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Market Review 2023: A year that many speculated would be lackluster for US stocks saw the S&P 500 post gains of 26.3% on a total-return basis.

Perspective on Premiums: Many investors review results by calendar year and consider 10-year periods when evaluating long-term returns.

Money Matters: Spotting and Stopping Financial Scams: In today’s fast-paced digital world, investors are more vulnerable than ever…

Why the Wisdom of the Market Beats AI: Can investors use AI to determine the fair price of a stock or a bond?

Where There’s a Will, There’s a Way: A current estate plan is a vital component of comprehensive financial planning…

Great Insurance Hike: Balancing Protection & Price in Today’s Market: Appropriate insurance coverage is one of the building blocks of a comprehensive financial plan, but …

When Headlines Worry You, Bank on Investment Principles: Rather than rummaging through your portfolio looking for trouble when headlines have you worrying…

SECURE Act 2.0: On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023 …

This Has Been a Test: Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at …

A Balanced View of the 60/40 Portfolio: Focus not solely on where returns have been but also on where they could be going….

A Reset for Crypto and FAANG Stocks: If the market decline of 2022 taught investors anything, it’s that what goes up might also come down….

Why the Wisdom of the Market Beats AI

Jul 1, 2023

Can artificial intelligence help pick stocks? More specifically, can investors use AI to determine the fair price of a stock or a bond? We bet a lot of people right now would say yes, given recent advances that allow for the processing of ever greater amounts of information.

We think our AI is better than all the other ones out there. Our AI is the market.

For example, pick a stock. Check the price. Why is it that exact price? Because an equal number of buyers and sellers think they are getting a good deal when they sell or buy it at exactly that time. They make those judgments using every piece of information available to them, both public and private. The market is the world’s largest information processing machine, which creates a price for every publicly traded stock and bond.

These prices are set in an environment where no one knows what’s going to happen. So, in that sense it is a giant model that is humanity’s best and constantly evolving guess of how each company stock or bond will perform.

Despite all the promise of AI, we prefer to accept market prices rather than prices from algorithms. Large language models, the types of AI that power tools such as ChatGPT, are intended to generate text that seems as if it were made by humans, not to predict future outcomes.

They can generate potential scenarios based on learned patterns, but they struggle to account for unknown factors or real-world changes that come outside their training data. In that way, they are truly “artificial,” while markets are composed of real, human intelligence and the millions of judgments market participants make.

Sure, AI and algorithmic trading can help the execution of trades. But there’s no reason to think that AI will fundamentally influence the way people think about stock prices anytime soon.

The market is fantastically complex, so much so that no one knows exactly how much a particular piece of information impacts a price, because there are so many other simultaneous inputs. But the market ensures that a price is the most accurate current representation of the value of a stock or bond. It’s free and available to all. How great is that?

This isn’t just our opinion. There’s plenty of evidence to support it. In fact, it’s a 50-year-old theory that only becomes more proven with each passing year. Google “efficient market hypothesis.” Better yet, ask ChatGPT to explain it.

Still don’t believe us? Then let’s ask another question: Do you think you can hire a manager to implement the strategy of using AI to pick stocks that consistently beat the market? After fees, probably not. If they had some cool AI that did predict stock prices better than the market can, why would they share the information with you?

What’s the takeaway? You can have a good experience without worrying about all that stuff. Based on nearly a century’s worth of data, the stock market has returned about 10 percent a year, which is 7 percent above historical inflation. That was true before and after computers, before and after the internet, and even before and after the Second World War. It makes sense to me that it will continue to be the case after AI.

Because our AI is “aggregate intelligence,” which includes artificial intelligence and betters it.

To be clear, we celebrate the innovation that this moment may represent. As we have collectively witnessed over and over during the past few decades, many players will try to take advantage of the newest advance in technology to improve their company and also to build new ones. By buying the market, you can have a piece of all the publicly traded companies.

And if we still haven’t convinced you, we asked ChatGPT, “Is it safer to trust the market price mechanism than rely on an AI model to find mispricing in stocks and bonds?”

Here’s what we got back the day we asked: “It is generally safer to trust the market price mechanism than to rely on an AI model to find mispricings in stocks and bonds. The market price mechanism is based on the collective actions of all market participants and incorporates all available information into asset prices. As a result, it is difficult for any single investor or AI model to consistently outperform the market by identifying mispricings.”

So if you don’t trust us, trust the AI that is telling you not to trust AI over the market.

Disclaimer

Rockwood Wealth Management, LLC (RWM), a Pennsylvania limited liability company, is a fee‐only wealth advisory firm specializing in personal financial planning and investment management. Rockwood Wealth Management, LLC, is a US Securities and Exchange Commission (SEC) Registered Investment Advisor. A copy of RWM’s Form ADV‐Part II is provided to all clients and prospective clients and is available for review by contacting the firm. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results.