Sometimes, you have to wonder if they know what they are doing
Klement on Investing
by Joachim Klement
1d ago
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 ..read more
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It’s getting wet out there
Klement on Investing
by Joachim Klement
4d ago
Climate change is changing our weather ..read more
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Flipping a coin is… not like flipping a coin
Klement on Investing
by Joachim Klement
1w ago
Flipping a coin is supposed to be the closest thing to a 50/50 chance we have ..read more
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When brokers go under, every investor loses
Klement on Investing
by Joachim Klement
1w ago
All over Europe, the introduction of MiFID II rules had significant unintended consequences ..read more
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What we see when we look at price charts
Klement on Investing
by Joachim Klement
1w ago
Every investor looks at price charts for stocks, bonds, indices, etc ..read more
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What happens if you measure hedge fund returns properly?
Klement on Investing
by Joachim Klement
1w ago
One of the eternal problems with measuring the return and risk of private investments is that the lack of liquidity artificially smooths return over time ..read more
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Extreme heat and inflation
Klement on Investing
by Joachim Klement
1w ago
As the climate changes, we are likely to experience more and more days with extreme temperatures ..read more
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Making HK$138,000 in a museum gift shop
Klement on Investing
by Joachim Klement
2w ago
When visiting the museum of the Hong Kong Monetary Authority, electrical engineer Chung To Kong came across a souvenir paperweight that was filled with shredded banknotes ..read more
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Who sells to index trackers?
Klement on Investing
by Joachim Klement
2w ago
Index funds and ETFs are gaining market share in most countries ..read more
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In the end, it all boils down to sentiment
Klement on Investing
by Joachim Klement
2w ago
Value investors know that the outperformance of cheap stocks over expensive stocks comes in lumps and is not smooth ..read more
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