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Inflation Guy’s CPI Summary (September 2025) Well, it seems like it’s been a while since the last CPI update! Thanks to the government shutdown, it has been since this data is a week and a half later than it was scheduled to be. The importance of the CPI release is obvious, but it was reinforced by the fact it’s the only […]
https://inflationguy.blog/2025..../10/24/inflation-guy

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Mamdani’s Effect on the CPI Surprising no one, and yet shocking many, avowed socialist Zohran Mamdani won the election yesterday to become Mayor of the largest city in the United States.[1] Probably the main reason for Mamdani’s victory is that he pursued the tried-and-true method of giving out free stuff, and a whole generation of Americans who have systematically been […]
https://inflationguy.blog/2025..../11/05/mamdanis-effe

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Modeling Shortfall Risk versus Inflation – What a Good Hedge Looks Like When people ask me about hedging inflation, they aren’t always asking what they think they’re asking. There are two approaches to addressing inflation in your portfolio so that the portfolio grows in real terms. One of the approaches is to try to simply outrun inflation: “If inflation averages 3%, and I have an investment that […]
https://inflationguy.blog/2025..../12/03/modeling-shor


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Does Crypto Expand the Money Supply? We live in interesting times, and let’s face it: mostly, in a good way. It doesn’t have to stay that way, naturally, and it won’t stay that way naturally. This has always been the weak spot in any system that insists on centralized management of certain functions. Of course, that’s the fundamental flaw and conceit […]
https://inflationguy.blog/2025..../10/15/does-crypto-e

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The Fault, Dear Brutus, is in R* I want to say something briefly about the “neutral rate of interest,” which has recently become grist for financial television because of new Trump-appointed Fed Governor Stephen Miran’s speech a couple of days ago in which he opined that the neutral rate of interest is much lower than the Fed believes it is, and that […]
https://inflationguy.blog/2025..../09/24/the-fault-dea


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