Klement on Investing
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Let’s be honest here for a minute. We know that sell-side analyst recommendations on average are not very helpful – an observation that is supported by…
Joachim Klement
18 hr
For most of my career, I was working in wealth management of some sort or another. One of the empirical findings that you come across there again and a…
Joachim Klement
Apr 8
The decision to consume your income or save it for future use is one of the most fundamental decisions in the world. Economic theory tells us that I = …
Joachim Klement
Apr 7
This article was originally published on the Enterprising Investor blog on 24 February 2020. I rewatched the Orson Welles docudrama F for Fake the othe…
Joachim Klement
Apr 6
Dear readers My American readers who are clearly much more informed about American history than I am noted that my death tolls for the wars have been v…
Joachim Klement
Apr 3
One of the things I was pondering is how stupid we are on a global and sometimes on a national level in facing this pandemic. There is a massive shorta…
Joachim Klement
Apr 2
Central banks in Europe are stuck in a corner. Their interest rates are at or below zero and now the economies in Germany and Italy are dropping into r…
Joachim Klement
Apr 1 1
I use to joke that I can tell which country an investor lives in and which industry she works in just by looking at her portfolio. It is a natural tend…
Joachim Klement
Mar 31
Note: A version of this article has been published at the CFA Institute Enterprising Investor Blog. Imagine an AI that was built to do one task: Manufa…
Joachim Klement
Mar 30
I am in the process of editing my second book that will hopefully be published in late 2020. Don’t worry, I am not going to ask you for money for this …
Joachim Klement
Mar 27
One of the things that I do instinctively every time I look at short-term movements is to check if the performance of markets is “consistent”. What I m…
Joachim Klement
Mar 26
As the countries of the world fight the Covid-19 pandemic, there are clear differences visible in how the general population reacts to the measures rec…
Joachim Klement
Mar 25
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