A Funny Thing Happened On The Way To Deflation

Michael Ashton - 01/24/12

Long-Term Portfolio Projections Update

Michael Ashton - 12/24/11

The Inflation Trend Is Not Yet “Tamed”

Michael Ashton - 12/16/11

Quarterly Inflation Outlook (Q4, 2011)

Michael Ashton - 11/23/11

Quarterly Inflation Outlook (Q3, 2011)

Michael Ashton - 08/31/11

Gold As An Inflation Straddle

Michael Ashton - 08/09/11

 

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A Funny Thing Happened On The Way To Deflation

by Michael Ashton on February 3, 2012. Updated on January 24, 2012.

There seems an awful lot of talk about QE3 and the risks of deflation considering that core inflation is rising in every developed economy, and has been for more than a year. Read more »

Long-Term Portfolio Projections Update

by Michael Ashton on December 30, 2011. Updated on December 24, 2011.

We present here the results of some simple models of long-term asset class returns and their implications for the decade ahead. Read more »

The Inflation Trend Is Not Yet “Tamed”

by Michael Ashton on December 16, 2011

While core inflation will eventually decelerate, so far it has not - and although some people are optimistic that it may, there is nothing currently in the data to suggest it is happening already. Read more »

Quarterly Inflation Outlook (Q4, 2011)

by Michael Ashton on November 23, 2011

This quarterly report is intended to give our clients and select prospects an overview of the economic and financial conditions as they relate to the possibility for an acceleration or deceleration of inflation. This is the report for Q4 2011, published November 22, 2011. Read more »

Quarterly Inflation Outlook (Q3, 2011)

by Michael Ashton on August 31, 2011

This quarterly report is intended to give our clients and select prospects an overview of the economic and financial conditions as they relate to the possibility for an acceleration or deceleration of inflation. Read more »

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 »