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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
Recessions
A typical recession wipes out about 2% of GDP, which for an economy the size of Great Britain, means there will be £50 billion less to go...
Christian Armbruester
Dec 11, 20231 min read
Steaks, Santa, Inflation and Markets
When I was a kid, I learned about inflation because the price of my favourite comic book kept increasing by about twenty Pfennig every so...
Christian Armbruester
Dec 4, 20232 min read
Super Cycles
When it comes to commodities, it is usually about cycles. You can’t grow a field of wheat overnight, and it takes years to set up a mine....
Christian Armbruester
Nov 27, 20231 min read
Reality Bites, Revisited
We like to look at things in nominal terms. Most of that has to do with our sense of time as we need reference points to put things into...
Christian Armbruester
Nov 20, 20231 min read
Back from the Dead
We thought it was all over when FTX collapsed. At the beginning of 2023, the two major cryptocurrencies of Ethereum and Bitcoin had lost...
tomtardif23
Nov 13, 20231 min read
Rally, Revisited
On the back of a weak jobs report on Friday, we had one of the biggest everything rally in a while. Equities surged, with the S&P500 now...
tomtardif23
Nov 6, 20231 min read
Footsie Blues
Since the lows of March 2009, the FTSE100 index has underperformed the S&P500 by a staggering 428.66%. Strangely, prior to the Great...
tomtardif23
Oct 23, 20232 min read
Second Best
For a number of reasons, Silver has always been considered the ugly cousin to the much more sought-after Gold. Even at the Olympics, when...
tomtardif23
Oct 16, 20231 min read
Dollar, Dollar, World on Fire
The Greenback has been on a tear since mid-July, up more than 7% against most major currencies. Not too long ago, most professionals were...
tomtardif23
Oct 2, 20231 min read
Divi-Dance
People sure love their dividends and what’s not to like about taking some money off the table every once in a while? The problem is...
tomtardif23
Sep 25, 20231 min read
When The Levee Breaks
Fund manager allocations to longer-term bonds are at a multi-decade high. For good reason — after starving in the lands of low interest...
tomtardif23
Sep 18, 20231 min read
Arriba Andale
At the heart of every good agreement, lies an uneven set of needs and resources. Mexico lacked technology and access to capital, the US...
tomtardif23
Sep 11, 20232 min read
Tinker, Taylor, Bail-Out
The irrational exuberance in the Nasdaq is back to levels we last saw just before the dot com crash, and by any measure “cheap” is not a...
Christian Armbruester
Sep 4, 20232 min read
American Superstar
You may not have noticed, but America has recently become more powerful than ever. In the last fifteen years, the US economy doubled in...
Christian Armbruester
Aug 7, 20231 min read
Son of Printing
Remember the more than US$50 trillion we printed to save the world, twice? Yeah, it seems we didn’t get the memo on that (Office Space,...
Christian Armbruester
Jul 31, 20231 min read
Running Bulls
To put it into technical terms: the markets went a bit nuts last week. The S&P broke 4500, 10-year Treasury yields are safely back below...
Christian Armbruester
Jul 17, 20231 min read
Property
“No one beats Vitus Gerulaitis 17 times in a row,” said the Lithuanian Lion after finally defeating Jimmy Connors at the 1980 Masters and...
Christian Armbruester
Jul 10, 20232 min read
Red Dragon
I remember when a chicken restaurant franchise went public. The analysts pushing the stock told us not to worry about the somewhat lofty...
Christian Armbruester
Jul 3, 20231 min read
Circle of Life
Maybe it’s a cultural thing, but for some reason mortgages in the UK tend to be fixed for much shorter terms than in the US or the...
Christian Armbruester
Jun 26, 20231 min read
Hope, Revisited, Again
It would seem we made the bottom in the S&P 500 sometime in October last year. Back then, we were worried about inflation, earnings, the...
Christian Armbruester
Jun 19, 20231 min read
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