On Sat, 12 Jan 2002, Richard Pisacreta, Ph.D. wrote:

>
> Any of you Tipsters study the stock market? Can you off the
> rest of us any advice for next year to offset the terrible
> returns of the last two years? Any of you in TIAA-CREFT
> pension plans have any advice on how to distribute future
> allocations?

Perhaps we can justify this question on TIPS by suggesting it
raises an important psychological question. This is why people
allow themselves to be guided by experts who have no expertise. I
speak of brokers and "financial advisors". If no one goes for
this, I say, what the heck, it's a slow week-end on TIPS, and
it's a fun question.

My understanding is that the stock market is "efficient", which
means that the price of a stock fairly represents all information
available about the company and its prospects. Consequently,
there are no bargains and no dogs. Aside from degree of risk, it
doesn't matter which stock you choose. Forget analysis. I did a
web search to confirm the above, and came up with an apparently
authoritative analysis of the efficient market hypothesis at
http://www.investorhome.com/emh.htm. Bottom line:

"If markets are efficient and current prices fully reflect all
information, then buying and selling securities in an attempt to
outperform the market will effectively be a game of chance rather
than skill."

and

"Many novice investors are surprised to learn that a tremendous
amount of evidence supports the efficient market hypothesis"

Corollaries:

1) A monkey throwing darts at a page of stock listings will, on
average, do just as well as the finest financial advisors money
can buy. In fact, the Wall Street Journal runs such a contest
yearly (using reporters rather than monkeys, about the same
thing), This year, the dart method outperformed the experts (see
http://www.onegroup.com/ReadingRoom/stockpick.asp)

2) Never listen to a broker's recommendation. As they have no
more ability to predict stock movement than anyone else, their
recommendations will be based on how your choice can earn them
the most money. Brokers are always conflicted. Consider why they
prefer to earn commissions off you rather than putting their
alleged expertise to work on their own behalf.

3) With the exception of the above, never listen to
anyone's advice on the stock market. They know as much as you,
which is to say, nothing.

4) Since stock-picking is futile, choose stocks that are fun to
hold.  I like high-tech genetics companies. Not only is the
science amazing, but the potential health benefits are
staggering. The fact that they're all money-losing and likely to
go bankrupt should only be mildly discouraging.

-Stephen
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Stephen Black, Ph.D.                      tel: (819) 822-9600 ext 2470
Department of Psychology                  fax: (819) 822-9661
Bishop's University                    e-mail: [EMAIL PROTECTED]
Lennoxville, QC
J1M 1Z7
Canada     Department web page at http://www.ubishops.ca/ccc/div/soc/psy
           Check out TIPS listserv for teachers of psychology at:
           http://www.frostburg.edu/dept/psyc/southerly/tips/
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