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UK Politics

Lend me your fears

October 16, 2022October 16, 2022 Charles Gillamsenergy, inflation, interest rates, supply chains, UK, UK Politics
this is a picture to illustrate the shakespeare quote - friends romans countrymen - here Charles Gillams uses it to discuss the aftermath of a modern political coup

I come not to praise Kwasi, but to bury him. This is an explainable, predictable but probably futile coup in the UK Tory Party, along with more King Canute from Bailey of the Bank. But in markets there is abundant […]

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The Turn of the Screw

September 4, 2022September 4, 2022 Charles GillamsEconomy, inflation, investment markets, UK Politics

So, we have Truss now. The continuity candidate, not the dull man who would take away our sweeties. But also, the same old Fed, keen to do just that. And its time we took a look at Starmer, the other […]

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The Times They are A Changin’

July 24, 2022July 24, 2022 Charles GillamsEconomy, Employment, UK Politics, USA

Rishi or Truss, can either be worse than Boris? Also, we do seem to be decisively leaving the decade of low rates and by implication the experiment of quantitative easing. On a twelve-month basis, bar the FTSE 100, all major […]

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Boris finally quits, and ‘Quality Growth’

July 9, 2022July 9, 2022 Charles GillamsEconomy, investment managers, Opinion, UK Politics
A photograph of Boris Johnson, UK prime minister, resigning

Boris finally quits: the loss of his Chancellor clearly made this inevitable. We also reflect on the London Quality Growth Conference, held in Westminster last month. It implies a very US bias, driven by two US universities, that seem to […]

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Hard Landings?

May 8, 2022May 8, 2022 Charles GillamsCentral Banks, Economy, interest rates, investment markets, Opinion, UK Politics
A plane landing on a german autobahn - with the words 'hard landings?' in hand writing

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 […]

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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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