Sitemap - 2019 - Klement on Investing
If you work so hard, why is your performance so bad?
The Virtuous Investor: Rule 18
The two pathways to creative success in business and investments
The Virtuous Investor: Rule 17
People have a hard time understanding inflation
The best central banker of all time?
Father Christmas is a rubbish entrepreneur
How is that trade war coming along, Donald?
The Virtuous Investor: Rule 16
I have written a book. Please buy it. Pretty please?
How to incentivise the transition to electric vehicles
Do you want your employees to work more?
The Virtuous Investor: Rule 15
A macro forecast of stock and bond returns
Likely plus likely equals very likely?
The Virtuous Investor: Rule 14
Some powerful images of European politics
The Virtuous Investor: Rule 13
Forget about calendar anomalies
The Virtuous Investor: Rule 12
Do green bonds offer higher yields than traditional bonds?
When in doubt, blame the immigrants
The Virtuous Investor: Rule 11
Forward guidance does not influence inflation expectations: discuss
Navigating the ESG Rating chaos
The Virtuous Investor: Rule 10
This is not how yield curve inversions work
We only have a limited amount of morality
The sad state of public pension plans in the US
The Renminbi is getting more important, but…
The impotence of the counterfactual
People aren’t happy about climate action
Looks matter – at least for CFOs
Is this the reason why US profit margins remain so high?
The geopolitics of renewable energy
Don’t go to Romania if you are a hypochondriac
Can central banks still target inflation?
Are we heading for war in the Middle East?
The impact of carbon taxes on stock prices
Draghi pushes the string harder
Banking in a negative rate environment
Why I don’t write about smart beta
Fund managers in the South East of the US are facing a hard time
Sidewalk rage or how to plan a terror attack in London
Whose hair gets cut in a sovereign default?
Global house prices and the temptation of populist policies
Is the economic impact of climate change really that small?
The zombie idea that means you are paid too little and your boss is a jerk
Status Anxiety or: how our neighbours make us worse investors
When will value stocks perform again?
The simplest way to reduce your carbon footprint
The obstacles to scientific progress or: The Dead Parrot Sketch
Another reason why interest rates have to stay low for a decade
Machine learning is getting better, but has much to learn
An explosive business idea: bomb-backed securities
Are these two stocks good value or value traps?
Bringing a knife to a gunfight
I kissed a croc and I liked it
Weather forecast: Stormy with a chance of elections
Echoes of the Gilded Age. Part 2: Politics
Echoes of the Gilded Age. Part 1: Economics and investments
The future of robo-advisors, part 2
Conservative intellectuals are catching up to Trump
Loss aversion and insurance claims
A flashback to the days when I studied for the CFA exams
The Butterfly Effect: In praise of suboptimal portfolios
Could interest rate cuts lead to lower growth?
I work, you work, but WeWork won’t work
The carbon footprint of drinking
Welcome Boris! Now you have to deliver
The people get the leaders they deserve
An exercise in first-level thinking
The Russian banking supervisor is remarkably active
Green bonds are going mainstream
The competitive advantage of reading
Investor memory and the momentum effect
If you watch Netflix, you can’t complain about the rise of populism
Robo-advisors will grow - if they can survive long enough
What drives long-term bond yields?
Saturday, school holiday, and the sun is shining
The new EU leadership: Implications for the Euro and Brexit
Finance professionals are just like you and me
Neuromarketing is getting better
The threat from BBB-rated bonds is overrated
The difference between contrarianism and stubbornness
Forget curling, here is a much more exciting sport
Why why why was this article written?
Huawei reacts to the US sanctions
The most hopeful chart of the year
The surprising importance of Swedish twins
What goes around, comes around
Leverage and the disposition effect
Past tail risk is not a good indicator of future tail risk
Those Millenials really have a tough time
We think we are poorer than we really are
I think there is a future for nuclear power
Market sentiment is shifting and that may favour gold
Putting the IPO boom into perspective
Is this what a junk rally looks like?
Beyond the tipping point in debt
"Idiocy of the masses" or "masses of idiots"?
Sustainability and the behaviour gap
Who cares about ESG investing? Almost everybody
Bond investors are not pricing ESG risks
What to do if you are angry about someone
Value investors have to suffer - a lot
Don't believe the talk about the end of the slowdown
Preparation is (almost) everything
Jeremy Grantham was right (again)
US company profits remain in tax havens
Risk and uncertainty in the investment management business
The Swiss are prepared for everything
AI and automation provide few productivity gains: discuss
An explanation of cov-lite loans
I don't like meetings and I like the confirmation bias
The rise of Chinese off-balance sheet debt
Yield curve inversions as a timing tool?
Americans increasingly alarmed about climate change
Are we spending enough on R&D?
The growing influence of "investotainment"
Dodging a bullet on the pandemic front...
The colour purple...is not one you should use in a painting
Would you invest in these bonds?
The carbon intensity of asset managers and ESG indices
Gallipoli and the "English disease"
China tightens the belt on Belt and Road
The difference between a good investor and a great investor
Patience and retirement savings
The coming investment mega trend: climate change adaptation
Overoptimism in renewable energy forecasts?
Overoptimism and the earnings recession
How to de-bias your media consumption
Olivier Blanchard asks an important question
Advisers eat their own cooking - unfortunately
MMT is likely to become more popular, so here is a brief introduction
Open letter to the British public
An investment of passion for small budgets
Dispersion and the ability of fund managers to outperform
Diversification is not about low correlation but high dispersion
The fading influence of the US Dollar in one chart
The link between Germany and China
Isaac Asimov's Predictions for 2019
After Brexit ... the chaos will continue
It's been one year since Bitcoin peaked
Inferring recession probabilities from the yield curve