Respectfully, Robert: #1 is circular reasoning #2 is irrelevant as a cause -- its consequential to their success #3 is non-distinctive since all investors take...
8294
leif_ericssen
Jun 1, 2008 9:38 pm
Wow. I am really suprised at the response to my comments here! I had no idea that anything I said could be taken as so controversial and upseting to some...
8295
pgreenfinch
Jun 1, 2008 10:01 pm
Yes Jan, I think this is just an application of the "normal" probability distribution of performances within that "alpha" population. Peter ... From:...
8296
Bud Labitan, MD MBA
c_labitan
Jun 2, 2008 12:21 am
This is a very interesting discussion. Suspend your beliefs about statistics for a moment, and question the individual variables or factors that seem to have...
8298
Neil Stoloff
hilsum1
Jun 2, 2008 9:42 am
Jan, I find the role that luck or randomness plays in any competitive endeavor to be a fascinating subject. It may be off-topic but the members of this group...
8299
pgreenfinch
Jun 2, 2008 10:25 am
Is the housing market so desperate so that an obscure real estate agent decide to bother us with that stupid ad ? Of course, member banned, stupid message...
8300
mel
zenonlancien
Jun 2, 2008 10:29 am
... Stupid message, certainly. ... but maybe not without information ! All the best Peter,...
8301
sara zaoui
saroura_za
Jun 2, 2008 2:50 pm
Good afternoon everybody, I did a master in Finance last year, and now i am trying to write my dissertation on "excess volatility and behavioral finance" and i...
8302
Ramanathan S
ramitsme
Jun 2, 2008 3:10 pm
Guys: I do not understand the meaning of this mail - is this one of the behavioral patterns we are studying? Please help. With warm regards S Ramanathan ... ...
8303
Kwok Yeung
profileofval...
Jun 2, 2008 3:15 pm
Dear all, I think Jan's previous statement on Buffet's luck may be interpreted very differently by readers, as it may imply that: 1. Jan believes that there is...
8304
leif_ericssen
Jun 2, 2008 6:28 pm
mmmm..no, I think the person just posted in the wrong group by mistake..I deleted it. *grins* Jan ... behavioral patterns we are studying? Please help. ... ...
8305
leif_ericssen
Jun 2, 2008 6:33 pm
Well, Neil if you feel you understood my argument then I don't see what more I can say. We will have to agree to disagree. Jan ... interests ... a ... this ......
8306
Bud Labitan, MD MBA
c_labitan
Jun 2, 2008 7:02 pm
I will simplify this discussion down to this question: Assuming 3 children of equal intellect and social networking skills, which child has the better chance...
8307
leif_ericssen
Jun 3, 2008 4:11 am
Well, I think a few people are reading very different things into what I said. And it's getting a little frustrating and pointless so I prefer to move on. From...
8308
leif_ericssen
Jun 3, 2008 4:38 am
Hi Sara, I wish you well with your dissertation on excess stock market volatility. It's a popular research interest. Have you considered positive feedback...
8309
leif_ericssen
Jun 3, 2008 4:43 am
I'm sorry I meant memetic! ... infestation ... my ... be...
8310
pgreenfinch
Jun 3, 2008 7:12 am
High Sara! Excess of confidence ? Maybe, but why not lack of confidence in some cases ? It could be (but I don't have references) that (short term) volatility...
8311
Martin Sewell
martinsewell1
Jun 3, 2008 11:06 am
... Overconfidence is likely to lead investors to trade too much, and the act of trading itself can create volatility. Martin...
8312
e300100
Jun 3, 2008 3:04 pm
Hi Sara, I am not sure that you want to find a econometric model or suitable variables for your dissertation. I believe that there are some econometric methods...
8313
Bastian Döhling
bastian.doeh...
Jun 3, 2008 3:43 pm
Hello everybody, I'm a fourth year international business student from germany and I just decided to write my thesis about the aspects of Behavioral Finance. ...
8314
leif_ericssen
Jun 3, 2008 5:12 pm
Hi Bastian, I think it is best to compare Conquest Behavioral Finance Fond to the DAX 30, if it invests in the German stock market. Or the index that ...
8315
Neil Stoloff
hilsum1
Jun 3, 2008 11:57 pm
... Jan, Normally when someone says "let's agree to disagree," I will drop the subject. But I got the feeling during our exchange that your thinking was, "If...
8316
Neil Stoloff
hilsum1
Jun 4, 2008 1:06 am
... How could it not be? Contrarian investing means going against the herd. Grahamites (nice term, Jan!) go around looking for 50-cent dollars, which are...
8317
Bud Labitan, MD MBA
c_labitan
Jun 4, 2008 3:16 am
I noticed that some of the discussions got bogged down in small misunderstandings, perhaps because of terminology... investing: According to Ben Graham, should...
8318
Kwok Yeung
profileofval...
Jun 4, 2008 3:29 am
I disagree. I think that there are times that contrarians and value investors act differently. It would be fair to say that the latter tend to act like...
8319
leif_ericssen
Jun 4, 2008 7:19 am
If you are really investing on the basis of your value assessment then market sentiment is only going to be a factor as far as it brings opportunities like...
8320
leif_ericssen
Jun 4, 2008 6:38 pm
... the ... thinking ... be ... disagree ... restated ... single ... will ... investment ... to ... merit ... revise ... is ... is ... statement ... rank ... ...
8321
pgreenfinch
Jun 6, 2008 8:20 am
Hi, dear members and visitors! Here is your 98th month newsletter 1) Monthly activity The number of (unbouncing) members reaches 1805 (+15), Welcome to new...
8322
Bud Labitan, MD MBA
c_labitan
Jun 7, 2008 12:57 pm
Peter, Well said. Perhaps this young field of Behavioral Finance may someday distinguish MacroBF from MicroBF and Behavioral Financiometrics for the math...
8323
Martin Sewell
martinsewell1
Jun 8, 2008 9:54 am
[ source: http://sciencenow.sciencemag.org/cgi/content/full/2008/605/1 ] Deal or No Deal? By Constance Holden ScienceNOW Daily News 05 June 2008 What if your...
