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Turbulence and the Stock Market (This article, first published in 2008 is still relevant today)

By Jeffrey E. Auerbach, Ph.D.

The psychology of this market is amazing, according to certified financial planner, Stephen Wagner, “we had the best single week since 1982, and then it was suddenly down when people realized the war wasn’t going to be quick.”  In some weeks the Dow Jones industrial average has been up 662 point in a week, and then down 307 in just one day.  Turbulence, such as war, and terrorism, typically affects our confidence -- which pushes the market around.  Market experts say that recent point swings are especially huge. 

Volatile Thinking

Investors are responding to day-to-day events surrounding the war, which leads to wild swings in the market.  This immediate response in investment activity is adding to market volatility and doesn’t represent a rational long-range investment plan.

Optimism tends to fuel investment in stocks, so disturbing news from the war front depresses the stock market”, says Dr. Subrahmanyam, professor of behavioral finance at the University of California, Los Angeles.

“A lot of the volatility on the market right now is emotional mood,” Subrahmanyam said.  “If the war settles into a routine, then the market will settle down.”

Doug Steigerwald, economics professor at the University of California, Santa Barbara, expresses a slightly different opinion.  Uncertainty about the future tends to move the market.  The actual start of the war gave us an idea of when the war will end.  Now that the war has started and now that President Bush has given some idea of what it might cost, people have some information that they can use to make decisions,” Steigerwald said. 

Technology certainly contributes to market volatility and to executive decision-making. Unprecedented access to live war coverage on television and on the internet affects the mood of individual investors – just as it does executives trying to make wise decisions.

Individual investors are left wondering “what should I do?” 

Here are the choices many investors are contemplating:

A)    Should I cut my losses or take some small profits, but just get out of the market?

B)     Should I get a low interest home-equity loan and purchase some bargain stocks?

C)    Should I sit tight and stick to a long-term investment plan?

Most financial experts are advising to remain focused on long-term goals.  Kevin Bernzott, CEO of Bernzott Capital Advisors, says, “If you’re saving for retirement that is 15 to 20 years away, all this stuff happening in the market now is irrelevant.  If your time line is less than five years from now you shouldn’t be in the market anyway.

Atticus Lowe, an analyst with West Coast Asset Management, adds that it is a mistake to make decisions from moment to moment.  According to Lowe, “the best idea is to invest in great companies and keep the long-term focus.”   

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