Why we should be careful what we wish for.

What I liked about the lockdown was the ability to better plan my day. Not that this was easy, with the sheer number of tasks at hand that needed to be performed on a daily basis. Taking care of the kids, managing the household...

Why our spending habits are most important when it comes to the economic recovery.

Imagine being in a battle a few hundred years ago. You know, swords, shields, maybe an axe, but very much a bunch of people running towards one another with an intent to do harm and see w...

Why focus is the only thing that matters when it comes to managing our money. 

There are a lot of things to look at when it comes to financial markets. Almost everything is listed on publicly traded exchanges these days. Between equites, bonds, commodities, and all sort...

Why we must all dare to win, in times of adverse market conditions. 

Warren Buffett lost $50 billion in the latest stock market rout. That’s not all his money of course, many of his shareholders carry the load and nothing to fret about, when you still have more than $13...

Why tempting fate too many times is a dangerous game to play.

It had become somewhat of a routine. Every night around 2am, we would be awoken by loud barking sounds emanating from our kitchen. That’s where our two German Shepherds spent their sleeping hours and that’s w...

Why is there such a large disconnect between stock market performance and the real economy?

As we watch the global economy unravelling from the safety of our homes, many are confused as regards the astonishing performance of equity markets since the lows of March 23rd....

What will the world look like when we emerge from the lock down? 

For those of you who haven’t yet seen our favourite Peaky Blinder in the role that made him famous, look for the movie 28 Days Later and enjoy the gloriously eerie pictures of London in the opening sequen...

Why you should never judge a book by its cover.

For years we have argued that the income we receive from dividends comes with substantial risks. As a matter of fact, we have written several blog posts on this topic. To be clear, we like dividends, but the problem is the...

Why betting on prices falling isn’t as easy as it looks.


Hindsight is a beautiful thing, particularly when it comes to predicting market crashes and I am seeing a lot of chatter on social media asking “well, why didn’t you just go short?”. For those readers who are not...

Why it is still better to be lucky than smart.

As you purvey the current carnage in the financial markets, it’s difficult not to get despondent. It is in times like these that we turn to music to help us lift our spirits, or wallow in self-pity. I can recommend the most...

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Profile piece: Christian Armbruester, CIO and founding principal, recently interviewed with Citywire about Blu Family Office

25/05/2018

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