Christian ArmbruesterOct 4, 2021BordersWhy there is no solution for an amicable dissolution. Never mind how we got here. From the very beginning, we all knew it would come down...
Christian ArmbruesterSep 27, 2021ArbitrageWhy hair care is better than quantitative analysis. When I first heard the term statistical arbitrage, I thought it was a joke. The kind...
Christian ArmbruesterSep 20, 2021Darling Buds of May, Revisited, AgainWhy September is a month to remember. Thankfully, we didn’t sell in May and go away. Global equities are up another 7% since then and...
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 ArmbruesterAug 31, 2021When We Were KingsWhy life is but a stage and many of them. My father always said, time goes by quicker the older you get. As a child I never quite knew...
Christian ArmbruesterAug 23, 2021CasinoWhy we all need Justin Bieber to help us beat the markets. Everybody thinks they are better than average. Why else try anything? So, it...
Christian ArmbruesterAug 16, 2021Gold, Revisited, AgainWhy coins are better than bullion and the eighties will never die. For some reason, whenever I think of Gold I can’t get that rather...
Christian ArmbruesterAug 9, 2021Bitcoin, Revisited Why cryptocurrencies are unlikely to go away. Last month we had a heavy rebalance. Selling stocks in one currency, buying bonds in...
Christian ArmbruesterAug 2, 2021ZombiesWhy the end of times may be closer than we think. If there is one redeeming quality to this pandemic, it is truly non-discriminatory....
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 19, 2021MoneyWhy it’s a rich man’s world. Money, it’s a drag. That’s what Pink Floyd told us, so it must be true. We want money, we need money, and we...
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 14, 2021ThinkingWhy we should always prepare for the worst when it comes to making decisions. Clearly, we all have regrets. The words we wish we hadn’t...
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 17, 2021Handshakes, Planes and Liar's PokerWhy the most trivial things can have the biggest impact on our lives. It was Super-Saturday, and I woke up nervous. No, this wasn’t some...
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...