Klement on Investing
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Value investors are naturally inclined to be sceptical of new trends and promises of future growth. They rather invest in stocks that have a real…
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A couple of weeks ago I discussed a couple of experiments by Nicholas Epley on the positive impact compliments have on people. But Epley’s research…
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The US equity market is expensive, there is hardly any disagreement about it. But how expensive is it, really? Advocates for US equities tend to argue…
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We live in a time of very high inflation in industrialised markets and the fear of runaway inflation and stagflation is rising. So, investors are asking…
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A while ago I wrote about the sensational paper by Jeremy Rudd who thoroughly criticized the common belief in the importance of inflation expectations…
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Just before the launch of COP26 last November, China submitted its update National Determined Contributions to reducing greenhouse gas emissions. It was…
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If you work in the financial industry, you are used to working long hours. Particularly in investment banking, working long hours seems a badge of…
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It’s been a great year 2021 for investors. Stock markets in the United States, the UK, and Europe were up more than 20% in 2021, private equity was up…
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Investors are freaking out about inflation. The strong surge in oil and gas prices has created a large increase in energy inflation which has driven…
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If you believe management guru Michael Porter there are only three ways to be successful as a business: be cheaper, be better or be different. In the…
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As a son of immigrants and someone who has been living outside his home country far longer than in it, there is one famous line from the musical…
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One of the most common shortcomings of managers in the eyes of their subordinates is that they don’t pay enough compliments for a job well done. I know…
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