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Debt

Bonds and Bullwhips

December 11, 2022December 11, 2022 Charles GillamsDebt, Federal Reserve, investment markets
A graph showing the bullwhip effect on markets, to illustrate an article by Charles Gillams on bond markets and the bullwhip effect

What are bonds for? Not always what you think. And the whiplash of the economy, (the bullwhip effect on all markets) makes recession both inevitable and meaningless. Corporate bonds vs government bonds So, to compare bonds – a corporate bond […]

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Seeking an end to the turmoil

June 12, 2022June 12, 2022 Charles GillamsChina, Debt, Economy, Employment, energy, inflation, interest rates, labour markets, Opinion, UK
this is a photograph of a desert road, with the words written above : never reaching the end?

This market turmoil feels interminable, as asset markets stumble to find a firm footing and churn relentlessly. Instinct says that’s a time to buy. But there is so much happening, as this multi-year trauma unwinds, it is quite hard to […]

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LOCATING THE ELUSIVE BASE

March 6, 2022March 6, 2022 Charles GillamsCentral Banks, Debt, Economy, Federal Reserve, interest rates, Opinion, USA

the investment impact of recent events CRANES I spent last Sunday in the elusive pursuit of grus grus, in the upper Marne basin, East of Paris. For some reason the Common Crane had already left in a bid to cross […]

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River Deep, Mountain High

December 19, 2021December 19, 2021 superadminCentral Banks, Debt, Economy, inflation, investment managers, investment markets, USA

Welcome back Mr. Powell – so what is a good response to impending inflation? After nine months or more the newly reappointed Fed Chair conceded the blindingly obvious: we have an inflation issue, along with the equally transparent need to […]

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Which is the Leviathan?

November 7, 2021November 7, 2021 Charles GillamsDebt, Economy, inflation, investment markets, Opinion, private equity, UK, us federal reserve
whale in the sea - sometimes called Leviathan

This is a week to ponder the role of private equity in portfolios, in what may be an early phase of a great investment and technological explosion. There seems to be no sign of higher interest rates and a stubborn […]

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Older posts

  • The Art of the Possible
  • REFLECTIONS & PREDICTIONS
  • All Clear? REITs and Private Equity
  • Bonds and Bullwhips
  • Tripod
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Monogram Capital Management (FCA Number 820474) is authorised and regulated by the Financial Conduct Authority.

'Smoke on the Water' - an ebook - consists of Charles Gillams's fortnightly updates during the first half of 2020, during which markets collapsed and then recovered. He does an assessment of how well he predicted what happened as an 'afterword' after each post. We invite you to take a look.

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