China Archives > Monogram Capital Management Ltd

Thin ice skaters or savants?

October 10, 2021October 10, 2021 superadminCentral Banks, China, Economy, investment managers, investment markets, regulation, UK, UK Politics

Are we drifting out further from the shore of reason, confident we can slide gracefully back to safety, or do we have insight others lack? Perhaps rates just can’t rise, whatever the inflation rate? If so, they are a paper […]

POWELL / GOVE : DROPPING THE PILOTS?

September 26, 2021September 27, 2021 superadminChina, Federal Reserve, UK Politics, us federal reserve

This is a photograph showing Powell, chairman of the US federal reserve, whose speech is being analysed in the accompanying article, and Michael Gove, UK cabinet member

Jerome Powell looked ill at ease twice at his Wednesday press conference, with neither occasion related to monetary policy. While in the UK, Gove’s sidelining is the end of any chance of reform from this UK government. Oddly when asked […]

EVERY DOG

September 12, 2021September 27, 2021 superadminChina, Debt, Economy, investment managers, Opinion, UK, UK Politics

Boris seems slowly to be turning into the opposition to his own party, which I suppose is not new for him. Meanwhile China also seems to be hitting an identity crisis. Neither bodes well for investors. We apparently have a […]

Some Big Calls

April 1, 2021 charlesgillamsChina, Opinion, UK, USA

First posted on 7th February 2021 US Markets: The ‘no-Trump’ response We may learn a little about markets from the curious absence of Trump. We had been confidently told that without him the US stock markets would fold, and as […]

Fiasco

April 1, 2021 charlesgillamsCentral Banks, China, Debt, Economy, Federal Reserve, UK, USA

First Posted on 7th March 2021 WHY SYSTEMS FAIL, AND IT IS REALLY NOT ABOUT MONEY A winter lockdown forces us all to examine our domestic interiors, with in my case perhaps a superfluity of paper, which led me to […]