Monogram Capital Management Ltd
Targeted Absolute Return Fund Managers
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 […]
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 […]
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 […]
A brief glance at an excellent first half for investors: thoroughly “risk on” for the first quarter, but a slower but still an upward grind thereafter. Not that such arbitrary dates matter. What does count is what can make it […]
WHEN WILL MARKETS RESPOND? Everything is in the end politics; it just takes a long route on occasion and rather like a frog in water, markets take time to realize that the pleasant feeling of warmth is a prelude to […]