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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…
7 hrs ago
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Joachim Klement
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London’s skyline is weird
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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…
Apr 18
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Joachim Klement
14
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Keeping up or hanging out with the Joneses
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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…
Apr 17
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Joachim Klement
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Wading into a political minefield
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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…
Apr 16
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Joachim Klement
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Financial statements we should pay more attention to
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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…
Apr 15
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Joachim Klement
13
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What happens when you divest from BP and Shell?
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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…
Apr 14
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Joachim Klement
22
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Armed conflict investor survival guide
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The French and their wives
Warning: Irony. The French are fantastic people. They eat some of the best food in the world, have great wine, and hardly go to work but have no problem…
Apr 12
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Joachim Klement
11
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The French and their wives
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When tax cuts lead to higher tax rates
Tax cuts are universally popular – at least with those who benefit from them. Unfortunately, modern day tax codes are so complicated that what is…
Apr 11
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Joachim Klement
16
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When tax cuts lead to higher tax rates
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When worrying about inflation becomes your identity
One of the more annoying type of people you have to deal with in wealth management (at least in my view) are the people who constantly worry about…
Apr 10
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Joachim Klement
12
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When worrying about inflation becomes your identity
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The (declining) benefits of macro hedge funds
Many hedge funds sell their approach as good diversification to traditional stock/bond portfolios. But if you look at the diversification benefits of…
Apr 9
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Joachim Klement
15
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The (declining) benefits of macro hedge funds
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European companies are finally buying back their shares
My latest article on Marketwatch is available…
Apr 8
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Joachim Klement
6
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European companies are finally buying back their shares
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The geopolitics of the energy transition: Are fossil fuels more secure?
I have written earlier in the year about the challenge the energy transition faces in terms of geopolitical dependency. Many of the metals we need to…
Apr 8
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Joachim Klement
15
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The geopolitics of the energy transition: Are fossil fuels more secure?
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