Christian ArmbruesterJul 6, 2020America, AmericaWhy nothing will ever change in the greatest country on earth. I first moved to America in 1979, when I was 10 years old. We were the...
Christian ArmbruesterJun 29, 2020Cash, Capital and CollateralWhy we must borrow when the giving is this good. It seems like a lifetime ago when we could put our money into the bank and earn 5%....
Christian ArmbruesterJun 22, 2020Brexit, Trump, and Diet SodaWhy everything has changed, yet remains the same. With the economic turmoil, the political tensions, the uncertainty and all that is...
Christian ArmbruesterJun 15, 2020The Govvies ConundrumWhy it is time to move on from buying government bonds. The yield on long term government debt in the US (and many other countries) used...
Christian ArmbruesterJun 8, 2020Football, Cappuccinos and RiotsWhy the rage of the global protests is within all of us. It was a beautiful sunny morning and like every Saturday, I took my son to play...
Christian ArmbruesterJun 1, 2020The Buds of MayShould we reduce our exposure to equities at this time? They say that for the month of May, we should sell and go away. Statistics have...
Christian ArmbruesterMay 26, 2020Lockdown JoysWhy we should be careful what we wish for. What I liked about the lockdown was the ability to better plan my day. Not that this was easy,...
Christian ArmbruesterMay 18, 2020Consumer To The RescueWhy our spending habits are most important when it comes to the economic recovery. Imagine being in a battle a few hundred years ago. You...
Christian ArmbruesterMay 11, 2020Looking GlassWhy focus is the only thing that matters when it comes to managing our money. There are a lot of things to look at when it comes to...
Christian ArmbruesterMay 4, 2020The Next AmazonWhy we must all dare to win, in times of adverse market conditions. Warren Buffett lost $50 billion in the latest stock market rout....
Christian ArmbruesterApr 27, 2020Night of The FoxWhy tempting fate too many times is a dangerous game to play. It had become somewhat of a routine. Every night around 2am, we would be...
Christian ArmbruesterApr 20, 2020Two Sides to Every CoinWhy is there such a large disconnect between stock market performance and the real economy? As we watch the global economy unravelling...
Christian ArmbruesterApr 14, 202076 Days LaterWhat will the world look like when we emerge from the lock down? For those of you who haven’t yet seen our favourite Peaky Blinder in the...
Christian ArmbruesterApr 6, 2020It's All in a NameWhy you should never judge a book by its cover. For years we have argued that the income we receive from dividends comes with substantial...
Christian ArmbruesterMar 30, 2020Female Dogs and Blind ChickensWhy betting on prices falling isn’t as easy as it looks. Hindsight is a beautiful thing, particularly when it comes to predicting market...
Christian ArmbruesterMar 23, 2020This is The EndWhy it is still better to be lucky than smart. As you purvey the current carnage in the financial markets, it’s difficult not to get...
Christian ArmbruesterMar 16, 2020Boys and MenWhy crashes are a wonderful way to discern good investment strategies from bad managers. Separating the proverbial “men from the boys” is...
Christian ArmbruesterMar 9, 2020The Good, The Bad and The UglyWhy the Coronavirus may be the best thing that ever happened. It really is difficult at the moment to talk about anything other than this...
Christian ArmbruesterMar 2, 2020The Coronavirus RevisitedWhat to do when the markets are crashing. A few weeks ago, we looked at the concept of tail risk, as exemplified by the outbreak of the...
Christian ArmbruesterFeb 24, 2020PerspectiveWhy everything is relative when it comes to our wealth. In the middle of the 19th century, the British empire was at its grandest. All...