Christian ArmbruesterMay 22, 2023Mega-CapsBelieve it or not the FAANG index, you know the one with most of our favourite super-sized technology stocks, is up 50% year to date. The...
Christian ArmbruesterMay 15, 2023FringesEquity markets have been quiet since the end of March, trading in tight ranges of less than three percent across most indices. That is...
Christian ArmbruesterMay 2, 2023Darling Buds of May, RevisitedAfter the euphoric market performance of 2021, followed the rather depressing 2022, but believe it or not 2023 has been a great year thus...
Christian ArmbruesterApr 3, 2023Get RealI remember talking to a macro trader in 2011. He advised me to pile into real assets, because you know, the world was ending. Since...
Christian ArmbruesterMar 13, 2023BanksIt was carnage last week. Of course, SVB is no Lehman Brothers, but nonetheless the S&P 500 regional banks index lost 18%, in its worst...
Christian ArmbruesterMar 6, 2023ConfusionThings continue to look strange. The S&P500 is stuck around 4000, still some 20% from last year’s top. Meanwhile in Europe, we are near...