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Christian Armbruester
Apr 6, 2021
Archegos and the Blue Light Special
Why you should never risk thy whole wad. People seem to always confuse trading and investing. Ultimately, it comes down to the same thing...
Christian Armbruester
Mar 15, 2021
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...
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
Mar 1, 2021
Uncertainty
Why we can’t time tail risk. No one likes uncertainty. It interferes with our basic needs to plan and think ahead. Not knowing what is...
Christian Armbruester
Feb 22, 2021
Rules of Engagement
Why the trend is our friend, but we must still cut our losses. There are views, there is thematic investing and there are so called...
Christian Armbruester
Feb 15, 2021
They Took Our Jobs
Why machines have taken over investment management. There is long, there is short, things either go up or down and you really have to...
Christian Armbruester
Feb 8, 2021
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...
Christian Armbruester
Feb 1, 2021
The Big Short
How Reddit and Robinhood became like a swarm of locusts. The whole idea of speculating on prices falling seems wrong from the outset....
Christian Armbruester
Jan 18, 2021
Day Trader
Why I will never win Wimbledon. It seems we have all turned into avid armchair traders during our time in lockdown. Online trading...
Christian Armbruester
Dec 14, 2020
Lycra-Man
Why we must wear lycra when buying government bonds. I have written a lot of negative things about bonds recently. Going even so far as...
Christian Armbruester
Dec 7, 2020
Dumb Money
Why 2020 taught us that it is much better to be lucky than smart. It’s amazing how quickly fear turns to greed. In March, we saw the...
Christian Armbruester
Nov 23, 2020
Vixer
Why the measure of volatility on the S&P 500 is as important as ever. Any words that contain the letter “x” are quite rare and inherently...
Christian Armbruester
Nov 16, 2020
Tree Fiddy
What we can expect to earn from our holdings of stocks and bonds going forward. Much has been made of the classic investment strategy...
Christian Armbruester
Nov 9, 2020
Bitcoin, Revisited
Why we should all own a bit of cryptos. Not so long ago it could take up to a week to transfer money from one bank to another. It was...
Christian Armbruester
Oct 26, 2020
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...
Christian Armbruester
Oct 5, 2020
Everything is Active
Why there is no such thing as passive investing. The basic theory is great: we can get exposure to financial markets in a very...
Christian Armbruester
Sep 28, 2020
Risk, Revisited
Why shares in Tesla may be less risky than buying bonds or property. What investments carry more risk: shares in Tesla, a 30yr Treasury...
Christian Armbruester
Sep 21, 2020
Wheel of Fortune
Why trading is very different to investing. When we manage our wealth, we need to look beyond our current needs and to the next...
Christian Armbruester
Sep 14, 2020
(Asset) Class Wars
Why some people work in equities and others in fixed income. The first time I entered the building of one of the big investment banks in...
Christian Armbruester
Sep 1, 2020
The Dark Side
How risk-free trading was created and why it was too good to last. In the late eighties, we learned how to use computers to manage our...
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