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Michael Ashton

www.enduringinvestments.com
  • Analysis & Comment

Michael Ashton's Comment & Analysis
A complete archive of Michael Ashton's articles, including current analysis & comment - Page 2

Before the CPI analysis, I always try to give some context for where we are in the ‘story’ about the evolution of inflation right now. It’s really difficult to do that, though, because of all of the...
Before we get started on today’s CPI, let me add a few wise words from an old market observer: The stock market is not the economy. The stock market is the (private real economy) times (price per...
The Coming Surge in College Tuition Inflation
By Michael Ashton - Apr 04, 2025
The recent news is clearly about the imposition of new reciprocal tariffs on US trading partners and the responses that those countries will have to the tariffs. In terms of the markets’ reactions,...
Look, I know that traders sometimes think their job is to overreact. And media folks benefit from overreacting. And political strategists have been genetically bred to overreacting. But a bit of...
I recognize that there is a good case for gold at a time when the price level is rising steadily and there are upside risks to inflation and downside risks to the dollar. Let me start there. I get a...
A couple of weeks ago, I presented a blog post called “Trump Era Volatility: The Impact on Portfolio Allocations,” in which I pointed out that the effect of increasing volatility generally is to...
I am constantly amazed at certain articles of faith among the economics community. In my line of expertise, one of the most amazing to me is the absolute conviction with which the economics community...
We finished 2024 with a slightly soft reading, but we began 2025 with a hot reading. Now, my admonition last month about the volatility of December data applies also to January data, although less so...
I am continually fascinated by how many second-order ‘understandings’ are missed, even by those people who have a really good first-order understanding of finance. For example, every financial...
Representative Alexandria Ocasio-Cortez, aka AOC, recently railed against the President when he threatened Colombia with tariffs if they should refuse to accept their citizens being deported back to...