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Targeted Absolute Return Fund Managers

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He who pays the piper

April 2, 2022April 2, 2022 superadminCentral Banks, China, Economy, energy, Federal Reserve, inflation, interest rates, Opinion, UK, USA
a map of russian oil pipelines with pictures of pipes super imposed on it - in house collage - illustration for an article by charles gillams - he who pays the piper

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 […]

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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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DETONATION OR ROTATION

February 19, 2022February 19, 2022 Charles GillamsEconomy, energy, inflation, interest rates, investment markets, USA

Two big market forces are at work just now, one is rotation out of the low interest rate winners, to wherever we go next, the other might be something more spectacular. Enough of the market still sits in the “don’t […]

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Sea change

January 23, 2022January 23, 2022 Charles GillamsCentral Banks, Economy, interest rates, Opinion, UK, UK Politics, USA
a sea container with a building site beside it, illustration for article by Charles Gillams of Monogram capital management entitled 'sea change'

A trio of influential knaves to worry about this week, united by a belief that “this time is different”. Well pantomime season is behind us, however we can still all shout “oh no it isn’t”. Boris seems to be the […]

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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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  • Hard Landings?
  • REINSTATING REAL ECONOMICS – WISH YOU WERE HERE?
  • He who pays the piper
  • Tech Wreck or Much Ado
  • LOCATING THE ELUSIVE BASE

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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