Klement on Investing
Joachim KlementThoughts on financial markets by a grumpy, middle-aged German. What more do you want?
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1256 | Subscribers | Read | klementoninvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
European companies are finally buying back their shares
My latest article on Marketwatch is available: https://www.marketwatch.com/story/european-companies-are-finally-buying-back-their-stock-opening-up-opportunities-4526e91d
The geopolitics of the energy transition: Are fossil fuels more secure?
I have written earlier in the year about the challenge the energy transition faces in terms of geopolitical dependency. Many of the metals we need to build windmills, energy storage facilities, EVs, etc. are coming from a handful of countri...
What a difference a tree makes
Trees are wonderful. They are beautiful to look at, good for your mental health and help cool down their immediate neighbourhood. Even if you are a city slicker like me, the value of trees is evident to everyone. And if you didn’t appreciat...
What the Germans think about their debt brake
Germany is one of the countries that has introduced a debt brake into its constitution. Basically, it says that the German government must balance its budget in the medium term and can only run excess deficits in times of emergency. Ironica...
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Authors
The writers behind this newsletter.
Joachim Klement is an investment strategist based in London.
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