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Klement on Investing

Joachim Klement

Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?

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Latest Issues

AI could help governments cut debt — but unevenly

My latest opinion piece for Reuters is out this morning. And while I am very concerned about the financial market bubble in AI, I am veery hopeful for the technology as such. And ironically, it could help us deal with our government ddebt i...

3 days ago
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The impact of acquisitions on stock returns

Sometimes, I come across an academic study that was supposed to investigate something else entirely, yet the message I take away is something different altogether. This happened to me when I read an NBER Working Paper on the link between ma...

3 days ago
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Who forecasts how?

One of the eternal debates in the investment world is whether professional forecasters and investors are better at forecasting market and stock returns than individual investors and corporate executives. As a professional investor who used...

4 days ago
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The impact of the US-China chip ban on third parties

Since 2020, US administrations of both parties have implemented bans on chip and semiconductor manufacturing equipment to China. Since then, US chip exports to China have declined by 22% to 36%. Did these measures have the desired effect of...

5 days ago
19
2

The heating hammer that killed Germany’s heating law

In the countries where I regularly read the press (UK, Germany, USA), most of the press is conservative-leaning or outright conservative, with liberal outlets reaching only a minority of the population. This means that left-of-centre govern...

6 days ago
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  • Joachim Klement

    Joachim Klement is an investment strategist based in London.

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