Michael Ashton
@inflation_guy
Check out the Inflation Guy podcast at http://inflationguy.podbean.com . Visit our website at https://www.enduringinvestments.com!
Nice note from @inflation_guy on shelter inflation and why the NTRR index sucks. I agree. inflationguy.blog/2025/07/24/an-…
An Update/Reminder on Rent Inflation inflationguy.blog/2025/07/24/an-…
In comments in one of my posts I came across a person with no risk target for his portfolio and a view that his job is to maximize return without regard to risk. I said the job of every investor is to know what their risk tolerance is and hold a portfolio that takes roughly that…
The 'Inflation Guy' writing about 'USELESS coin' is peak internet. It's like a Michelin chef reviewing a hot dog stand. You know it's going to be entertaining, at least.
USELESS Coin vs Very Useful Coin inflationguy.blog/2025/07/18/use…
This was a *very* broad-based rise in core goods x-autos. It jumped 0.55%, biggest MoM rise since Nov'21. Median CPI was 0.33% and 16% trimmed at 0.32%. Core PCE looking like a 0.3% in Jun. Some tailwinds for core goods & core services into Jul, + core PCE in Jul may be strong.
here's the full quote with some filler parts left out: > Stablecoins are just a new method for making a payment. […] So stablecoins are just a new dollar token just like a poker chip that is going to trade over a new set of digital rails – typically crypto rails, Ethereum…
Really wild to hear a Fed governor say this
and just think, we have a stable coin that tracks CPI. a huge plus for the consumer. USDi is the place to be
Ep. 146: This Month's CPI Report - Not Getting to 2% podbean.com/eas/pb-u7tb4-1…
Inflation Guy’s CPI Summary (June 2025) inflationguy.blog/2025/07/15/inf…
Folks who are interested in our inflation-linked stable coin USDi should join our listen-only Telegram t.me/USDi_Coin for updates. But there's another reason too - on CPI day, I shoot across the charts and brief analysis like I used to do on Twitter. Join up!
Only 1.1k views? If you’re not reading Ashton’s blog you should. He’s an inspired teacher whose often pedagogical style gets point after point across & easily understandable. Here’s an actual attempt at quantifying tariff inflation that’s not simplistic imports x tariffs
When and How Much Tariff Effect? inflationguy.blog/2025/07/09/whe…
“One of the characteristics of a great trader that you really can’t teach is, they naturally get lugubrious when things are going well.” -@inflation_guy m.youtube.com/watch?si=DJJKE…
USDi looks promising as inflation hedge.
Monetarium 2 | Highlights youtu.be/btI0wbIHzWw?si… via @YouTube This was a terrific conference. I spoke about USDi (my talk will eventually be posted to their channel I think), but every presentation was interesting. As a non-crypto guy by background, I also felt warmly welcomed!
Ep. 145: Beware the Coming Inflation Bounce podbean.com/eas/pb-kn2z7-1…
Monetarium 2 | Highlights youtu.be/btI0wbIHzWw?si… via @YouTube This was a terrific conference. I spoke about USDi (my talk will eventually be posted to their channel I think), but every presentation was interesting. As a non-crypto guy by background, I also felt warmly welcomed!
When and How Much Tariff Effect? inflationguy.blog/2025/07/09/whe…
Ep. 144: Socialism and Inflation podbean.com/eas/pb-sjsbq-1…
The Twin Deficits - One Out of Two IS Bad inflationguy.blog/2025/06/25/the…
This is crazy. I literally just wrote this week about the fact that fluctuations in bitcoin demand, because the supply curve is vertical, cause maximal fluctuations in price. Larry White talking about this @ #monetarium2 !
