What the Masters Would Say
FOMO -- the Fear of Missing Out -- is arguably the most destructive emotion in investing. It has driven more people to buy at market tops, chase speculative bubbles, and abandon sound investment strategies than any other psychological force. Understanding and managing FOMO is essential for long-term investment success.
Howard Marks considers FOMO the single most dangerous force in financial markets. In his famous memos, he explains how FOMO creates a self-reinforcing cycle: rising prices attract attention, attention creates envy, envy drives buying, and buying pushes prices higher. This cycle continues until the last buyer has been pulled in and there is no one left to push prices higher. Then the cycle reverses violently.
Warren Buffett has resisted FOMO throughout his entire career, and it has been the primary source of his outperformance. During the dot-com bubble of the late 1990s, Buffett was publicly mocked for refusing to invest in internet stocks. Berkshire Hathaway underperformed the NASDAQ by enormous margins. Investors and journalists questioned whether Buffett had lost his touch. Then the bubble burst, and Buffett's patient discipline proved devastatingly correct. The NASDAQ lost 78% of its value while Berkshire emerged stronger than ever.
Charlie Munger explains the evolutionary psychology behind FOMO: humans are social creatures who evolved to follow the herd. When our ancestors saw the tribe running in one direction, following was a survival strategy. In modern financial markets, this instinct is lethal. When everyone is running toward a hot investment, they are usually running toward a cliff.
The social media age has amplified FOMO to unprecedented levels. In previous eras, you might hear about your neighbor's stock market gains at a dinner party. Today, you are bombarded 24/7 with stories of people making fortunes from meme stocks, cryptocurrency, AI plays, and whatever the latest trend might be. The gains are always exaggerated (people share wins, not losses), and the timing is always presented as obvious in hindsight.
Your Action Plan
The Bottom Line
The ultimate FOMO antidote is having a written investment plan that you follow regardless of market conditions or social pressure.
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