Klement on Investing

Klement on Investing

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Poor regions suffer more from extreme weather
We know that extreme weather caused by climate change does harm poorer countries more than richer ones.
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Joachim Klement
Popes are good for business
If you are not catholic, you may wonder what popes are good for?
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Joachim Klement
6
Repost: Armed conflict investor survival guide
Given Israel’s attack on Iran today, I thought I repost the below survival guide on how to deal with such a situation as an investor.
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Joachim Klement
3
Removing crash risk from the carry trade
The carry trade borrows money from low interest rate currencies and invests in high interest rate currencies.
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Joachim Klement
Companies don’t wait for tariffs to come into effect
It feels like an eternity ago, but in March and April, Donald Trump made such a barrage of tariff announcements that the outlook for global trade…
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Joachim Klement
European defence supercycle means scrapping deficit fears
My latest opinion piece for Reuters has been published and this time, I take a look at the upcoming NATO summit and the difficult maths around…
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Joachim Klement
2
Longer, then faster
The One Big Beautiful Bill Act (OBBBA) is making its way through the Senate and – if the government can overcome the resistance from a growing number of…
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Joachim Klement
9
Migrate to survive
There is an immigration problem in many developed countries.
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Joachim Klement
12
Nerds have an advantage
Yesterday, I wrote about nerds having an advantage over traditional investors.
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Joachim Klement
9
Nerds are better investors
Finance is becoming ever more quantitative.
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Joachim Klement
4
When brain drain kills
I don’t want to wade too much into the Trump administration’s war against Harvard and other universities.
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Joachim Klement
6
Explaining overnight returns in the US
Older people among my readers will remember the time when there was – for a while – a discussion about how the US stock market had significantly higher…
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Joachim Klement
5
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