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INSIGHTS
We look at everything, so you don’t have to. We keep you updated on anything that we feel is important, provide insights on all that is relevant, and seek to educate on the things that matter.
Managing Wealth Effectively
Equities - Creating your Own Index
Citywire - How BLU is doing away with predictions
Alternative Investments Explained
War and Probability
The US has bombed Iran. Looking at the potential events as they are about to unfold strictly through the lens of the most widely followed...
Christian Armbruester
Jun 23, 20252 min read
When Two Tribes Go To War
Another week, another war, and there are now 50 global armed conflicts involving some 90 countries. The current level of instability in...
Christian Armbruester
Jun 15, 20251 min read
Submerging Markets
With all the talk about investors dumping U.S. assets in favour of Europe, what about the emerging markets? There are many different...
Christian Armbruester
Jun 8, 20251 min read
Cable
Sterling achieved something rather remarkable last week. It traded at 1.35 against the US Dollar, which is the highest level in 3 years....
Christian Armbruester
Jun 2, 20251 min read
Humphrey and the S&P500
When looking at a long-term chart of the S&P 500 index, we can notice two distinct bumps starting in the late eighties that appear larger...
Christian Armbruester
May 18, 20251 min read
Equities high, certainty low
The S&P 500 has retraced more than two thirds of its losses since liberation day, the Nasdaq is above 20000, the DAX is at an all-time...
Christian Armbruester
May 12, 20251 min read
Gold Paint and the Digital World
Say what you want about the asset that some people say has no intrinsic value, but Bitcoin has held up incredibly well in the last two...
Christian Armbruester
Apr 28, 20252 min read
Crash Course
The anatomy of a market crash is always the same. At first, we convince ourselves that the falling prices are merely part of normal...
Christian Armbruester
Apr 7, 20251 min read
Defence stocks, AI, and the Carabao Cup
Out of 195 countries in the world, 92 are at least partially involved in conflicts beyond their borders. Some are more hostile than...
Christian Armbruester
Mar 31, 20251 min read
Gold and the last Mushroom
Gold made a record high of $3060 per ounce last week. Up 15% this year and 50% in the last twelve months, the trend has been relentless...
Christian Armbruester
Mar 23, 20251 min read
Risk, Insurance, and Horses
Financial markets go up and down, and sometimes a bit more than on other days. That’s called volatility and the VIX index measures how...
Christian Armbruester
Mar 17, 20251 min read
Update from the Flight Deck
Financial markets have been on a bit of a roller coaster since the beginning of the year. In the face of so much uncertainty, investors...
Christian Armbruester
Mar 10, 20251 min read
Germany, Europe, and LFC
The largest economy in Europe went to the polls on February 23rd. Whereas the results were widely predicted, the makeup of the...
Christian Armbruester
Mar 3, 20251 min read
Treasure Hunting
Markets have remained surprisingly resilient this year, but not because of the usual suspects. The Magnificent Seven look frazzled. Tesla...
Christian Armbruester
Feb 24, 20251 min read
Sentiment
There is something to be said about how people feel when it comes to the financial markets. After all, when we are afraid, the last thing...
Christian Armbruester
Feb 17, 20251 min read
No Sunshine
To say it’s been a strange year so far would be an understatement. There have been threats by the US to annex Canada, there is talk of...
Christian Armbruester
Feb 10, 20251 min read
Light Mayo
If you wanted to grow an orange in the Antarctic it would require a great deal of infrastructure and energy. Naturally, that would be...
Christian Armbruester
Feb 3, 20252 min read
Effects
The day has come, and Donald Trump is the 47th President of the United States of America. Much has been written, said, and discussed...
Christian Armbruester
Jan 20, 20251 min read
The Lettuce, the Debt, and the Red
The British Pound is now worth less than a US Dollar and twenty cents, down nearly 10% in two months. During the same time, the yield on...
Christian Armbruester
Jan 13, 20252 min read
10 Fearless Predictions
Only four of our ten fearless predictions from last year came true. That’s not good, but still a lot better than the odds of the Labour...
Christian Armbruester
Jan 6, 20251 min read
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