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....
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Christian Armbruester
- May 9, 2022
- 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....
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Christian Armbruester
- Mar 28, 2022
- 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...
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Christian Armbruester
- Jan 17, 2022
- 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...
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Christian Armbruester
- Jan 10, 2022
- 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....
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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,...
128 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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
63 views0 comments
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