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investment markets

The Art of the Possible

February 5, 2023February 5, 2023 Charles GillamsAbsolute return, interest rates, investment markets, Opinion

Image from Wikemedia – by Neide José Paixão Looking at Absolute Return – Can it be Done? A wise old hand once told me that all investors want is protection from inflation; do that, earn your fees and your job’s […]

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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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WHAT DO THEY KNOW OF ENGLAND?

November 13, 2022November 13, 2022 Charles Gillamsinvestment markets, private equity, Technology sector

Let us look at tech, private equity and this seeming market bounce, driven by those sectors. The NASDAQ is up almost 10% at 11,320 after a trio of twelve-month lows in the mid 10,300’s, the latest of those lows just […]

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PICTURES OF MATCHSTICK MEN

October 30, 2022October 30, 2022 Charles Gillamsinflation, interest rates, investment markets, Property, UK, USA

I noted at the end of our last bulletin, that markets are feeling strangely bullish, for a few reasons, which I share. Although only in some places. I still find little attractive in most debt markets. They are cheap, but […]

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FEEDING FIDO

October 2, 2022October 2, 2022 Charles Gillamsinterest rates, investment markets, Property
a cartoon of a startled bear, with a dog rushing towards it happily, and a bowl of food in between these two

International interest rates – what a dog’s dinner! But perhaps also a wake-up call: this is real life – governing for your social media feed does not work. We take a glance, too at the property market. MARKET EVENT OR […]

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  • The Art of the Possible
  • REFLECTIONS & PREDICTIONS
  • All Clear? REITs and Private Equity
  • Bonds and Bullwhips
  • Tripod
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41 St James's Pl, St. James's, London SW1A 1NS.

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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