Klement on Investing
Subscribe
About
Archive
Help
Sign in
Archive
Top
Discussion
About
Taxes and happiness
It is early April and here in the UK, a new tax year has begun. And that means that soon, we will all be thinking about filling out our tax returns, th…
Joachim Klement
Apr 9
5
Comment
1
Share
Share
Discrimination on an earnings call
Spare a thought for hedge fund analysts. They constantly get bad press and when they lose money big time as in the brief moment of a GameStop short squ…
Joachim Klement
Apr 8
Comment
Share
Share
What you think is fair, depends on how much money you make
Everybody is talking about inequality and how unfair it is that some people make millions while others struggle to make ends meet. I am of the firm bel…
Joachim Klement
Apr 7
3
Comment
4
Share
Share
Why investing is so much fun, part 2
I have written in the past that I think one of the characteristics of economies and markets that make investing fun is that no law holds forever. As th…
Joachim Klement
Apr 6
1
Comment
Share
Share
Bundesliga to abolish VAR in favour of ghost games
If you are a fan of football (or “soccer” as it is called in underdeveloped nations that know nothing of sports) you know that the introduction of the …
Joachim Klement
Apr 1
4
Comment
1
Share
Share
No, retail traders aren’t the smart money
Ever since the GameStop short squeeze, I hear how retail traders have become the new force to reckon with in stock markets. The argument goes something…
Joachim Klement
Mar 31
1
Comment
Share
Share
The right kind of growth
Companies are rewarded for growth with higher share prices. However, this creates an incentive for managers to “fake” growth by loading up on additiona…
Joachim Klement
Mar 30
3
Comment
Share
Share
ESG risks can cost a CEO’s job
ESG as a topic is clearly getting more attention both in the general public as well as amongst investors. And with that increased attention come increa…
Joachim Klement
Mar 29
Comment
Share
Share
The investment success of night owls
This Sunday, we in the UK turn our clocks one hour ahead once more as we spring forward to summer time. For me, this is a highly unwelcome event becaus…
Joachim Klement
Mar 26
1
Comment
Share
Share
I stand corrected
Two weeks ago, I wrote a post on research that showed that cash flows into index funds distort the relative momentum between stocks that are included i…
Joachim Klement
Mar 25
2
Comment
1
Share
Share
Why central banks should be “behind the curve”
Central banks in the United States, the UK, and Europe are increasingly shifting their monetary policy guidance to an explicit stance to let inflation …
Joachim Klement
Mar 24
2
Comment
Share
Share
Robinhood traders are patsies
In his 1988 letter to shareholders, Warren Buffett helped popularise a saying that was known before he used it in his letter: “As they say in poker, ‘I…
Joachim Klement
Mar 23
6
Comment
Share
Share
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts