Christian ArmbruesterMay 9America FirstWhy the trend is still your friend. US equities have been outperforming the European markets for the better part of four decades....
Christian ArmbruesterMar 28RunWhy markets may not break but the song remains the same. The last two years essentially never happened. That’s what most European equity...
Christian ArmbruesterJan 17Real ThingsWhy trading commodities could be the best thing you ever do. There is another world out there and it has been around a lot longer than...
Christian ArmbruesterJan 10DebtWhy the going is good, until it isn’t. Benjamin Franklin once said that it is better to go to bed without dinner than to rise in debt....
Christian ArmbruesterNov 22, 2021Chewbacca DefenceHow to invest in a world that has gone parabolic. Apples don’t rise from the ground to reattach themselves to the tree, pigs can’t fly,...
Christian ArmbruesterOct 18, 2021The Next Amazon, RevisitedWhy thematic ETFs are the best thing since Venture Capital. We would all like to invest a little, to make very much. Think buying shares...
Christian ArmbruesterOct 11, 2021Long and ShortWhy trading can lead to baldness. The concept of betting on prices falling is not really that complicated to understand, so long as you...
Christian ArmbruesterSep 13, 2021Something ElseWhy alternatives to equites and bonds are hard to find. Nothing beats the S&P 500 at a time when central banks have pumped trillions and...
Christian ArmbruesterJul 26, 2021CrashWhy it is not a question of if, but when, and what we are going to do about it. If something has gone up a lot, there is the possibility...
Christian ArmbruesterJul 12, 2021Emerging Markets, RevisitedWhy we could all do well to capture exponential growth. It is funny how we have come to define “emerging markets” when it comes to...
Christian ArmbruesterJul 5, 2021NAV HellWhy calculating the performance of our investments is as much art as it is science. Not surprisingly, buying a fund to manage our...
Christian ArmbruesterJun 28, 2021PrintingWhy nobody knows where it goes when it comes to quantitative easing. The study of economics basically comes down to supply and demand....
Christian ArmbruesterJun 21, 2021InflationWhy there is a fine line between genius and insanity when it comes to rising prices. Few of us will remember what it was like when you...
Christian ArmbruesterJun 7, 2021MegatrendsWhy the trend is not always your friend. If there is one thing that came out of COVID-19, it is that we got used to huge price swings in...
Christian ArmbruesterMay 24, 2021ESG and LFCWhy it is all about the football in the end. Clearly, we need to do everything possible to prevent the destruction of our environment. By...
Christian ArmbruesterMay 10, 2021Darling Buds of May, RevisitedWhy equities are resisting temptation. The temperatures are starting to rise, Spring is in the air, and it is time for that question we...
Christian ArmbruesterMay 4, 2021Stop LossWhy there can be only one number to rule them all. There comes a point in every relationship when things are not so nice. Couples argue,...
Christian ArmbruesterApr 26, 2021I, QuantWhy we should all wish we were quants. The thing about advanced mathematics is that it can get very complicated. Once you add computer...
Christian ArmbruesterApr 12, 2021Lessons in LoveWhat are the big takeaways from a very strange year in the markets? It has been more than a year now that COVID-19 has taken over the...
Christian ArmbruesterApr 6, 2021Archegos and the Blue Light SpecialWhy you should never risk thy whole wad. People seem to always confuse trading and investing. Ultimately, it comes down to the same thing...