Klement on Investing

Klement on Investing

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Nerds are better investors
Finance is becoming ever more quantitative.
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Joachim Klement
4
When brain drain kills
I don’t want to wade too much into the Trump administration’s war against Harvard and other universities.
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Joachim Klement
6
Explaining overnight returns in the US
Older people among my readers will remember the time when there was – for a while – a discussion about how the US stock market had significantly higher…
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Joachim Klement
5
Getting grandpa back to work…
Provocative title, I know, but really, my point is that older workers are a benefit to businesses and the economy overall and we should do everything we…
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Joachim Klement
10
The least surprising way to increase revenues when you are an influencer
Long-time readers may remember that I don’t have a high opinion of social media influencers (see here).
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Joachim Klement
4
Trump tariff reprieve could create more risk in Treasury market
I wanted to write about something different but thanks to Donald Trump there was a change in plan for my latest Reuters opinion piece.
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Joachim Klement
The true information is in the words, not the numbers
Analyst recommendations have become so tainted that buy side professionals have long treated a ‘Hold’ recommendation by a sell side analyst as a ‘Sell…
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Joachim Klement
Corporate site visits are a win-win
It is standard practice for equity analysts to attend site visits at companies they invest in or are planning to invest in.
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Joachim Klement
5
Tripping up sentiment indicators
As natural language processing technology advances, more and more hedge funds use sentiment analysis based on natural language processing to make split…
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Joachim Klement
2
Klement on Investing
Klement on Investing
Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?
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