Klement on Investing
Subscribe
Sign in
Home
Notes
Archive
About
Latest
Top
Discussions
Politics is broken, I mean, really
Here in the UK, we have had a week of assessments of Labour’s first year in office.
Jul 4
•
Joachim Klement
25
Share this post
Klement on Investing
Politics is broken, I mean, really
Copy link
Facebook
Email
Notes
More
4
US fiscal folly could create big, beautiful debt spiral
Just in time for the passing of the US budget, my new Reuters column is out.
Jul 4
•
Joachim Klement
12
Share this post
Klement on Investing
US fiscal folly could create big, beautiful debt spiral
Copy link
Facebook
Email
Notes
More
2
Is macroeconomics a mature science?
A couple of months ago, Olivier Blanchard assessed the current state of macroeconomics at the 40th annual NBER macro conference.
Jul 3
•
Joachim Klement
19
Share this post
Klement on Investing
Is macroeconomics a mature science?
Copy link
Facebook
Email
Notes
More
3
To hedge or not to hedge, and how to hedge
Some businesses face volatile inputs that they cannot control.
Jul 2
•
Joachim Klement
13
Share this post
Klement on Investing
To hedge or not to hedge, and how to hedge
Copy link
Facebook
Email
Notes
More
2
Kleptocracy Inc.
Anne Applebaum, who wrote with Autocracy Inc.
Jul 1
•
Joachim Klement
16
Share this post
Klement on Investing
Kleptocracy Inc.
Copy link
Facebook
Email
Notes
More
6
June 2025
I want it to matter, but it doesn’t
I have written a couple of times about biodiversity issues in ESG investing.
Jun 30
•
Joachim Klement
6
Share this post
Klement on Investing
I want it to matter, but it doesn’t
Copy link
Facebook
Email
Notes
More
5
How masculine is your portfolio?
<Irony=On>
Jun 27
•
Joachim Klement
16
Share this post
Klement on Investing
How masculine is your portfolio?
Copy link
Facebook
Email
Notes
More
5
It’s a good thing to have several suppliers
In 2022, many countries found out the hard way how dependent they were on supply chains from China.
Jun 26
•
Joachim Klement
11
Share this post
Klement on Investing
It’s a good thing to have several suppliers
Copy link
Facebook
Email
Notes
More
Investment heuristics cage match
I would venture a guess and say that almost all investors occasionally use simple heuristics to make investment decisions.
Jun 25
•
Joachim Klement
15
Share this post
Klement on Investing
Investment heuristics cage match
Copy link
Facebook
Email
Notes
More
3
When looking at private investments, the past is prologue
Private investments, be it equity or debt, have become the most loved corner of the capital markets.
Jun 24
•
Joachim Klement
13
Share this post
Klement on Investing
When looking at private investments, the past is prologue
Copy link
Facebook
Email
Notes
More
2
Equity investors seeking clarity should be careful what they wish for
My latest opinion piece for Reuters is out.
Jun 23
•
Joachim Klement
2
Share this post
Klement on Investing
Equity investors seeking clarity should be careful what they wish for
Copy link
Facebook
Email
Notes
More
Green investing with a vengeance
The election of Donald Trump to the White House has ended the US government’s efforts to mitigate climate change.
Jun 23
•
Joachim Klement
16
Share this post
Klement on Investing
Green investing with a vengeance
Copy link
Facebook
Email
Notes
More
4
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts