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  • MJG January 2019
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Morgan Housel: Things I’m Pretty Sure About

FYI: We all see the same market price and read the same commentary, the latter of which is like gasoline on the flames of herd behavior. So investing misbehaviors can snowball. The consequence is that markets rarely sit at “average” valuations; they spend far more time in areas that look historically cheap or historically crazy.
Regards,
Ted

Comments

  • Hi Guys,

    And then there is one thing that I'm pretty sure about: We all overreact to news, especially to money matters. That overreaction is costly when investing in the marketplace. It is the primary reason why we consistently underperform market returns. Our timing is really mistiming. We suck at it.

    The solution is easy to say but tough to execute. Ignore daily and other short term data. We can't overreact to what we don't know. So a little ignorance is helpful to the winning investment game: Simply stay the course. Trading is harmful to end wealth. That's one thing many investment experts are pretty sure about. They just might be dead on target in this instance even if that's a rare event.

    Best Regards
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