Klement on Investing

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The world’s most common forecasting mistake
Forecasting is hard (especially about the future, one might add), but it is made harder when people use inadequate forecasting techniques.
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Joachim Klement
3
We really are bad at forecasting markets
I am not breaking new ground when I say that most people are bad at forecasting financial markets.
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Joachim Klement
4
Harder than forecasting the economy
Forecasting the economy is hard enough already, but when it comes to economic developments, there is one variable that is even harder to forecast than…
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Joachim Klement
2
My 10 rules for forecasting
The nice thing about being an investor is that markets are driven by forces that change all the time.
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Joachim Klement
Don’t bother forecasting the next 12 months
The title of this post may lead some readers to conclude that in the current environment, there are so many uncertainties that it is impossible to…
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Joachim Klement
6
Forecasting the world after Covid-19
As we move past the peak of the Covid-19 pandemic, the focus of investors is shifting from the immediate economic damage to the way out of lockdown and…
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Joachim Klement
A reminder: My 10 rules of forecasting
It’s election day in the United States and I bet everyone is breathing a sigh of relief that it is finally over - or is it?
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Joachim Klement
More can be better
When it comes to forecasting stocks and other assets, I have long been a sceptic that more detailed information will improve forecasts.
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Joachim Klement
1
Build back better
Last week, I have written twice about the poor performance of forecasts in general and in recent years due to the extreme shocks from the pandemic…
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Joachim Klement
1
Why why why was this article written?
The latest edition of the Financial Analysts Journal (FAJ) has an article called “In Defence of Portfolio Optimization”. In it, the authors challenge…
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Joachim Klement
First you predict, then you take risks
Investors and corporate executives alike have to constantly do two things.
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Joachim Klement
Analysts: Is it better to have technical or social skills?
Being an equity analyst is an interesting job.
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Joachim Klement
1
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