…of caution, he notes, “human psychology plays such a part in investment psychology,” explaining “fear, greed, and hope have wiped out more investment value than any bear market ever can.”…
Search Results for: psychology OR behavior
15 Year Mean Reversion Figures Could be a Good for Stocks According to Wall Street Pro
…return. He thinks that low returns for equities are impacting behavior. Specifically, he cites the example of California pension funds, CalSTRS, who recently announced a significant reduction in exposure to…
Doll Weighs In On Rate Hikes, And Whether We've Bottomed
…it’s 100 percent but I can say it’s at least 50 [percent],” Doll said in an interview Tuesday with CNBC. He said that the market’s behavior has been similar to…
Doll Weighs In On Rate Hikes, And Whether We've Bottomed
…it’s 100 percent but I can say it’s at least 50 [percent],” Doll said in an interview Tuesday with CNBC. He said that the market’s behavior has been similar to…
Grantham On The 10 Things That Really Matter
…the Fed’s wealth effect at the same time!” The problem, he notes, is that such behavior leads to less corporate expansion; less GDP growth; lower job creation, and lower wages….
Marks: The Future Is Unknowable, So How Should We Invest?
…ultra-low interest rates have pushed investors into riskier assets and led them to engage in “aggressive tactics”, which has led to deteriorating standards in capital markets. “While investor behavior hasn’t…
R-Squared Indicator Says Market Could Get Scary
…stretch their normal behavior and go a little beyond their investment rules.” Currently, the R-squared using Paulsen’s three-year timeframe is 97% — just the 14th time since 1900 it has…
Herro Talks China, Oil
…cautious behavior by some economic participants, which may negatively impact current conditions, as we are witnessing today. Once there is more clarity and a belief that the anticorruption crackdown is…
Bull In Tact, But It Could Get Volatile, Sonders Says
…was a lesser -7% in the mid-2000s cycle.” “Looking at every initial rate hike since the early 1960s, and analyzing the stock market’s behavior in the six months before and…
O'Shaughnessy on Investor Psychology, Bond Market Trouble, and Why Value Wins
In a wide-ranging interview with Barry Ritholtz on Bloomberg View, quantitative investing guru James O’Shaughnessy recently talked about why human beings are such inferior prognosticators compared to computer models, what…