Klement on Investing

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The distribution of stock market returns
 • Joachim Klement
FIFA World Cup predictions
 • Joachim Klement
11
If you really have to do that…
 • Joachim Klement
2
The most important equation or why Bitcoin has to average 30% return a year to break even with the S&P 500
 • Joachim Klement
14
Reshoring leads to more global trade
One of the hotly predicted trends of the coming years is the rise in reshoring as a reaction to the supply chain disruptions of recent years. A big part…
 • 
Joachim Klement
6
The dollar is strong…
…and in my view will likely remain strong for the rest of the year thanks to the Fed’s inability to cut rates (while other central banks can and will…
 • 
Joachim Klement
1
Do ESG fund managers have ESG skill?
We know that active fund managers can only beat a benchmark if they have skill in selecting stocks and/or timing the market. But we also know that skill…
 • 
Joachim Klement
London’s skyline is weird
London, like most major cities, has lots of skyscrapers. But unlike other cities, the skyscrapers have weird shapes and there is no compact, homogenous…
 • 
Joachim Klement
7
Keeping up or hanging out with the Joneses
It is time to talk about the Joneses and why we bother trying to impress with them. I am of course talking about the effect known as “keeping up with…
 • 
Joachim Klement
6
Wading into a political minefield
I am going to do something very dangerous today. I am going to touch on one of the most controversial topics in current politics. I am going to write…
 • 
Joachim Klement
13
Financial statements we should pay more attention to
Every professional investor knows that they must read the financial statements of a company to get a deep understanding of a company, its operations and…
 • 
Joachim Klement
What happens when you divest from BP and Shell?
We all know that if someone divests from a company, all they do is sell the shares to another investor who may care less about the environmental or…
 • 
Joachim Klement
4
Armed conflict investor survival guide
If you read this, another geopolitical event has triggered fears in financial markets. In this note, I provide a simple checklist to help investors make…
 • 
Joachim Klement
8
Klement on Investing
Klement on Investing
Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?
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