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...
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Christian Armbruester
- Mar 6
- 1 min
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...
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Christian Armbruester
- Feb 20
- 1 min
Cryptos, Revisited
One thing is certain, no one cares about cryptocurrencies anymore. After rising into the stratosphere as part of the everything-rally...
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Christian Armbruester
- Feb 13
- 2 min
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...
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Christian Armbruester
- Feb 6
- 1 min
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...
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Christian Armbruester
- Jan 30
- 1 min
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...
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Christian Armbruester
- Jan 23
- 1 min
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...
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Christian Armbruester
- Jan 16
- 1 min
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...
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Christian Armbruester
- Jan 9
- 1 min
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...
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Christian Armbruester
- Jan 3
- 2 min
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...
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Christian Armbruester
- Dec 19, 2022
- 1 min
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...
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Christian Armbruester
- Dec 12, 2022
- 1 min
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...
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Christian Armbruester
- Dec 5, 2022
- 1 min
Euro Stocks
For our American friends, any stocks outside the land where the Dallas Cowboys play are considered another asset class and as such,...
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Christian Armbruester
- Nov 28, 2022
- 1 min
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...
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Christian Armbruester
- Nov 21, 2022
- 1 min
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...
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Christian Armbruester
- Nov 14, 2022
- 1 min
Bottom
After last week’s first tangible sign that inflation may very well have peaked, is it time to pile into the stock markets? Maybe. There...
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Christian Armbruester
- Nov 7, 2022
- 2 min
Pivot
Interest rates are going to keep rising in the United States of America. That’s according to the all-powerful FOMC and goes for the rest...
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Christian Armbruester
- Oct 31, 2022
- 2 min
Cable
Why everything is relative when it comes to the rise in Sterling. At the height of the British Empire, the exchange rate between Sterling...
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Christian Armbruester
- Oct 17, 2022
- 2 min
Spartans
Why the answers to trading the markets are in three hundred six-packs. Most of the people that know what they are doing look for...
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Christian Armbruester
- Sep 26, 2022
- 2 min
Affliction
Why we should always stick to the choices we make. It’s all about consistency. Even in situations with odds no better than even. If you...
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