A HARD RAIN
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 […]
USA
YELLOW BRICK ROAD
UK elections are over – and the US employment numbers are out. What will labour now do, and what is the likelihood that the US market is overvalued? A fortnightly review by Charles Gillams, Monogram Investment Management Ltd.
What doesn’t sink me makes me stronger
First published on 20 December 2020 A strange old year winds down, with proof once more of the exceptional power of suggestion and the great strength of cohesion. Tired Markets, Bullish Investors So what now? Clearly markets are tired, we […]
MUST THE POOR BE CLEAN?
First posted on 10th January 2021 Attempting to comment on the last few weeks seems largely futile, save perhaps for the apocryphal remark attributed to Chinese premier Chou En Lai, that ‘it is too early to tell’, when asked about […]
Some Big Calls
First posted on 7th February 2021 US Markets: The ‘no-Trump’ response We may learn a little about markets from the curious absence of Trump. We had been confidently told that without him the US stock markets would fold, and as […]