Zweig Talks Color and Investor Behavior

New research shows that color can have a significant influence on investor behavior, writes Jason Zweig in a recent Wall Street Journal article. According to Zweig, researchers have found that “seeing red has a drastic effect on how people view investments.” One part of the research, says Zweig, shows that when investors looked at charts […]

Small Companies on the Decline, says Zweig

The number of publicly-traded companies has declined by half over the past two decades, with most of the decrease attributed to the smallest companies, writes Jason Zweig in last week’s Wall Street Journal. Zweig questions, however, whether this is making it more difficult for “stock pickers to beat the market and for investors to forecast […]

“Superstocks” Like Amazon are Hard to Find

Scoring a winning stock such as Amazon is exceedingly hard to do, writes Jason Zweig in a recent Wall Street Journal article. While it might not be useless to try, Zweig argues, “many investors are going about it the wrong way.” Zweig explains that, from 1926 through 2015, Amazon was one of the mere 30 […]

Jason Zweig on Potential Quantitative Model Crisis

A Ph.D. in Economics and former senior risk manager for Bridgewater Associates, Richard Bookstaber argues that while human judgment along with quantitative modeling can lead to better results than either alone, “when humans put blind faith in quantitative models, that’s dangerous.” This according to Jason Zweig in this month’s Wall Street Journal. The article discusses […]

WSJ’s Jason Zweig on American Capitalism

The notion of capitalism as a mechanism in which “fat and happy” companies become acquisition targets is changing, writes Jason Zweig in last week’s Wall Street Journal. Zweig cites new research that shows “U.S. companies are moving toward a winner-take-all system in which giants get stronger, not weaker, as they grow.” A few “superstar firms,” […]

Zweig: Guard Against Following the Herd

Given the market’s currently stretched valuations, optimistic investors should be on their guard, says Jason Zweig of The Wall Street Journal. Zweig discusses new findings that show how the confidence of others can influence an individual’s decision-making to a larger degree than their own can. According to a recent report in the Journal of Neuroscience, […]

Zweig Says Fees Should be Linked to Performance

The practice by many fund managers of charging flat fees to clients regardless of their performance isn’t fair to investors, says Jason Zweig of The Wall Street Journal. The tides are changing, he says, but not quickly enough. Federal law allows a mutual fund to raise fees when it outperforms, but only if it lowers […]

Zweig’s Market Survival Guide

There’s a lot of talk among investors about beating the market, but in a recent Wall Street Journal article  Jason Zweig suggests that many overlook the challenge of merely surviving it. “Of all the qualities an investor needs to succeed,” he writes, “stamina may be the most underrated.” Zweig cites Morningstar data showing that of […]