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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 3

The ever-increasing cost of homes obviously causes a lot of people a lot of angst. Chief among those groups, naturally, are the people who are planning to buy a home but do not yet have one; and,...
It is important – and I say it every year – to remember that when we are looking at economic data from December (and in many data series such as Employment, January as well) there are massive error...
There is so much to talk about, since it has been such a long time since I posted, that it is a little hard to know where to begin. So let’s begin 2025 with a few quick notes about inflation markets...
Last month’s CPI had set up an uncomfortable situation for the FOMC, where too-high inflation was colliding with a Fed that had launched too soon into ease mode – for what appears to be mostly...
I said two months ago that I didn’t think the Fed should ease, but they would anyway. And they did, by cutting overnight rates 50bps. Then last month I said: “Getting rates back to neutral, around...
What Makes a Stablecoin Stable?
By Michael Ashton - Oct 31, 2024
The early growth of Bitcoin and the cryptocurrency space was originally stimulated by the mistrust of centralized control of monetary policy and financial institutions. While Bitcoin is a fiat...
First, a review: last month, August’s report missed higher. But the miss was mostly due to the quirky jump in Owners’ Equivalent Rent. Outside of that, CPI had been okay – not great, but moving in...
Why Aren’t Home Prices Falling?  
By Michael Ashton - Sep 24, 2024
From time to time, I like to point out errors that we make because we think in nominal space, or because we had 25 years of inflation being so low that we didn’t have to think about it very much. I...
Let me start with the punch line, which I think will not be a very common take: this report does not stop the Fed from easing 50bps next week, and honestly doesn’t really even hurt the chances very...
Let me introduce you, for those who aren’t already acquainted, to the Unidad de Fomento. The Unidad de Fomento (UF) is an almost-unique currency in the world.[1] It was established in 1967 by Chile...