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 | 1403 | Subscribers | Read | klementoninvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
US debt is risky: A rant about evidence-based investing
A couple of months ago, Hanno Lustig presented his latest research paper at the Jackson Hole conference of central bankers. The paper got quite some media traction and was written about as a revelation by the Economist, Reuters, and others....
Hedging hedge funds have higher (h)returns
Sorry, I couldn’t quite make that alliteration work all the way through my headline. Hedge funds are famously misnamed investment vehicles because they don’t hedge other assets like stocks in an investor portfolio. However, hedge fund manag...
The new divestment trend
For some time now, there has been a backlash against ESG investing. This backlash is arguably much more pronounced in the US where the topic has become politicised than in Europe. Plus there are cultural differences that can explain attitud...
Smart people cooperate
What happens when you ask two people to play the famous prisoner’s dilemma game? In theory, if people are smart and rational, both participants would keep their mouths shut and walk away free.
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Authors
The writers behind this newsletter.
Joachim Klement is an investment strategist based in London.
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