Birds
Why travelling can teach you a lot about the markets. We were halfway to London when the captain gave an update from the flightdeck....
Christian Armbruester
- May 9
- 2 min
America First
Why the trend is still your friend. US equities have been outperforming the European markets for the better part of four decades....
75 views0 comments
Christian Armbruester
- Mar 28
- 2 min
Run
Why markets may not break but the song remains the same. The last two years essentially never happened. That’s what most European equity...
62 views0 comments
Christian Armbruester
- Jan 17
- 2 min
Real Things
Why trading commodities could be the best thing you ever do. There is another world out there and it has been around a lot longer than...
44 views0 comments
Christian Armbruester
- Jan 10
- 2 min
Debt
Why the going is good, until it isn’t. Benjamin Franklin once said that it is better to go to bed without dinner than to rise in debt....
65 views0 comments
Christian Armbruester
- Nov 22, 2021
- 2 min
Chewbacca Defence
How to invest in a world that has gone parabolic. Apples don’t rise from the ground to reattach themselves to the tree, pigs can’t fly,...
123 views0 comments
Christian Armbruester
- Oct 18, 2021
- 2 min
The Next Amazon, Revisited
Why thematic ETFs are the best thing since Venture Capital. We would all like to invest a little, to make very much. Think buying shares...
86 views0 comments
Christian Armbruester
- Oct 11, 2021
- 2 min
Long and Short
Why trading can lead to baldness. The concept of betting on prices falling is not really that complicated to understand, so long as you...
54 views0 comments
Christian Armbruester
- Sep 13, 2021
- 2 min
Something Else
Why alternatives to equites and bonds are hard to find. Nothing beats the S&P 500 at a time when central banks have pumped trillions and...
80 views0 comments
Christian Armbruester
- Jul 26, 2021
- 2 min
Crash
Why it is not a question of if, but when, and what we are going to do about it. If something has gone up a lot, there is the possibility...
142 views0 comments
Christian Armbruester
- Jul 12, 2021
- 2 min
Emerging Markets, Revisited
Why we could all do well to capture exponential growth. It is funny how we have come to define “emerging markets” when it comes to...
90 views0 comments
Christian Armbruester
- Jul 5, 2021
- 3 min
NAV Hell
Why calculating the performance of our investments is as much art as it is science. Not surprisingly, buying a fund to manage our...
77 views0 comments
Christian Armbruester
- Jun 28, 2021
- 2 min
Printing
Why nobody knows where it goes when it comes to quantitative easing. The study of economics basically comes down to supply and demand....
85 views0 comments
Christian Armbruester
- Jun 21, 2021
- 2 min
Inflation
Why there is a fine line between genius and insanity when it comes to rising prices. Few of us will remember what it was like when you...
88 views0 comments
Christian Armbruester
- Jun 7, 2021
- 2 min
Megatrends
Why the trend is not always your friend. If there is one thing that came out of COVID-19, it is that we got used to huge price swings in...
67 views0 comments
Christian Armbruester
- May 24, 2021
- 2 min
ESG and LFC
Why it is all about the football in the end. Clearly, we need to do everything possible to prevent the destruction of our environment. By...
80 views0 comments
Christian Armbruester
- May 10, 2021
- 2 min
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...
52 views0 comments
Christian Armbruester
- May 4, 2021
- 2 min
Stop Loss
Why there can be only one number to rule them all. There comes a point in every relationship when things are not so nice. Couples argue,...
53 views0 comments
Christian Armbruester
- Apr 26, 2021
- 2 min
I, Quant
Why we should all wish we were quants. The thing about advanced mathematics is that it can get very complicated. Once you add computer...
89 views0 comments
Christian Armbruester
- Apr 12, 2021
- 2 min
Lessons in Love
What are the big takeaways from a very strange year in the markets? It has been more than a year now that COVID-19 has taken over the...
60 views0 comments