…businesses that capitalize on shifting global trends. Both he and investment manager Chris Davis discuss how investors’ short-sightedness leads to self-destructive investing behavior — namely buying high and selling low….
Search Results for: psychology OR behavior
Getting Contrarian With The Dreman Approach
…Dreman, perhaps more than any other guru I follow, is a student of investor psychology. And at the core of his research is the belief that investors tend to overvalue…
In Rare Interview, Klarman Talks Value Investing
…has provided a nice summary of the legendary value investor’s wisdom. Much of his advice focuses on the psychology of value investing. “Investing is the intersection of economics and psychology,”…
Keeping Confirmation Bias at Bay
As emotional creatures, human beings are prone to a multitude of behavioral biases that can help them in daily life, but hurt them badly in the investing world. Even the…
Fisher's Price/Sales Approach Still Crushing Market
…2.5% annualized (figures through Nov. 9). That makes it one of my most successful long-term strategies. Price-to-Sales and “The Glitch” Fisher is a student of investor psychology, and his observations…
Economy Now Hinges on Psychology, Gabelli Says
Mario Gabelli says that the fundamentals of the economy indicate the U.S. will avoid recession, but says that psychology of consumers and businesses is the “wild card” in determining just…
Shiller On How To Provide Stimulus Without Higher Deficits
…balanced-budget stimulus program, and how and why they can be managed. He also talks about the psychological component of the economy, and how psychology makes additional stimulus necessary right now….
Grantham: Resource Shortages Are Looming -- Deal with Them Now
…human ingenuity should lead to sustainable practices. Water and metals shortages will be more of a problem, but in the end Grantham says humans “will adjust our behavior enough to…
The Problems with Debt-to-GDP Ratios
…Shiller says current debt poster child Greece’s biggest problem isn’t debt, but psychology. “What is really happening in Greece is the operation of a social-feedback mechanism,” he says. “Something started…
Ritholtz Dials Back Risk
…“They’re seen as a sign that the market’s psychology is shifting as institutions change their postures from accumulation to distribution,” he says, though he adds that it’s not proof the…