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Tag: Investor Behavior

Optimism vs. Pessimism: Defining Your Investing Future
5 days 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
8 months 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
10 months 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
12 months 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
1 year 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
1 year 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
1 year 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
1 year 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
2 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
2 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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Optimism vs. Pessimism: Defining Your Investing Future
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Recent Original Research
November 29, 2023
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 the worst aspect of things or believe...
November 15, 2023
Why It’s Great to be an Investor Now...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space, are likely looking at their portfolio values...
October 25, 2023
Investing In Sectors: A Look at the 11...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. With over $230 billion in...
October 18, 2023
Navigating the Magnificent Seven’s Fundamentals
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when you look inside your portfolio so far...
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