Pricing Power (pt. 2) – Intellectual Property

16+ ARTHUR: It is King Arthur, and these are my Knights of the Round Table. Who
You have reached the maximum number of free, long-form articles for the month.

Please join here to read the rest of this content.

Paid Members can log in here.
Notify of
1 Comment
Inline Feedbacks
View all comments
1 year ago

Market downturn?

“Run Away! Run Away… :)” {Apologies to Monty Python}

Perhaps a way for robo-advisors to stop knee jerk sell actions by clients is behavioural “nudges” like exit fees or phased withdrawals to keep the investor on track. The problem given past fee excesses by the industry this will look very self serving. Another approach are loyalty bonuses but this will eat margins. Nevertheless, you are right Ben given how much money has flown into passive at the market valuation tops, the next correction will test investor resolve and market liquidity. We might see an “Beast of Caerbannog” asset fire sale spiral in stocks widely held in indices.

Family owned stock with poor free float, not in indices as they do not aid index companies create ETF product or indices, may be better havens when market crunch hits.

The Latest From Epsilon Theory


This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.

Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.