Klement on Investing

Home
Notes
Archive
About
Americans are bad at sports
Polite Notice (or rather, ‘Warning’ if you want me to use the American terminology): Friday posts are not serious.
 • 
Joachim Klement
8
Debt debilitates
We all know that most people do not like to hold debt.
 • 
Joachim Klement
1
A simple, yet powerful way to use ChatGPT to analyse earnings calls
I have recently written a post about how analysts can use chatGPT and other large language models to summarise earnings calls and crystallise the…
 • 
Joachim Klement
4
Businesses don’t care about their employees. Discuss
If I had a dollar for every time I heard a company executive say their employees are their biggest assets, I’d be a millionaire.
 • 
Joachim Klement
8
Have we gone too far (offshore)?
For decades, the trend in offshore wind farms was to build larger towers with larger blades at increasing distance from the shore. This tends to make…
 • 
Joachim Klement
5
Going to bed with the mafia
Longtime readers will know that I have a weak spot for economic analysis of the mafia. In particular in Italy, there is now a sophisticated database of…
 • 
Joachim Klement
4
You cannot cut your way to profitability
A former colleague of mine who covered bank stocks likes to say that banks cannot cut their way to profitability. In my view this applies not just to…
 • 
Joachim Klement
1
Germans are bad at investing
I mean really bad. So bad indeed that one has to wonder what is going on there. And I know what that says about me as a German working in the investment…
 • 
Joachim Klement
14
The cost of war
We, unfortunately, live in a time where wars and their cost to society have become a more urgent and salient topic again. And while we all wish no new…
 • 
Joachim Klement
5
Persistent, but not permanent
While there is universal consensus that we experience climate change there is much more uncertainty about how much this will impact economic growth and…
 • 
Joachim Klement
4
I would never help make social media a worse place than it already is
Social media is horrible. Twitter (no, I refuse to call it X) claims to be the town square of the internet, but unfortunately, it is the town square…
 • 
Joachim Klement
6
The costs of a proper trade war with China
Putting tariffs on goods traded between China and the US/Europe has become fashionable across the political spectrum. Western political leaders from…
 • 
Joachim Klement
2
© 2024 Joachim Klement
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture