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Making 18 cents on the dollar
Below is a chart that should be discussed much more in the media than it is.
16 hrs ago
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Joachim Klement
20
6
2
How to finance large government investments
Europe is rearming and spending trillions over the coming decade to do so.
Apr 15
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Joachim Klement
27
2
More risk, same return
Would you like to own an investment that has higher risk than listed equities but the same or even lower returns?
Apr 14
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Joachim Klement
38
11
5
The true cost of oil and gas
I often hear how we can’t afford to move to renewables because they are too expensive and need too many subsidies to be competitive.
Apr 13
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Joachim Klement
44
12
4
AI is only human
Generative AI models are trained on data generated by humans.
Apr 10
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Joachim Klement
33
2
FIFA World Cup predictions 2026
I am sitting in front of my computer this morning, wearing my 1954 retro German football shirt.
Apr 9
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Joachim Klement
37
13
A macro explanation of high US stock valuations
Last week, I wrote about a proposed method to improve the forecasting power of the cyclically adjusted P/E-ratio (CAPE).
Apr 9
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Joachim Klement
34
7
3
How do fund managers react to geopolitical shocks?
Not well, I would say, after reading an analysis of US mutual fund managers by Matteo Crosignani and his collaborators. The problem is not so much that…
Apr 8
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Joachim Klement
43
4
2
Memories of good investments…
Our past experiences influence our decisions and can reinforce existing market behaviour, like the momentum effect. They can also significantly…
Apr 7
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Joachim Klement
24
1
Improving CAPE, one stock at a time
The cyclically-adjusted PE-ratio (CAPE) remains one of the most popular and reliable indicator for future stock market performance.
Apr 2
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Joachim Klement
28
3
1
Does the AI business model have a fatal flaw?
I promise, unlike my last post this morning, this is not an April’s Fool.
Apr 1
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Joachim Klement
26
2
1
Labour to postpone general elections to 2031
Much has been said about the potential challenge to democratic norms should Reform win the next general election in the UK.
Apr 1
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Joachim Klement
26
10
2
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