Stock market rules

Just as it is important that networks formarkets are efficient.
transport, electricity and telecommunicationsAccording to the efficient market hypothesis
function properly, so is it essential that, for(EMH), only changes in fundamental factors, such
example, payments can be transacted, capital canas profits or dividends, ought to affect share
be saved and channeled to the most profitableprices.
investment projects and that both households and(But this largely theoretic academic viewpoint also
firms get help in handling financial uncertainty andpredicts that little or no trading should take
risk as well as possibilities of spreadingplace— contrary to fact—
consumption over time. Financial marketssince prices are already at or near equilibrium,
constitute an important part of the totalhaving priced in all public knowledge.) But the
infrastructure for every society that has passedefficient-market hypothesis is sorely tested by
the stage of largely domestic economies.such events as the stock market crash in 1987,
The financial system performs three main tasks:when the Dow Jones index plummeted 22.6 per
first, it handles transfer of payments; second, itcent— the largest-ever one-day fall in
channels savings to investments with a goodthe United States. (However, this was part of a
return for future consumption; and third, itworld-wide crash of stock markets which did not
spreads and reduces (local enterprise) economicoriginate in the US.) This event demonstrated that
risks in relation to the players' targeted returnsshare prices can fall dramatically even though, to
(but note that systemic risk is not therebythis day, it is impossible to fix a definite cause: a
reduced— it merely becomes lessthorough search failed to detect any specific or
concentrated and uneven). Moreover, unforeseenunexpected development that might account for
risks, or catastrophic risks (such as the completethe crash. It also seems to be the case more
collapse of the financial system or governmentgenerally that many price movements are not
institutions), may not be capable of being spread,occasioned by new information; a study of the
or insured against.fifty largest one-day share price movements in
The smooth functioning of all these activitiesthe United States in the post-war period confirms
facilitates economic growth in that lower coststhis.[2] Moreover, while the EMH predicts that all
and enterprise risks promote the production ofprice movement (in the absence of change in
goods and services as well as employment. In thisfundamental information) is random (i.e.,
way the financial system contributes to increasednon-trending), many studies have shown a
prosperity.marked tendency for the stock market to trend
The stock market is one of the most importantover time periods of weeks or longer.
sources for companies to raise money.Various explanations for large price movements
Experience has shown that the price of shareshave been promulgated. For instance, some
and other assets is an important part of theresearch has shown that changes in estimated
dynamics of economic growth. Rising share prices,risk, and the use of certain strategies, such as
for instance, tend to be associated with increasedstop-loss limits and Value at Risk limits,
business investment and vice versa. Share pricestheoretically could cause financial markets to
also affect the wealth of households and theiroverreact.
consumption. Therefore, central banks tend toOther research has shown that psychological
keep an Argus eye on the control and behaviorfactors may result in exaggerated stock price
of the stock market and, in general, on themovements.
smooth operation of financial system functions.Psychological research has demonstrated that
Financial stability is the raison d'etre of centralpeople are predisposed to 'seeing' patterns, and
banks.often will perceive a pattern in what is, in fact,
Relation of the stock market to the modernjust noise.
financial system The financial system in most(Something like seeing familiar shapes in clouds or
western countries has undergone a remarkableink blots.) In the present context this means that
transformation. One feature of this developmenta succession of good news items about a
is disintermediation. A portion of the fundscompany may lead investors to overreact
involved in saving and financing flows directly topositively (unjustifiably driving the price up). A
the financial markets instead of being routed viaperiod of good returns also boosts the investor's
banks' traditional lending and deposit operations.self-confidence, reducing his (psychological) risk
The general public's heightened interest in investingthreshold.[3] Another phenomenon—
in the stock market, either directly or throughalso from psychology— that works
mutual funds, has been an important componentagainst an objective assessment is group thinking.
of this process. Statistics show that in recentAs social animals, it is not easy to stick to an
decades shares have made up an increasinglyopinion that differs markedly from that of a
large proportion of households' financial assets inmajority of the group. An example with which
many countries. In the 1970s, in Sweden, deposityou may be familiar is the reluctance to enter a
accounts and other very liquid assets with littlerestaurant that is empty; people generally prefer
risk made up almost 60 per cent of households'to have their opinion validated by those of others
financial wealth, as against less than 20 per cent inin the group.
the 2000s. The major part of this adjustment inIn one paper the authors draw an analogy with
financial portfolios has gone directly to shares butgambling.[4] In normal times the market behaves
a good deal now takes the form of various kindslike a game of roulette; the probabilities are
of institutional investment for groups of individuals,known and largely independent of the investment
e.g., pension funds, mutual funds, hedge funds,decisions of the different players. In times of
insurance investment of premiums, etc. The trendmarket stress, however, the game becomes
towards forms of saving with a higher risk hasmore like poker (herding behavior takes over).
been accentuated by new rules for most fundsThe players now must give heavy weight to the
and insurance, permitting a higher proportion ofpsychology of other investors and how they are
shares to bonds.likely to react psychologically.
Similar tendencies are to be found in otherWe are also liable to succumb to biased thinking.
industrialized countries. In all developed economicAn example is when supporters of a national
systems, such as the European Union, the Unitedfootball team (or a favorite stock), for instance,
States, Japan and other first world countries, theare overconfident about the chances of winning
trend has been the same: saving has moved(or the stock moving up).
away from traditional (government insured) bankThe stock market, as any other business, is quite
deposits to more risky securities of one sort orunforgiving of amateurs. Inexperienced investors
another.rarely get the assistance and support they need.
The stock market, individual investors, andIn the period running up to the recent Nasdaq
financial risk Riskier long-term saving requires thatcrash, less than 1 per cent of the analyst's
an individual possess the ability to manage therecommendations had been to sell (and even
associated increased risks.during the 2000 - 2002 crash, the average did not
Stock prices fluctuate widely, in marked contrastrise above 5%). The media amplified the general
to the stability of (government insured) bankeuphoria, with reports of rapidly rising share prices
deposits or bonds. This is something that couldand the notion that large sums of money could be
affect not only the individual investor orquickly earned in the so-called new economy
household, but also the economy on a large scale.stock market. (And later amplified the gloom
The following deals with some of the risks of thewhich descended during the 2000 - 2002 crash, so
financial sector in general and the stock market inthat by summer of 2002, predictions of a DOW
particular. This is certainly more important nowaverage below 5000 were quite common.)
that so many newcomers have entered theIrrational behavior Because a considerable part of
stock market, or have acquired other 'risky'the stock market is comprised of non-professional
investments (such as 'investment' property, i.e.,investors, sometimes the market tends to react
real estate and collectables).irrationally to economic news, even if that news
With each passing year, the noise level in thehas no real effect on the technical value of
stock market rises. Television commentators,securities itself. Therefore, the stock market can
financial writers, analysts, and market strategistsbe swayed tremendously in either direction by
are all overtalking each other to get investors'press releases, rumors and mass panic.
attention. At the same time, individual investors,Furthermore, the stock market is comprised of a
immersed in chat rooms and message boards,large amount of speculative analysts, or pencil
are exchanging questionable and often misleadingpushers, whom have no substantial money or
tips.financial interest in the market, but make market
Yet, despite all this available information, investorspredictions and suggestions regardless. Over the
find it increasingly difficult to profit. Stock pricesshort-term, stocks and other securities can be
skyrocket with little reason, then plummet just asbattered or buoyed by any number of fast
quickly, and people who have turned to investingmarket-changing events, turning the stock market
for their children's education and their ownin a generally dangerous and difficult to predict
retirement become frightened. Sometimes thereenvironment for those people whose lack of
appears to be no rhyme or reason to thefinancial investment skills and time does not
market, only folly.permit reading the technical signs of the market.
This is a quote from the preface to a publishedConclusion There have been innumerable
biography about the well-known and long termrecommendations about how to make the stock
value oriented stock investor Warren Buffett.[1]market easier and safer for the casual,
Buffett began his career with only 100 U.S.non-professional investor. Few, if any, are likely to
dollars and has over the years built himself aprove useful or effective. However, in order to
multibillion-dollar fortune.minimize the risks of financial market imbalances,
The quote illustrates something of what has beenit is important that there be a well thought-out
going on in the stock market during the end oflegislative, regulatory, and supervisory
the 20th century and the beginning of the 21st.infrastructure that functions properly, smoothly,
The behavior of the stock market Fromand honestly. This is a never-ending task that
experience we know that investors mayrequires the participation of all concerned.
temporarily pull financial prices away from theirToday, average individuals face sometimes very
long term trend level.difficult risk management decisions that were not
Over-reactions may occur— so thatrequired of previous generations. Both
excessive optimism (euphoria) may drive pricesopportunities and risks for the individual investor
unduly high or excessive pessimism may drivehave been amplified many times over. Yet the
prices unduly low.average investor still lacks the relevant
New theoretical and empirical arguments haveknowledge. Everyone cannot be a specialist in risk
been put forward against the notion that financialmanagement and financial theory.