Don't look at the mineral prices as a guide to inflation - look at the ISK cost of keeping up with the game as a guide to inflation in Eve Online, it is going up.
My reasoning what that the ideal characteristics of such an investment would be:
- Price linked somehow to the rising wealth in the game though i also want the price to be independent of individual specific items
- Controlled supply - i want the supply of my investment to be limited or restrained so that as a scarce resource its value can grow as wealth in the game grows
- Readily converted to ISK no matter what the environment - come war, peace, patch, expansion, you name it i want my investment to be recognised by all players at all times as something of value
- Sufficiently liquid to convert to ISK in a short period of time - i.e. i can sell my investment very quickly into the market for a fair price
- Power Proof - i don't want any player / alliance power base able to control the price of my investment
- Patch / expansion proof - i don't want my investment to be materially reduced in value on the whim of a change in a patch or expansion.
Which lead me to Plex.
Well, one year later i now own 94 Plex valued at 83bn ISK.
In all, I have entered the market 6 times to buy those Plex and by average gain has been 24.2% (a range of 38.8% to 10.6%).
So far, at least, my theory is holding true on investing in Plex.
However, it is fair to say that whilst i meet one side of the CCP aim of Plex (i am providing liquidity to those players that which to sell buy Plex for US$ and then sell that Plex for ISK), i am part of the player base that is forcing the price of Plex up (i don't plan on selling my Plex any time soon).