks Eli. As for the longshoreman's slowdown...I wouldn't think much impact unless it's very long.
2/4/15
The Inflation Trader
Wouldn't expect SA to post this one but if negative yields are causing calculation problems, try this: http://bit.ly/1Cw7vUy
1/16/15
The Inflation Trader
Post-CPI Tweet summary http://bit.ly/1xwUwtG
1/13/15
The Inflation Trader
1/13/15
The Inflation Trader
Another article of mine published last night, but not picked up here: http://bit.ly/1u3gOD0
12/17/14
The Inflation Trader
Summary Of My Post-CPI Thoughts http://seekingalpha.com/a/1n867
12/12/14
The Inflation Trader
A Busy Quarter - But Why? http://seekingalpha.com/a/1myg7
12/10/14
The Inflation Trader
Growth-Sapping Effect Of The Minimum Wage http://seekingalpha.com/a/1mvqz
12/10/14
The Inflation Trader
Latest: http://bit.ly/1z7vPYC Growth Sapping Effect of the Minimum Wage
11/20/14
The Inflation Trader
Really important to realize that median CPI today hit a post-crisis HIGH, not a low. From recent Fed talk you'd have thought the opposite.
11/20/14
IT: reading your articles for long time and often agree. You know what- it has only hurt our Fund's YTD. Yellen sees what she wants to see.
11/20/14
The Inflation Trader
Summary Of My Post-CPI Comments http://seekingalpha.com/a/1lusp
11/6/14
The Inflation Trader
Dollar Rally Does Not Demand Deflation - Duh http://seekingalpha.com/a/1kvd5
10/23/14
The Inflation Trader
Summary Of My Post-CPI Thoughts http://seekingalpha.com/a/1jigb
10/15/14
The Inflation Trader
10/10/14
The Inflation Trader
What Risk-Parity Paring Could Mean For Equities http://seekingalpha.com/a/1iq0z
9/26/14
The Inflation Trader
Why So Many Inflation Market Haters All Of A Sudden? http://seekingalpha.com/a/1i3nz
9/26/14
The Inflation Trader
Another comment of mine skipped by SA: http://bit.ly/1mxQhiP
i do believe I am going to stop checking. Subscribe for free on my site and I won't have to!
9/17/14
The Inflation Trader
9/16/14
The Inflation Trader
Another of my articles didn't make SA. Here it is from last night: http://bit.ly/1phWzxL Subscribe or follow me @inflation_guy!
Thanks for the compliment!
Right I forgot abouth the 3.6% inflation sensitivity to the dollar you mentioned. Intuitively it does seem low, I guess that is why!
9/4/14
The Inflation Trader
9/4/14
The Inflation Trader
8/15/14
The Inflation Trader
When In Doubt, Add A Parameter http://seekingalpha.com/a/1fzm7
7/31/14
The Inflation Trader
Fed Gearing Up To Stand Down http://seekingalpha.com/a/1emdz
7/22/14
The Inflation Trader
Setting Up For a CPI Surprise? http://seekingalpha.com/a/1dxhb
7/22/14
Good stuff Mike glad to see SA has seen the light.
7/22/14
The Inflation Trader
SA seems to have stopped publishing my stuff. Go to http://bit.ly/J50clQ for the last couple, and for today's CPI report later.
Not sure if that means they're not happy with the content or if my irregular publishing schedule led them to think I stopped. :-)
...ironically, they just published yesterday's comment, but not today's.
7/16/14
The Inflation Trader
Yesterday's article...SA hasn't grabbed it: http://wp.me/pIy5M-Tt
7/8/14
The Inflation Trader
Plight Of The Fed Model http://seekingalpha.com/a/1de5h
7/8/14
The Inflation Trader
My latest: http://bit.ly/1jb5LHU Not on SA this morning yet apparently.
7/8/14
The Inflation Trader
Dog Bites Man: Markets Still Not Making Sense http://seekingalpha.com/a/1dd0x
6/24/14
The Inflation Trader
Awareness Of Inflation, But No Fear Yet http://seekingalpha.com/a/1cyq5
6/18/14
The Inflation Trader
The Fed's 'Own Goal' http://seekingalpha.com/a/1crot