Darling Buds of May, Revisited
Why equities are resisting temptation. The temperatures are starting to rise, Spring is in the air, and it is time for that question we...
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Christian Armbruester
- Mar 29, 2021
- 3 min
Economics 101
Why simple economics makes everything so easy to understand. Economics is defined as the social science that studies how people interact...
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Christian Armbruester
- Mar 15, 2021
- 3 min
Ten Fearless Predictions
Why we all need a bit of fun. As we have often said, our investment philosophy is not mired in the prediction game. That is because...
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Christian Armbruester
- Feb 8, 2021
- 2 min
Holding Pattern
Why the world better get busy living soon. The markets are in a weird place and have been for a very long time. Lest we forget that the...
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Christian Armbruester
- Oct 26, 2020
- 2 min
Event Risk
How should we be positioned for the US election, Brexit and COVID-19? I like events, and the bigger they are the better. The reason is...
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Christian Armbruester
- Mar 30, 2020
- 2 min
Female Dogs and Blind Chickens
Why betting on prices falling isn’t as easy as it looks. Hindsight is a beautiful thing, particularly when it comes to predicting market...
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Christian Armbruester
- Sep 23, 2019
- 2 min
Looking for Genius
I suppose we all think that by applying our mind and all that we have learned in years of study, we can add value when looking at the...
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Christian Armbruester
- Jul 8, 2019
- 3 min
Neil Woodford And The Philosopher’s Stone
It’s amazing that by the mere mention of the name, an entire story can now stand on its own. The person that was Neil Woodford is now a...
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Christian Armbruester
- Mar 18, 2019
- 2 min
Something for Nothing
In the world of investments there are few things we know for certain. Nonetheless, we buy assets in the hope that the prices will go...
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Christian Armbruester
- Feb 18, 2019
- 2 min
When Genius Fails
Let’s say, that you can call it right for no other reason than you are just that smart. You can read charts, you understand the...
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Christian Armbruester
- Dec 17, 2018
- 2 min
Holding Everything Else Constant
I love the very first thing you learn in economics: holding everything else constant, we can study the reaction of one with the other. It...
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Christian Armbruester
- Nov 12, 2018
- 3 min
The Blind Chicken
I think we can all agree that markets can go up and down. The trick is to buy things when they are at the bottom and sell them when they...
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Christian Armbruester
- Oct 1, 2018
- 2 min
Captain Hindsight To The Rescue
If you look at history, some of the decisions with the biggest impact on the world were seemingly taken completely at random. How else...
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Christian Armbruester
- Jan 15, 2018
- 4 min
The Prediction Game
In today’s globalised and hugely efficient financial world, where trillions of Dollars and Euros are deployed in nano seconds, you are...
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