On Thu, Sep 8, 2011 at 11:01 PM, Kragen Javier Sitaker <[email protected]>
wrote:
>
> >
> > People make consumption decisions to maximize utility, not a
> > hypothetical ROI,
>
> People make consumption decisions irrationally, not to maximize a
hypothetical
> utility.  Any number of experiments in behavioral economics have
demonstrated
> this by now.
>

I'd say that many characterizations of individual decisions as irrational
are precisely a result of narrowly defined utility functions. Saying that
the rational decision in buying shoes should be based just on ROI as you
calculated, for example, makes anybody with a strong preference for
expensive purple shoes invariably seem irrational, even though that person
was only maximizing his utility.  If you allow for the fact that everyone
has a unique way of measuring utility, individual decisions wouldn't seem
quite as irrational anymore.

> > which should really only be used for financial investments, not
consumption
> > spending.
>
> Perhaps I'm economically naive.  Why is consumption spending special?

It is in fact financial investments that are special: people make all
decisions to maximize some (usually multivariate) utility function. For most
financial investments, however, this utility comes almost entirely from ROI,
so it's a valid simplification to maximize only ROI, thereby maximizing
utility as well. As long as I'm maximizing returns, I don't quite care if
I'm investing in a Vanguard fund or a Fidelity fund, in equities or bonds,
locally or internationally. Not true for my shoes.

> > > it *never* wears out or depreciates.  You can probably find
investments with a
> > > 3% ROI in almost any economic times and at almost any scale.
> >
> > Any number of hedge fund managers would beg to differ, I'm sure!
>
> Can you elaborate?

There are few short-to-medium term risk-free investment opportunities in the
US that will fetch an absolute 3% return currently. Were such an investment
available, especially "at almost any scale", US treasuries wouldn't be
nearly as widely held, given their current near-zero yields (
http://www.treasury.gov/resource-center/data-chart-center/interest-rates/Pages/TextView.aspx?data=yield
).

- Venkat

>
> Kragen
>

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