The hottest Market behavior Substack posts right now

The market does not care about titles, appearances, or labels - what matters are the quality of your decisions over time.
It doesn't matter which school you went to, what clothes you wear, or if you have a fancy office - the effort you put into research and your convictions is key.
The market doesn't care what others think about you, so it's important to focus on your own investment process and not be swayed by external opinions.

Good long-term businesses are harder to find than you think. Predicting long-term winners isn't easy, and financial forecasts often miss the mark. Practice humility in investing and be ready to adjust your thesis.
Avoid dealing with dishonest individuals. It's difficult to spot insincerity, and once dishonesty is detected, it's best to move on immediately.
Markets are still prone to irrational behavior. Human nature hasn't changed, and rapid information dissemination can lead to herd mentality and market inefficiencies. Manic behavior in markets is here to stay.

Investors tend to invest in overvalued assets based on the optimism of others.
Higher returns lead to increased trading volume, especially if market uncertainty is high.
Individual investors tend to overtrade more in response to higher returns compared to institutional investors.

Banking regulations can impact the stability of financial institutions and the broader economy.
Changes in interest rates and reporting practices can affect the financial health of banks.
Social media and technology have transformed how individuals can influence markets and participate in financial activities.

Leveraged ETFs can erode value due to volatility and past performance may not predict future outcomes.
Leveraging in bull markets can lead to gains, but may not be efficient in the long term.
Market behavior can change due to interest rates and backtesting strategies may need to account for different regimes.

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The most reliable path to adequate returns involves buying good businesses at fair valuations and holding onto them for the long term.
View each quarter as part of a continuing trajectory instead of in isolation, placing importance on long-term trends over short-term fluctuations.
Focus on controllables like relative performance, balance sheet metrics, and wider error bands around long-term trends for better analysis of quarterly results.