The Eurasian Century

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Cyclical Value Investing

Dataddiction

When "data" beats common sense

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Cyclical Value Investing
Aug 22, 2023
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I recently saw passing an article about how geopolitics is irrelevant to investors.

As you can imagine, this got me both interested and highly skeptical of such a claim.

If you are curious about hearing this side of the argument, it is this article by Joachim Klement:

Klement on Investing
Against Cassandras: World War III
When it comes to doom and gloom prophecies, nothing has gained as much traction in the last two years as prophecies of World War III. Or rather, any kind of prophecy of a geopolitical crisis. Throughout most of 2022, the merchants of doom and gloom were worried about Putin using nuclear weapons in Ukraine or attacking a NATO member country thus forcing …
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2 years ago · 29 likes · 10 comments · Joachim Klement

To be honest, this is an author I stopped following a while ago due to his excessive p…

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