top of page
Click here to receive notifications of when a new blog post goes live
BLU ARTICLES
BLU INSIGHTS
Search
Christian Armbruester
Aug 24, 2020
The Morbid View
Why the Coronavirus may be immensely conducive to higher equity prices. Remember the great financial crisis of 2008? Global equities were...
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
Jul 20, 2020
Gold, Revisited
How much Gold should an investor hold in a diversified portfolio? We have written a lot about Gold over the years. Like everyone else,...
Christian Armbruester
Jul 13, 2020
Iceberg Ahead
Is it really better to be lucky than smart when it comes to choosing our investment managers? If you were driving in your car on the...
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
Jun 1, 2020
The Buds of May
Should we reduce our exposure to equities at this time? They say that for the month of May, we should sell and go away. Statistics have...
Christian Armbruester
May 11, 2020
Looking Glass
Why focus is the only thing that matters when it comes to managing our money. There are a lot of things to look at when it comes to...
Christian Armbruester
May 4, 2020
The Next Amazon
Why we must all dare to win, in times of adverse market conditions. Warren Buffett lost $50 billion in the latest stock market rout....
Christian Armbruester
Apr 27, 2020
Night of The Fox
Why tempting fate too many times is a dangerous game to play. It had become somewhat of a routine. Every night around 2am, we would be...
Christian Armbruester
Apr 20, 2020
Two Sides to Every Coin
Why is there such a large disconnect between stock market performance and the real economy? As we watch the global economy unravelling...
Christian Armbruester
Apr 6, 2020
It's All in a Name
Why you should never judge a book by its cover. For years we have argued that the income we receive from dividends comes with substantial...
Christian Armbruester
Mar 30, 2020
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...
Christian Armbruester
Mar 23, 2020
This is The End
Why it is still better to be lucky than smart. As you purvey the current carnage in the financial markets, it’s difficult not to get...
Christian Armbruester
Mar 16, 2020
Boys and Men
Why crashes are a wonderful way to discern good investment strategies from bad managers. Separating the proverbial “men from the boys” is...
Christian Armbruester
Mar 2, 2020
The Coronavirus Revisited
What to do when the markets are crashing. A few weeks ago, we looked at the concept of tail risk, as exemplified by the outbreak of the...
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
Feb 13, 2020
Investment Risk Guide - Part 6: Gamma
The thing about gamma, is that it is very different to all the other categories of risk. Here, we want to take high risk, we want to...
Christian Armbruester
Feb 10, 2020
Everything Comes in Waves
How to manage the risk of everything going wrong. There it was again, the very tangible risk of something very bad happening. The...
Christian Armbruester
Feb 3, 2020
Liquidity - Revisited
Why everything you thought about liquidity may be completely wrong. People are obsessed with liquidity. It is the reason why UCITS funds...
bottom of page