Category Archives: Behavioral Finance

Why We Lie – WSJ.com

Why We Lie – WSJ.com.

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Do fundamentals—or emotions—drive the stock market? – McKinsey Quarterly – Corporate Finance – Valuation

Do fundamentals—or emotions—drive the stock market? – McKinsey Quarterly – Corporate Finance – Valuation.

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Investor Sentiment and Stock Prices: Explaining the Ups and Downs – Knowledge@Wharton

Investor Sentiment and Stock Prices: Explaining the Ups and Downs – Knowledge@Wharton.

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What High-I.Q. Investors Do Differently – Economic View – NYTimes.com

What High-I.Q. Investors Do Differently – Economic View – NYTimes.com.

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Learning to Mistrust Your Financial Instincts – NYTimes.com

Learning to Mistrust Your Financial Instincts – NYTimes.com.

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The Intelligent Investor: How the Halo Effect Puts a Shine on Apple and Buffett – WSJ.com

The Intelligent Investor: How the Halo Effect Puts a Shine on Apple and Buffett – WSJ.com.

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“How Quickly They Forget” Oaktree Memo from our Chairman

Oaktree Memo from our Chairman.

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Lessons From the Financial Crisis | Leeds on Finance

Lessons From the Financial Crisis | Leeds on Finance. Chicago Federal Reserve Bank President Charles Evans gave a speech two weeks ago called, “Four Lessons From the Financial Crisis.”  The speech was given in New York, at the 20th Annual … Continue reading

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Robert Shiller on the Impact of the Country’s Mood

NYT: Stuck in Neutral? Reset the Mood In reality, business recessions are caused by a curious mix of rational and irrational behavior. Negative feedback cycles, in which pessimism inhibits economic activity, are hard to stop and can stretch the financial … Continue reading

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John Mauldin on the Book “This Time is Different”

This book is appearing in columns everywhere.  John Mauldin offers a condensation of the key points.  Well-researched book.   Download 2010-1-29 John Mauldin This Time is Different “Perhaps more than anything else, failure to recognize the precariousness and fickleness of … Continue reading

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