Enduring Insights
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Gold As An Inflation Straddle
by Michael Ashton on August 9, 2011
While it may be true that gold is protection against both deflation and inflation, it is presently best to think about it like a straddle which has one leg deep in-the-money. Read more »
Enduring Investments 2011 Course Catalog
by Michael Ashton on June 9, 2011
Enduring Investments offers short courses on various aspects of inflation and inflation-linked investing. Read more »
Hedging Medical Care Inflation in OPEB Plans
by Michael Ashton on June 2, 2011
I have just posted at SSRN an article I wrote in 2008 and never published. The article demonstrates how to think about hedging Medical Care inflation in post-retirement medical plans, and other 'inflation basis' problems. Read more »
Under the Hood of the CPI: Housing Inflation
by Michael Ashton on February 10, 2011
No subgroup gets a higher weight, or more attention, than the Housing category. This week I will drill down a little deeper on housing. Read more »
Under the Hood of the CPI: Transportation Inflation
by Michael Ashton on February 2, 2011
Last week, I showed how the eight major subgroups of CPI were contributing to the overall development of the inflation index. This week I want to drill down a little bit on one of the subindices: Transportation. Read more »
Under the Hood of the CPI: Where Inflation Is and Isn't
by Michael Ashton on January 26, 2011
All-Items CPI is now rising at 1.496% year-on-year. But where is it coming from? We look at the evolution of the various subcomponents. Read more »