Here is one reason why better managed firms succeed
A couple of months ago, management consulting firm McKinsey published a report where they took the management of UK businesses to task.
Klement on Investing
Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?
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If this is true, the hyperscalers are toast
In my regular research (behind a paywall), I have been saying for a while that I think the future of AI is not large language models (LLM), but small language models (SLM) run on local desktop computers or even mobile phones.
When it comes to inflation, ‘in’ is better than ‘out’
One of the advantages that countries outside the Eurozone have is that they can control their monetary policy.
The UK’s experience with the National Living Wage
In the first half of 2016, the UK economy experienced a major shock.
Data-centre reality check could slam brakes on AI earnings boom
My latest opinion piece for Reuters is out today.
Life in Europe is just better
Today is my last post before my usual extended summer break.
What’s so special about a 2% inflation target?
It’s Fed Day again, and the Fed has to deal with inflation rates that remain stubbornly above its 2% target.
Keep your politics out of your investments
I keep telling everyone that you should keep your politics out of your investment portfolio.
How fast money is warping market logic
Another opinion piece from me at Reuters ROI.
Graduating in the age of AI
My wife’s niece (my niece-in-law?) graduated from college in the US this year.
Pets are soooo worth it
It is well-established that owning pets, on average, makes people happier.