Monogram Capital Management Ltd
Targeted Absolute Return Fund Managers
Local elections tell us remarkably little about national ones. We reflect on those. Meanwhile US equity markets are in turmoil, and some big numbers are changing very fast – some further musings. Do English local elections count ? We start […]
A very strange quarter: the FTSE100 was up, in sterling terms the S&P 500 was up, and the Russian Rouble ended where it was just before the Russian invasion. Short term dollar interest rates are nicely positive at last. So […]
Talking Tech today – We think that market cycles are longer and far less repetitive than we like to assume. Asset price ramps – the tech story But each speculative ramp up and blow off in assets shares much the […]
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 […]
Principles may be lacking in certain quarters, but we will start with the economics of inflation rather than Boris. How much inflation and for how long? Inflation is simply too much demand for the available supply, nothing more complex than […]