Its much harder to predict the future than the past, but you’ve seen me get luck here over the years, so I plan to ontinue to make wild predictions and get more than my fair share right.
21 July, 2026
Investment Strategies
These are Clem’s pieces on how to allocate capital across cycles and asset classes — the frameworks he keeps returning to when the market noise gets loud.
- My Intel ideas have certainly come good and now Intel is trading at $37 well above the $20 it was trading at when I first started calling its strategic importance.03 October, 2025
- Earlier this year I was invited out to Saudia Arabia to speak at a conference.23 July, 2025
- These are confusing times, investing stops being a numbers game, which I much prefer and becomes a pattern recognition game.13 July, 2025
- Everywhere there a crazy little company trying to emulate (Micro) Strategies Bitcoin treasury model.23 June, 2025
- The old joke goes if you aren’t panicking you just don’t understand the situation.22 May, 2025
- It might feel like dodging bullets but the banking crisis of the last days is actually great news for investors.16 March, 2023
- We’ve all heard of FOMO by now, ‘Fear of missing out’ well Im going to invent a new one ‘FOBTE’ which is short for ‘Fear of being too early.’14 March, 2023
- Having call the equity market crash a lot of people are asking me about re-entering.08 April, 2020
- Having called the crash here and got out of stocks on February 24th, people are asking me to tell them when I get back into the market.18 March, 2020
- Gasoline is the devil and electricity is an angel.24 January, 2020
- Back when QE was new there was an excellent financial meme claiming that all you had to do to make massive returns in the market was to buy the dip as the Federal Reserve was going to buy everything forever and drive prices up.07 June, 2018
- At this years Miami Bitcoin conference, Charlie Shrem, one of the founders of the Bitcoin movement, joked that the early participants of the Cryptocurrency revolution had all bought Bitcoin at $1 and were all overjoyed to sell it for $7.23 May, 2018
- It doesn’t matter how bad the economy or the market is, the is a simple golden rule:29 August, 2017
- Bad news is good news, Good news is good news too.28 October, 2015
- If ever there was a standout no brainer hedge trade this is it.13 October, 2015
- We all make mistakes and the trick is to learn from them.26 July, 2015
- I seem to be getting terribly lucky with US internet tech companies.25 February, 2015
- As a happy ex-owner of Opentable, it is nice to eat from the table of internet bubble mark two.21 June, 2014
- The investment life expectancy of the average private investor is short.03 May, 2014
- There are no rules to stock picking, only results.27 September, 2013
- Here are another five, extracted from “Letter from my Broker,” written in 1919.26 September, 2013
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