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....

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...

Why crashes are a wonderful way to discern good investment strategies from bad managers.

Separating the proverbial “men from the boys” is a great exercise in times like these. When markets come under duress, is when you really find out who has got a good handle on their...

What to do when the markets are crashing.

A few weeks ago, we looked at the concept of tail risk, as exemplified by the outbreak of the Coronavirus. It seems the worst is not over, and financial markets have taken quite a beating in the last few days. Where do we go fro...

Why negative interest rates may be as bad as they seem.

It’s the biggest elephant in the room ever, and it seems everyone has just accepted that it is so. But seriously, negative interest rates – doesn’t that go against everything we know? Don’t worry, we are not going...

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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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