Quarterly Inflation Outlook (Q3, 2011)

Michael Ashton - 08/31/11

Gold As An Inflation Straddle

Michael Ashton - 08/09/11

Enduring Investments 2011 Course Catalog

Michael Ashton - 06/09/11

Hedging Medical Care Inflation in OPEB Plans

Michael Ashton - 06/02/11

Under the Hood of the CPI: Housing Inflation

Michael Ashton - 02/10/11

Under the Hood of the CPI: Transportation Inflation

Michael Ashton - 02/02/11

 

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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 »

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 »