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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
Yields
Short term interest rates have been a one way bet for more than a year now. The folks in the bond markets may have some ideas about when...
Christian Armbruester
May 30, 20231 min read
Mega-Caps
Believe 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 Armbruester
May 22, 20232 min read
Fringes
Equity markets have been quiet since the end of March, trading in tight ranges of less than three percent across most indices. That is...
Christian Armbruester
May 15, 20231 min read
Darling Buds of May, Revisited
After the euphoric market performance of 2021, followed the rather depressing 2022, but believe it or not 2023 has been a great year thus...
Christian Armbruester
May 2, 20231 min read
Get Real
I 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 Armbruester
Apr 3, 20231 min read
Banks
It 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 Armbruester
Mar 13, 20231 min read
Confusion
Things 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...
Christian Armbruester
Mar 6, 20231 min read
Cryptos, Revisited
One thing is certain, no one cares about cryptocurrencies anymore. After rising into the stratosphere as part of the everything-rally...
Christian Armbruester
Feb 20, 20231 min read
Fallen
Another tech giant took it on the chin last week and not just any bellwether of old, but the mighty Google. Down 38% from its highs, it...
Christian Armbruester
Feb 13, 20232 min read
After Pivot
The Fed did what they had to do. The market had other ideas, and the two-year yield on Treasuries is now fifty basis points lower than...
Christian Armbruester
Feb 6, 20231 min read
Is Tech Back?
Tesla is now up 71% from its January lows, but still down 56% from the highs the year before. That’s when you tend to lose people who...
Christian Armbruester
Jan 30, 20231 min read
Sur(prise)
It was a glorious year. The Nasdaq was up 86% and everyone made money. We were a bit worried about what would happen when the VHS...
Christian Armbruester
Jan 23, 20231 min read
Rally
It has been a very strange start to the year. Here in the UK, there is a strike of some sort on every day, it has rained non-stop and...
Christian Armbruester
Jan 16, 20231 min read
Bubbles
One by one, the covid induced tidal waves of excesses have been swept away. Down is the NASDAQ by some 35%, crashed have all the...
Christian Armbruester
Jan 9, 20231 min read
Five Fearless Predictions
Last year, the medium forecast for the S&P500 was 4900. Not one amongst the strategists of the leading global financial institutions had...
Christian Armbruester
Jan 3, 20232 min read
Fusion
Amidst all the doom, the gloom, and the bitter cold, there it was, a shimmer of hope. An abundance of clean energy to save the world from...
Christian Armbruester
Dec 19, 20221 min read
Virtual
A world in which we do things without physically being present has been around for a very long time. Early computer games in the eighties...
Christian Armbruester
Dec 12, 20221 min read
Euro Stocks
For our American friends, any stocks outside the land where the Dallas Cowboys play are considered another asset class and as such,...
Christian Armbruester
Dec 5, 20221 min read
Brexit Transuerso
It’s the gift that keeps on giving, and Brexit was in the news again last week. Talk of a Swiss-style arrangement made the rounds, before...
Christian Armbruester
Nov 28, 20221 min read
Budget
The problem with budgets is that they have to balance, which left the Chancellor sitting between the proverbial rock and a hard place. On...
Christian Armbruester
Nov 21, 20221 min read
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