Klement on Investing
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Competition is good for net zero
We live in a world where countries are introducing tariffs to protect their home markets from competition.
13 hrs ago
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Joachim Klement
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Why power makes leaders see threats everywhere
My latest piece for Reuters is up.
Jan 23
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Joachim Klement
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Learning from the mafia
A couple of years ago, I wrote a post on how mafia-connected companies have the best accountants.
Jan 23
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Joachim Klement
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When Europe sneezes, Asia catches a cold
Investors around the globe pay attention to the US because what happens to the US economy, the dollar and US Treasuries matters for stocks and bonds in…
Jan 22
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Joachim Klement
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What can Europe do?
Donald Trump really, really wants Greenland to become American, no matter what Greenlanders, Danes, or anyone else thinks.
Jan 21
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Joachim Klement
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If people talk about a bubble, it’s unlikely to crash soon
We have had our fair share of bubble talk in the AI space over the last six months.
Jan 20
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Joachim Klement
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Good regulation vs bad regulation
One of the common complaints about ESG investing is that it simply adds another layer of regulation and bureaucracy to the investment process.
Jan 19
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Joachim Klement
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90th minute and the home team is 1-0 up…
Imagine you are watching your team in a crucial home match.
Jan 16
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Joachim Klement
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US tariffs and the demand for stablecoins
Donald Trump has introduced so many changes to global trade and capital markets that I called my outlook for 2026 ‘The find out’ phase of FAFO (Google…
Jan 15
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Joachim Klement
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Russia after the war
As I write these lines, there is no ceasefire in the war between Russia and Ukraine.
Jan 14
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Joachim Klement
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Which profits matter most?
Accountants and financial analysts are in an arms race.
Jan 13
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Joachim Klement
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Europe's unloved auto sector may surprise investors in 2026
My latest Reuters column is out, and it focuses on the much-hated European automotive sector.
Jan 12
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Joachim Klement
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