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What Is a Bear Market?

Steven Levine, Founder of TickerPosts and OpenClassActions.com1 min readLast reviewed

A bear market is a broad, sustained decline in stock prices. The common shorthand is a drop of about 20 percent or more from a recent high in a major index, though market conditions are more nuanced than one number.

Bear market vs. one stock falling

A single stock can fall 20 percent because of company-specific news. That does not make the whole market a bear market. A bear market usually describes widespread weakness across a broad index or asset class.

That distinction matters. Company-specific declines call for company research. Broad market declines call for portfolio-level thinking.

Why bear markets happen

Bear markets can be tied to many forces:

  • Recession fears.
  • Falling earnings expectations.
  • Higher interest rates.
  • Credit stress.
  • Geopolitical shocks.
  • Valuations resetting after a strong period.

Often, several forces overlap. Investors may sell not because the present is already terrible, but because they expect future conditions to worsen.

How to respond calmly

A bear market is not a command. It is a condition to plan around. Review your time horizon, cash needs, diversification, and concentration risk. If you own individual stocks, reread the latest filings and decide whether the long-term thesis changed.

Avoid making a large decision only because prices are red. A written plan made before stress arrives is usually better than an emotional plan made during it.

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