Market Forecasting Is Folly!

Market Forecasting Is Folly

Last month we added a cash position to our efficient frontier. The effect was to lower our expected risk and expand the range of expected outcomes for our available set of portfolios. One of the key words we have been using is this idea of “expected” outcomes. There is an intentionally non-specific meaning to this word because it lies in the gray area between wild guess and ironclad guarantee. The market forecasters of the world make big headlines around this time of year similar to how meteorologists make predictions about the snowfall before winter in the northern US. The big question is: are these forecasts remotely accurate? The quick answer is: kinda, sorta, not really.


Source: https://www.cxoadvisory.com/gurus/


What About The Data 

There are numerous investing roundtables and guru retreats that lure us into the fire of predicting the future. Those of you who have seen me at events around this time of year know that I have a few canned market forecasting jokes.


  • I am very sorry, but my crystal ball is in the shop.

  • The market will go up and the market will go down - but not necessarily in that order.

  • My main goal is to be less completely wrong than most other people over a long period of time.


This last one is where some data can add context to our discussion. There have been countless studies over the past several years attempting to track the accuracy of market predictions. The overall results are that market predictions are collectively less accurate than a proverbial coin toss over a long period of time. 

 


Forecaster

Forecasts

Accuracy

Rank (vs Peers)

Rank (vs Benchmark)

Gap

Peers

John Buckingham

17

78.69

1

11

19.87

68

Jack Schannep

63

72.51

2

3

6.89

68

David Nasser

44

71.84

3

1

3.66

68

David Dreman

45

70.47

4

4

6.03

68

Cabot Market Letter

50

66.39

5

7

6.01

68

Louis Navallier

152

66.09

6

8

6.09

68

Laszlo Birinyi

27

64.21

7

23

12.36

68

Steve Sjuggerud

54

63.35

8

6

1.28

68

Ken Fisher

120

62.80

9

2

-3.59

68

Robert Drach

19

62.07

10

21

9.44

68

Bob Doll

161

59.84

12

16

5.18

68

Ben Zacks

32

54.95

16

26

4.95

68

James Oberweis

35

53.90

18

5

-8.96

68

Bob Brinker

44

46.24

33

18

-7.09

68

Bernie Schaffer

99

43.68

43

29

-5.10

68

Jeremy Grantham

40

41.55

46

45

-2.64

68

Marc Faber

164

38.60

51

44

-5.97

68

Jim Jubak

144

38.22

52

47

-5.20

68

Jim Cramer

62

36.68

54

39

-10.09

68

Abby Joseph Cohen

56

34.06

57

62

-1.03

68

Gary Shilling

41

33.56

58

59

-3.03

68

Source: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2944853


The most striking point about the table shown above is that some of the most famous forecasters (Jim Cramer, for example) are less accurate than a coin toss. The ones shown in italics are the ones out of the top 10 with whom I am most familiar. I have seen some of them speak at investment conferences and they have given amazingly persuasive presentations with seemingly intelligent insights gleaned from very expensive data sets.

Then Why Bother Forecasting?

The most important piece to the investing puzzle is consistency. Consistency is built over time and over time we have the miracle of compound interest working in our favor. The key to consistency (like the McDonald’s business model) is not seeking to be the best - or the cheapest - but to be the most efficient. There is an old saying: the best way to predict the future is to create it. By putting a stake in the ground and dancing around it, we build faith that our beliefs will bring us to that future. In many aspects of life, this is a self-fulfilling prophecy.


The market forecasts are the most critical inputs to our asset allocation models. We know in our brains that they will be inaccurate, but we also know using an asset allocation model over a long period of time is MUCH better than using our stomachs to make investment decisions based on the daily drama of financial headlines.


Source: Yahoo! Finance, JQR Capital

 

My main goal is to be less completely wrong than most other people over a long period of time. - James Q. Rice


JQR Capital offers you a complimentary one hour consultation to “Find Your Bearings” in your lifelong voyage to find your own private island. Please click the link shown below.


Disclaimer

Past performance is no guarantee of future results. Any investment involves some amount of risk and may not be suitable for all — or any — individuals. You should consult with your investment advisor before acting on this — or any — financial information.

References

https://www.cxoadvisory.com/gurus/

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2944853

https://www.wealthmanagement.com/equities/inaccuracy-market-forecasts



Copyright © 2024 JQR Capital Management, LLC


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