Klement on Investing

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Did the Fed engineer a soft landing?
It is the last Fed Day of the year, and this is going to be my last serious post of the year before tomorrow’s Christmas edition.
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Joachim Klement
3
Stars are treated differently
Equity analysts who make it into Institutional Investor’s (II) star ranking are far more influential than the average investor.
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Joachim Klement
2
Corporate culture starts at the top
Last Monday, I wrote about how important corporate culture can be, particularly during crises.
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Joachim Klement
2
I hate SUVs and pickup trucks
Here’s a fun quiz for you.
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Joachim Klement
11
European equities won’t provide safety if US bubble bursts
My latest commentary piece for Reuters has gone online.
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Joachim Klement
8
Factors come and go…
The investment industry is full of fads and trends that come, lead to disappointing results, and then disappear again.
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Joachim Klement
5
How big is the equity risk premium?
It is one of the most important questions in the investment world and one of that is permanently debated.
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Joachim Klement
1
Why retail traders underperform
A couple of months ago, I wrote a note about what people look at when they look at charts.
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Joachim Klement
10
Corporate culture is a real (though intangible) asset
Corporate culture is such a hard thing to grasp.
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Joachim Klement
3
Great, now the machines start to understand me
The advances in generative AI are amazing.
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Joachim Klement
5
Boy those retail traders are lucrative
Every professional trader and market maker loves retail traders.
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Joachim Klement
2
Past performance is indicative of future results
At least when it comes to fund flows.
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Joachim Klement
3
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