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Tag: Investor Behavior

Optimism vs. Pessimism: Defining Your Investing Future
2 years ago
Optimism vs. Pessimism: Defining Your Investing Future

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Optimism is defined as the “hopefulness and confidence about the future or the successful outcome of something.” Pessimism is defined as “a tendency to see…

Goldman Sachs: U.S. Households Will Sell $750 billion In Stocks
2 years ago
Goldman Sachs: U.S. Households Will Sell $750 billion In Stocks

Strategists at Goldman Sachs estimate that U.S. households will sell off $750 billion in stock in 2023, due to rising bond yields and reduced savings, according to an article in…

The Art and Science of Intelligent Fund Selection with Joe Wiggins
2 years ago
The Art and Science of Intelligent Fund Selection with Joe Wiggins

In this episode we talk fund selection with Joe Wiggins, author of the new book “The Intelligent Fund Investor: Practical steps for better results in active and passive funds”. We…

5 Behavioral Tricks for Long-Term Investors
2 years ago
5 Behavioral Tricks for Long-Term Investors

By Jack Forehand, CFA, CFP® (@practicalquant) — 2022 has certainly been a challenging year for markets. Although the S&P 500 is only down about 15% for the year, which is significantly less than…

Show Us Your Portfolio: Dr. Daniel Crosby
3 years ago
Show Us Your Portfolio: Dr. Daniel Crosby

In this edition of Show Us Your Portfolio, we speak with Dr. Daniel Crosby. Daniel is an expert an investor behavior and the Chief Behavioral Officer at Orion. We speak…

The October Witch: Pain in the Short Term = Progress in the Long Term
3 years ago
The October Witch: Pain in the Short Term = Progress in the Long Term

Spooky season is upon us, even on Wall Street: October has seen 7 out of the 10 worst days in stock market history. The panic is historical; in the 1800s,…

The Case For "Doing Nothing" In Volatile Times
3 years ago
The Case For "Doing Nothing" In Volatile Times

After its steep plummet at the beginning of the year, the stock market rally last month seemed like cold comfort, and it continues to wobble up and down without much…

Bear Market Will Near Its End When Investors Panic
3 years ago
Bear Market Will Near Its End When Investors Panic

Extreme pessimism is usually an indication that the market is hitting bottom, and this current bear market is not there yet, contends an article in MarketWatch. While it feels like…

What We Should Remember About Bear Markets
3 years ago
What We Should Remember About Bear Markets

From time to time we have guest posts on Validea’s Guru Investor blog from others who we admire, respect and are providing valuable insights to investors. Today’s post is from…

The Good, Bad and Ugly of Trend Following
3 years ago
The Good, Bad and Ugly of Trend Following

By Justin Carbonneau (@jjcarbonneau) — Something has happened recently that hasn’t happened in quite some time – of the seven major market indices we apply our trend following model to…

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Recent Original Research
May 28, 2025
Ten Fundamentally Sound Low Volatility Stocks
Low volatility investing focuses on companies whose stock prices tend to move less than the overall market. While traditional finance theory suggests that higher returns come with higher risk, decades of research have shown that low-volatility stocks...
May 27, 2025
Ten Top Small-Cap Value Stocks
Value investing has demonstrated remarkable long-term success because it exploits fundamental market inefficiencies—periods when emotional selling, neglect, or temporary business challenges cause quality companies to trade below their intrinsic worth. This approach works because markets consistently overreact...
May 24, 2025
Ten Fundamentally Sound High Quality Stocks
In volatile markets, high-quality stocks function as stabilizing forces, providing durability when economic turbulence reveals the vulnerabilities of less solid enterprises. These outstanding businesses demonstrate consistent earnings expansion, preserve strong financial foundations, and hold lasting competitive moats...
May 23, 2025
Ten Top High Momentum Stocks
Momentum investing is a strategy that capitalizes on the tendency of winning stocks to continue winning by identifying securities with strong relative price performance that consistently outpace their peers and broader market indices. Rather than simply chasing...
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