Forty Years a Speculator - The Death of the Stock Market As I Knew It

When I broke into the stock market more than fortyfollowing they know nothing. Indeed they regard their
years ago in 1961 it was a radically different beastignorance as a badge of honor. They are totally
than it is today. It was a market overwhelminglyclueless that their might be a real business behind the
dominated by long-term, conviction investors wholottery tickets that they own. They are interested in
believed that they were buying or owned a realonly two things as they track their stocks across
business rather than a stock certificate. The belieftheir charts, price and volume. They will be happy to
then was that the stock certificate was nothinginform you that the only reason to buy a stock is
more than proof of ownership. It was not a lotterythat it is rising in price and if it is not rising in price it is
ticket. Investors then were committed owners whoa bad investment no matter how great the
religiously bought the goods and services of thefundamentals are.
companies that they owned. What was importantTheir other great fixation is their unalterable
was that the stock that they purchased paid a goodconviction that paper losses and real losses are the
dividend and in those days, it usually did. It was thensame thing. They have total scorn for anyone who
common for blue chip stocks to pay a dividend ofdoes not share this belief. A paper loss is a loss that
five or six percent.would be realized if the holding was sold at its current
It would never have dawned on investors then thatprice. Therefore, since a paper loss and a real loss is
they were supposed to rush to sell their holdingsthe same thing their secret weapon for investment
even if their stocks fell as much as ten or fifteensuccess is the " stop-loss order." The stop-loss order
percent. In fact it was quit probable that they wouldis an order to your broker to automatically sell your
not even be aware of a ten or fifteen percentstock if it falls to a predetermined price. Which is
move. The way it worked in those days is thatalmost always set at between five and ten percent
about every six months it dawned on you that youbelow the current price.
should look in the paper to see what your stocksTrend chasers are adamant that all paper losses
were selling for. Then you would throw away thegreater than five or ten percent must be sold
newspaper and not look at your holdings for anotherimmediately because all such stocks are destined to
six months. It was common to think of holdinggo to zero. Nothing can dissuade them from this
periods of five or ten years and in many casesinsanity. The brutal result is that every time they turn
people expected to retire owning the stock. Thearound they are being blown out of their positions by
dividend was going to be an important supplement totheir stop-loss orders being executed. Stock declines
their social security.of five to ten percent are as common as dirt in the
This of course assumes that your newspaper evenstock market. The trend chasers refuse to recognize
carried the stock tables. In those days, manythis reality. The brutal result is that all their paper
newspapers did not. When I was growing up thelosses become real losses.
Cortland Standard, our local newspaper did not carryAs a conviction investor I have made a career out of
the stock tables. In fact it did not even have aTurning paper losses into profits. The trend chasers
financial section.make a career out of turning paper losses into real
When I started investing in the 60s, I refused to looklosses with devastating consequences. If you have a
at my stocks during the week. I didn't want to getgood opinion on stocks and just hold on most of the
caught up in the weekly cattle stampedes. I alwaystime the stocks will reverse their decline and your
knew that stampeding with the herd was not thelosses will turn into profits. Their insistence in believing
answer to successful investing. I subscribed tothat all stock declines greater than five or ten
Barron's Financial Weekly, which arrived everypercent is proof that the stock is headed for zero is
Saturday. I could then leisurely review my holdingsinsanity.
over the weekend. This strategy served me well forVery few investors who practice this strategy
decades. However, eventually I had to go on line likesurvive over the long term in spite of its tremendous
everyone else. The decades of discipline served mepopularity. The way it usually works is that the trend
well. My investment strategy of long-term convictionchaser is blown out of his position at or near the
investing remained unchanged.bottom. They then sit around in a stunned stupor as
Today the stock market as I knew it is dead. Thethe stocks that they sold at a loss reverse their
long-term conviction investors who understood thattrend and make back all that they have lost and
they were buying a business and not a lottery ticketmore. Often much more.
is now a shrinking minority group. The stock marketWhat is truly astonishing is that no matter how often
today is dominated by the trend chasers, a categorythey have seen how this film ends. They never
that barely existed in the 60s. it makes littlechange their tactics. The losses keep piling up until
difference if you call this dominate group day tradersthey are so shattered by their losses that they end
or momentum players. They are united by theirtheir investing career. They can then embark on their
steely conviction that what they are buying is anew career of contemplating how much they wold
lottery ticket. Regrettably, they are too stupid tohave today if they only had the courage to hold on
realize that if you treat the stock market like ato their losers.
casino then the stock market will treat you like aThose who have found this article of interest will also
gambler.find my related articles on the stop-loss order and
The world of the trend chasers is to a great extenttechnical analysis which are on this site to also be of
dominated by technicians or chartists. About theinterest.
fundamentals of the corporations that they are