Tactical Investor: Mass psychology & Tactical Investing

Tactical Investor. Tactical investing. Emotions drive everything & Mass psychology helps us identify the emotions that are driving the markets.

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Tacticalinvestor.com news digest

  • 1 day

    Diversification Failure: When Your Portfolio Falls Apart Together

    The Myth That Shattered Twice
    Feb 6, 2026
    In 2008, diversification failure revealed itself across every asset class simultaneously. Stocks fell. Bonds fell. Commodities fell. Real estate cratered. International equities dropped harder than domestic ones. Emerging markets collapsed. The correlations...

  • 1 day

    Correlation Breakdown Crisis: When Diversification Becomes an Illusion

    When Everything Falls Together
    Feb 6, 2026
    In October 2008, stocks fell. Bonds fell. Commodities fell. Real estate fell. International equities fell harder than domestic ones. Emerging markets cratered. The correlations that justified diversification collapsed into a single number: approximately...

  • 3 days

    Narrative Fallacy Investing: Why Stories Make You Confidently Wrong

    A Dozen Explanations for the Same Drop
    Feb 4, 2024
    On any given day when the market falls 2%, you will find a dozen different explanations offered with complete certainty. One analyst points to rising bond yields. Another cites geopolitical tensions. A third blames disappointing earnings from a bellwether...

  • 3 days

    Tax-Loss Harvesting Psychology: Why Investors Do the Opposite of What Works

    The Behavior That Defies Logic
    Feb 4, 2026
    Retail investors sell their winning stocks 1.5 times more often than their losing stocks. This finding comes from decades of academic research spanning millions of brokerage accounts. The pattern holds across markets, account sizes, and experience levels...

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