Runaway Train
Why every good party must come to an end. It makes no sense. If prices are going up because of some exogenous sequence of events, then...
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Christian Armbruester
Mar 28, 2022
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...
Christian Armbruester
Jun 28, 2021
Printing
Why nobody knows where it goes when it comes to quantitative easing. The study of economics basically comes down to supply and demand....
Christian Armbruester
Apr 12, 2021
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...
Christian Armbruester
Mar 29, 2021
Economics 101
Why simple economics makes everything so easy to understand. Economics is defined as the social science that studies how people interact...
Christian Armbruester
Mar 8, 2021
Inflation and The Lithuanian Lion
Why good things come to those that wait. When looking at long dated government bonds, I am reminded of that most infamous soundbite from...
Christian Armbruester
Oct 12, 2020
The Last Mushroom
Why the credit markets are akin to an over grilled vegetable. We were able to go out for dinner with the whole family the other week. The...
Christian Armbruester
Aug 3, 2020
Free Money
Why central banks are doing what they must, and we should all be happy. The Federal Reserve gets a lot of criticism from seemingly...
Christian Armbruester
Jun 29, 2020
Cash, Capital and Collateral
Why we must borrow when the giving is this good. It seems like a lifetime ago when we could put our money into the bank and earn 5%....
Christian Armbruester
Jun 15, 2020
The Govvies Conundrum
Why it is time to move on from buying government bonds. The yield on long term government debt in the US (and many other countries) used...
Christian Armbruester
Feb 17, 2020
Elephants, Germany and Money for Nothing
Why negative interest rates may be as bad as they seem. It’s the biggest elephant in the room ever, and it seems everyone has just...
Christian Armbruester
Sep 9, 2019
Dumb and Dumber
More than $14 trillion of government bonds now have negative yields. That’s equivalent to one quarter of the entire global investment...
Christian Armbruester
Oct 15, 2018
When Pigs Fly
We had a bit of wobble in the US stock market last week and it is worthwhile putting that into perspective. First of all, this has been...
Christian Armbruester
Jul 2, 2018
Growth in US (and World) Consumer Credit
Thank you to Mr P for suggesting this week’s topic as we explore what is happening in consumer credit. To our avid readers, please do...
Christian Armbruester
Feb 19, 2018
The Bond Liquidity Fallacy
The yield curve is a most amazing construct. It beautifully illustrates where risk is priced when it comes to credit. The longer you tie...
Christian Armbruester
Jan 16, 2018
What Private Lending Can Do for Your Portfolio
The hunt for yield amid stubbornly low interest rates is arguably the most pressing problem facing High Net Worth Individuals today....
Christian Armbruester
Nov 27, 2017
The Illiquidity Conundrum
In a world of low interest rates, the temptation is high to lock up your money for an extended period of time and get rewarded for giving...
Christian Armbruester
Sep 14, 2017
Interest Rates Remain Near Zero – A Significant Problem for the Wealthy
It has been nine years since the financial crisis and interest rates in the developed world continue to be at record lows. For the...
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