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RE: The Dangers of Being Too Intelligent When Investing

in #investing7 years ago

Behavioral Finance has such an enormous impact on our individual actions that the market sometimes trades irrationally against what the textbooks says. If markets are efficient as hypothesized, we cannot create alpha or excess returns. However, given that this is a relative new asset class where these traditional rules or guidelines do not apply, attractive returns are possible. However, they come with huge risks and volatility as well. Over the last 3-6 months we have seen this play out. Unfortunately, I do not think it will get easier as uncertainty continues and participants drive continued volatility lead by technicals due to the lack of clear/established fundamentals.