Breaking News
Quotes
All Instrument Types
  • All Instrument Types
  • Indices
  • Equities
  • ETFs
  • Funds
  • Commodities
  • Currencies
  • Crypto
  • Bonds
  • Certificates

Please try another search

Search website for: 
Popular News
More
Popular Analysis
More
More
Get 50% Off
/Free Sign Up
 0
📈 Q2 Earnings Alert! Critical earnings dates you can't miss
See Calendar

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 6

Now that we have our first estimate of GDP for Q3, we also have our first estimate of M2 velocity for the third quarter. Because there is an amazing amount of uninformed hypothesis out there, I...
Two weeks ago I pointed out one of the effects of higher interest rates is that leveraged return strategies get swiftly worse as rates rise. Today, I want to talk about another result of higher...
What Happens if CPI Isn’t Released?
By Michael Ashton - Sep 27, 2023
One thing I’ve stopped worrying very much about is a government shutdown. It could even be a good thing, given the bloated deficit, except for the fact that the government basically keeps...
One of the biggest stories of the past week has been the synchronized strike by the United Auto Workers (UAW) against the Big Three auto makers in Detroit. Although so far only 13,000 workers out of...
A couple of months ago, in this article, I argued that one characteristic of higher-inflation environments is that the volatility of inflation numbers is also high.While it does not automatically...
Three Pertinent Inflation Observations
By Michael Ashton - Aug 24, 2023
I have three items to discuss in this week’s post.The first item is an announcement made by the BLS on Tuesday regarding upcoming changes to how the CPI for Health Insurance will be...
It’s ironic that I had planned this column a couple of days ago and started writing it yesterday because the very concerns I talk about below are behind the overnight news that Fitch is lowering...
How the Fed Saved Structured Note Issuance
By Michael Ashton - Jul 25, 2023
There’s an aspect of the higher interest rate structure we are now blessed/cursed with that hasn’t gotten as much airplay, but which is great news for dealer desks and also a good thing...
In the course of this inflation cycle – and I do think this is a cycle, and not necessarily a one-off, although the subsequent peaks may not surpass this year’s peak in Median CPI for some...
High Interest Rates Won't Solve Inflation Conundrum
By Michael Ashton - Jun 22, 2023
One of the things which alternately frustrates and fascinates me is the mythology surrounding the idea that the central bank can address inflation by manipulating the price of money, even if it...