Klement on Investing
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
What if growth isn’t exponential, but linear?
I have said before that I think we are on the cusp of a macro revolution where more and more of the beliefs that we have held for decades are not only…
Joachim Klement
17 hr ago
10
Share this post
What if growth isn’t exponential, but linear?
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
You can’t reverse the ESG trend anymore
There is more and more regulation coming to banks and nonfinancial companies on all matters ESG. Just like many others, I think much of that regulation…
Joachim Klement
Aug 8
8
Share this post
You can’t reverse the ESG trend anymore
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
Corporations are ants, not people
One of the most debated legal fictions is the notion that corporations are treated as people. At least when it comes to contract law and similar areas…
Joachim Klement
Aug 5
11
3
Share this post
Corporations are ants, not people
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
Twitter moves commodities
It’s no secret that Twitter can be used to measure investor sentiment towards specific stocks and that stocks with high sentiment outperform stocks with…
Joachim Klement
Aug 4
9
1
Share this post
Twitter moves commodities
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
The Hitchhiker’s Guide to Investment Research, Part 5: The Two Razors
Everyone who read the Hitchhiker’s Guide to the Galaxy knows there are five parts in this trilogy of four. So, naturally, my Hitchhiker’s Guide to…
Joachim Klement
Aug 3
12
1
Share this post
The Hitchhiker’s Guide to Investment Research, Part 5: The Two Razors
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
Hitchhiker’s Guide to Investment Research, Part 4: Trust but falsify
Last week, I wrote a trilogy of posts on how to approach investment research. I called it the Hitchhiker’s Guide to Investment Research and staying true…
Joachim Klement
Aug 2
11
8
Share this post
Hitchhiker’s Guide to Investment Research, Part 4: Trust but falsify
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
Do gender quotas make sense?
In the UK, the regulator has announced a mandatory gender quota for companies listed on the main market of the London Stock Exchange. Starting next…
Joachim Klement
Aug 1
9
1
Share this post
Do gender quotas make sense?
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
Status anxiety
Our attitudes towards risk depend heavily on external factors, such as gender, age, and personal experiences. But according to Dietmar Fehr and Yannick…
Joachim Klement
Jul 29
12
3
Share this post
Status anxiety
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
The Hitchhiker’s Guide to Investment Research, Part 3: Time is Money
So far in this trilogy, I have addressed the need to focus on what really matters for investment success instead of what some theory says should matter…
Joachim Klement
Jul 28
16
Share this post
The Hitchhiker’s Guide to Investment Research, Part 3: Time is Money
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
Hitchhiker’s Guide to Investment Research, Part 2: Theory vs Practice
Yesterday, I started my trilogy on investment research by pointing out that a good researcher should focus on what matters. I stressed that this means a…
Joachim Klement
Jul 27
21
1
Share this post
Hitchhiker’s Guide to Investment Research, Part 2: Theory vs Practice
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
The Hitchhiker’s Guide to Investment Research, Part 1: Busy Fools
It is summer and I thought, before many of us go on our summer vacation, I’d post a series of philosophical thoughts. I have been doing investment and…
Joachim Klement
Jul 26
28
Share this post
The Hitchhiker’s Guide to Investment Research, Part 1: Busy Fools
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
The seasonality of sustainable fund flows
It is high summer and while we enjoy our long days here in the Northern hemisphere, the days are definitely getting shorter, which is good news for…
Joachim Klement
Jul 25
11
Share this post
The seasonality of sustainable fund flows
klementoninvesting.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts