The optimal Pareto
The optimal Pareto is a financial blog written by Chief Economist & Strategist Finn Øystein Bergh. He combines academic insight with an often unconventional look at the securities market, providing new and useful insights.
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The frog-boiling society
Stock investors are supposed to respond immediately to all new information. They just need to notice it first.
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Hoping to get lucky?
Big deal. In the stock market, long-term commitment makes much more of a difference.
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Fat profits with a snag
Here’s a strategy that promises extremely fat profits – and low profitability.
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Fundamental neglect
Here’s a 96 per cent argument that company success, not investor preferences, determines long-term returns in the stock market.
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The 😊 files
True rationality is out there, statistically: Using positive emojis in Reddit posts is associated with significant excess returns.
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Fearful of the past
The VIX index, a.k.a. the Fear Index, has risen this year. A reason to be scared?
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Operating conditions in the stock market
Both value stocks and active managers have been running at low speed for some years now. They’ve not been greased by lower interest rates.
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Banking on bond market growth
Connect the dots: 1) Record-high global corporate bond issuance. 2) A very competitive price of risk, compared to bank loans.
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Slave to flows
I bet you never really worried about the comovement of stocks (provided you ever gave it a thought). With steadily increasing assets under passive management, maybe you should.
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Merry Xmas Everybody
I’ve opted for a slight twist this time. No figures, no rumination on market whims, no mathematics.