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Ortiz might see similarities, but the two teams have taken different journeys to this point. Boston used relentless bats while the Cardinals featured a stingy pitching staff, setting up a showdown of baseballâ?™s only two 97-win teams.
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Concerns over the Fed's policies, however, can only go so far in explaining outflows from PIMCO Total Return. The other piece of the puzzle is that Total Return has long been something of a bandwagon investment, a destination for "hot" money supplied by investors who are chasing returns by piling into popular funds under the assumption that strong past performance guarantees future success.
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Both exemplify a tendency called the bullwhip effect. First demonstrated in the 1960s by researchers at MIT, groups of students would act as a supply chain for a beer company, but only one group would actually see customer demand. The remainder of the teams would see the other suppliers and attempt to react to what the other suppliers were doing. Because of the lack of information and communication, minor changes in demand would cause enormous oscillations in supply. Graphed out, these oscillations looked a lot like a bullwhip does when it’s cracked, with each oscillation getting larger over time.
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Schulte, who also teaches at the University of Science and Technology in Hong Kong, is among a growing number of independent analysts challenging the overly optimistic ratings that the sell side analysts often give to the companies they cover.
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