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 | 1742 | Subscribers | Read | klementoninvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
High hopes
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Over the last three weeks, I have provided you with my reading of the academic literature on how power transforms people, why governments with limited checks on their power become corrupt so often, and some recent research that shows that m...
Why pessimists make more money
No, I am not talking about making money as investors. There, the track record of chronically bearish investors is abysmal. But investment gurus who sell bearish newsletters make more money selling their newsletters and books than people who...
The long-term effects of Europe’s CBAM
I have written before about the likely impact of the EU’s Carbon Border Adjustment Mechanism (CBAM) on foreign nations. I have argued that the CBAM looks like a well-designed regulation that incentivises EU importers to look for cleaner alt...
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Authors
The writers behind this newsletter.
Joachim Klement is an investment strategist based in London.
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