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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
Bitcoin Hail Mary
One thing is obvious, Bitcoin is one of the main winners from the US elections, up a staggering 50% since then. The market capitalization...
Christian Armbruester
Dec 9, 20241 min read
Commodities
There is little I dislike more than trading commodities. There are several reasons. For one, these markets are mostly unregulated. That’s...
Christian Armbruester
Dec 2, 20241 min read
Europe
Europe has taken a beating in the last fifteen years. At the heart of our demise was the subprime crisis. Rather ironically, it wasn’t...
Christian Armbruester
Nov 18, 20241 min read
Epilogue
The US elections are over and que sera, sera. All that remains is to see how our scorecard from last week performed. Bearing in mind that...
Christian Armbruester
Nov 11, 20242 min read
Prologue
There is only one thing that matters now and that is the US election. Everywhere we look, so much depends on the outcome, and seemingly...
Christian Armbruester
Nov 4, 20242 min read
Small is Beautiful
Investing in smaller companies bears a lot of risk. Foremost, there is the so-called idiosyncratic type, which comprises all that could...
Christian Armbruester
Oct 21, 20241 min read
Elections, Markets and Insurance
Another week and another record high for the S&P 500, so why are the risk markets telling us to be wary? The elephant in the room is the...
Christian Armbruester
Oct 14, 20241 min read
Sterling Blues
Global stock markets have performed incredibly well in the last twelve months. Unfortunately, for UK-based investors so has Sterling. The...
Christian Armbruester
Oct 7, 20241 min read
Roaring Dragon
We thought it was all over, the fat lady sung, and the rats had left the sinking ship that is the Chinese stock market long ago. The real...
Christian Armbruester
Sep 30, 20241 min read
Pivot, Revisited
The markets wanted their cake and eat it too. Instead, we received a scotch egg with haggis which nobody seems to have ordered. Not...
Christian Armbruester
Sep 23, 20241 min read
Strange as it Ever Was
Amidst all the hoopla last week about falling inflation and whether we get a 25 or a 50bp rate cut in September, Gold made a new all-time...
Christian Armbruester
Sep 16, 20241 min read
September to Remember
When the going gets tough, the tough get going, but not when the economy is slowing. That’s what the data is telling us and not...
Christian Armbruester
Sep 9, 20242 min read
Vouchers
There are things you just wouldn’t do when on a first date. Trying to use a discount voucher for a meal at a fancy restaurant is one of...
Christian Armbruester
Sep 2, 20242 min read
Usual Aspects
“And just like that, he’s gone,” said Kevin Spacey, and like the devil in the superb Usual Suspects (1995), all the commotion we...
Christian Armbruester
Aug 19, 20241 min read
Non Zero Sum Game
There comes a time when we all question the sanity of our belief system. It seems, last week was one of these times. The VIX (a measure...
Christian Armbruester
Aug 12, 20242 min read
Sector Clues
The S&P 500 reached another all-time high last week before profit taking took the index lower by a few percent. Everything is still on...
Christian Armbruester
Jul 22, 20241 min read
Summer Market Musings
Although the summer has not yet arrived for those of us that live in Britain, the constant rain does give rise to sitting inside and...
Christian Armbruester
Jul 8, 20242 min read
Time and Extremes
The gift of clairvoyance is one thing, but timing is quite another. This makes speculating on major market inflection points potentially...
Christian Armbruester
Jul 1, 20242 min read
Quids in for the Euros
The Euro is down more than two and a half percent against Sterling in the last month. To the untrained eye, this may not seem like very...
Christian Armbruester
Jun 17, 20241 min read
Electio Magna Britannia
The recent election in India is just the latest example that it is very hard to predict human behaviour and opinion polls do not matter....
Christian Armbruester
Jun 10, 20241 min read
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