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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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Substack
PricingOnly free issuesPublishesDaily
Issues1364SubscribersRead klementoninvesting.substack.com

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#104
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

I think this app has unintended consequences

A friend recently pointed out the CityApp to me. With the help of this online app, one can assess how the climate will change in the next 60 years for a large number of cities in the world. The app will then estimate which city has the most...

15 days ago
9
2

The IRR of going to university

Going to university has become a bit of a contentious issue in recent years, especially in countries like the US or the UK where students are graduating with large debt burdens and face uncertain job prospects depending on the subject they ...

18 days ago
23
4

Fiscal stability and geopolitical risk

Geopolitics is – unfortunately – an increasingly important driver of financial markets and government finances. The Russian invasion of Ukraine and the War in Gaza are just two hot spots that have increased the need for governments to spend...

19 days ago
2
2

Sometimes, you have to wonder if they know what they are doing

It is Fed Day (again) and if markets are to be believed, today will be the day when the Fed will cut interest rates for the first time in this cycle.

20 days ago
12
3

Authors

The writers behind this newsletter.

  • Joachim Klement

    Joachim Klement is an investment strategist based in London.

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