Birds
Why travelling can teach you a lot about the markets. We were halfway to London when the captain gave an update from the flightdeck....
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Christian Armbruester
May 9, 2022
America First
Why the trend is still your friend. US equities have been outperforming the European markets for the better part of four decades....
Christian Armbruester
Mar 28, 2022
Run
Why markets may not break but the song remains the same. The last two years essentially never happened. That’s what most European equity...
Christian Armbruester
Jan 17, 2022
Real Things
Why 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 Armbruester
Jan 10, 2022
Debt
Why 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 Armbruester
Nov 22, 2021
Chewbacca Defence
How 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 Armbruester
Oct 18, 2021
The Next Amazon, Revisited
Why 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 Armbruester
Oct 11, 2021
Long and Short
Why trading can lead to baldness. The concept of betting on prices falling is not really that complicated to understand, so long as you...
Christian Armbruester
Sep 13, 2021
Something Else
Why 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 Armbruester
Jul 26, 2021
Crash
Why 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 Armbruester
Jul 12, 2021
Emerging Markets, Revisited
Why 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 Armbruester
Jul 5, 2021
NAV Hell
Why calculating the performance of our investments is as much art as it is science. Not surprisingly, buying a fund to manage our...
Christian Armbruester
Jun 28, 2021
Printing
Why nobody knows where it goes when it comes to quantitative easing. The study of economics basically comes down to supply and demand....
Christian Armbruester
Jun 21, 2021
Inflation
Why 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 Armbruester
Jun 7, 2021
Megatrends
Why 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 Armbruester
May 24, 2021
ESG and LFC
Why 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 Armbruester
May 10, 2021
Darling Buds of May, Revisited
Why equities are resisting temptation. The temperatures are starting to rise, Spring is in the air, and it is time for that question we...
Christian Armbruester
May 4, 2021
Stop Loss
Why 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 Armbruester
Apr 26, 2021
I, Quant
Why we should all wish we were quants. The thing about advanced mathematics is that it can get very complicated. Once you add computer...
Christian Armbruester
Apr 12, 2021
Lessons in Love
What 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...
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