
Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?
| Platform | Pricing | Only free issues | Publishes | Daily | |
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| Issues | 1898 | Founded | 7 years ago | Last Issue | 3 days ago |
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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...
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...
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...
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...
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The writers behind this newsletter.
Joachim Klement is an investment strategist based in London.
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