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← The pull of fundamentals that used to reverse market momentum has…

11 connected korrents · 10 moments on record from 20 Feb 2024 to 4 Sept 2026.

Everything filed under market efficiency market efficiency Everything filed under stock market stock market Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The pull of fundamentals that used to reverse market momentum has weakened, so betting on mean reversion is more dangerous than it was. The pull of fundamentals that used toreverse market momentum has weakened, sobetting on mean reversion is moredangerous than it was. Last stated 5 days ago 2 Sept 2026 AD Aswath Damodaran — holds since 2026-09-02 — tap for who they are Same subject: Most active investors are not hunting for information; they are betting on mean reversion in data everyone already has. — tap to centre the map on it Most active investors are nothunting for information; they arebetting on mean reversion in dataeveryone already has. Last stated 3 months ago 18 Jun 2026 AD Aswath Damodaran — holds since 2026-06-18 — tap for who they are Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio oftwenty-three there is little upsideand a long way to fall, where atfifteen there would be much lessrisk. Last stated a year ago 16 Jul 2025 JD Jamie Dimon — holds since 2025-07-16 — tap for who they are Same subject: The stock market has become less informationally efficient over the past thirty-plus years, particularly in the relative pricing of common stocks over medium horizons. — tap to centre the map on it The stock market has become lessinformationally efficient over thepast thirty-plus years, particularlyin the relative pricing of commonstocks over medium horizons. Last stated 2 years ago 3 Sept 2024 CA Cliff Asness — holds since 2024-09-03 — tap for who they are Same subject: The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins. — tap to centre the map on it The S&P 500’s price-to-sales rationo longer signals what it once did,because today’s companies earnhigher margins. Last stated 2 weeks ago 25 Aug 2026 NM Nick Maggiulli — holds since 2026-08-25 — tap for who they are Same subject: The froth visible in US markets in 2025 was the 2021 mania returning, and reason enough to take risk off. — tap to centre the map on it The froth visible in US markets in2025 was the 2021 mania returning,and reason enough to take risk off. Last stated 2 weeks ago 25 Aug 2026 NM Nick Maggiulli — holds since 2025-08-26 — tap for who they are NM Nick Maggiulli — no longer holds since 2026-08-25 — tap for who they are Same subject: Investing well requires reversing the human instinct to grow excited as prices rise and fearful as they fall. — tap to centre the map on it Investing well requires reversingthe human instinct to grow excitedas prices rise and fearful as theyfall. Last stated 3 years ago 20 Feb 2024 BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: Short selling is inherently treacherous and should almost never be done. — tap to centre the map on it Short selling is inherentlytreacherous and should almost neverbe done. Last stated 3 years ago 20 Feb 2024 BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: Day trading and technical analysis are proven not to work. — tap to centre the map on it Day trading and technical analysisare proven not to work. Last stated 3 weeks ago 17 Aug 2026 PL Pieter Levels — holds since 2026-08-17 — tap for who they are Same subject: Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. — tap to centre the map on it Even the most advanced AI cannot befollowed blindly in investing, wherevalue added is zero-sum and what iswidely known is therefore worthlittle. Last stated 3 months ago 10 Jun 2026 RD Ray Dalio — holds since 2026-06-10 — tap for who they are Same subject: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets lessefficient at long horizons ratherthan more efficient. Last stated 2 years ago 3 Sept 2024 CA Cliff Asness — holds since 2024-09-03 — tap for who they are Same subject: The efficient market hypothesis is at best a very lossy heuristic — tap to centre the map on it The efficient market hypothesis isat best a very lossy heuristic Last stated 3 days ago 4 Sept 2026 NF Nat Friedman — holds since 2026-09-04 — tap for who they are
same subject or similar wordinga cloud: claims about one subject, named for itbar: when it was last stated, on a scale from 2015 to today — full is todaya face: someone on record holding the claim — tap it for who they arefaded, dashed ring: they no longer hold it — they changed their mind

At the centre The pull of fundamentals that used to reverse market momentum has weakened, so betting on mean reversion is more dangerous than it was. Last stated 2 Sept 2026 · 5 days ago Holds Aswath Damodaran Read this korrent →