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Herd-Behaviour Mispricing Hunt

Markets are mostly rational; opportunity hides in the rare moments they aren't.

Problem it solves

finding repeatable trading edges

Best for

Active investors and quant researchers building trading signals around abnormal market events

Not ideal for

Buy-and-hold investors with no interest in short-term market dislocations

Overview

Why this framework exists

Boyle's working assumption is that markets are rational most of the time — which is why edges are rare. The exception comes when something strange happens: a covenant breach, a forced delivery, a flash crash. In those moments investors fall back on instinct, herd behaviour kicks in, and prices dislocate.

The framework is to hunt for those moments deliberately. You're not predicting the future; you're cataloguing the conditions under which rational pricing breaks down and positioning for the snap-back.

It's a quant approach grounded in behaviour: the data-driven version is letting the computer find the dislocations. The behaviour-driven version is anticipating them.

Core principles

5 total
  1. Markets are rational most of the time.
  2. Strange events trigger herd behaviour, and herd behaviour creates mispricing.
  3. Repeatable trading ideas live in repeatable kinds of dislocation.
  4. A computer finds dislocations you wouldn't notice; a human explains why they happen.
  5. Liquidity and tax efficiency determine whether a signal is tradeable.

Steps

5 steps
  1. Catalogue strange events
    Build a database of moments when markets did something extreme — gaps, breakdowns, forced flows, regulatory cliffs. The negative oil futures of April 2020 is a canonical example.
    Pro tipTag each event by its mechanism (storage, leverage, liquidity, index rebalance) so you can group future analogues.
  2. Find the mechanism, not just the move
    Negative oil prices weren't about oil's value — they were about a storage shortage at Cushing during COVID. Identify the mechanical or structural cause, otherwise you're chasing noise.
    WarningIf the only explanation is 'sentiment changed' you don't have a mechanism, you have a story.
  3. Test for repeatability
    Search history for the same mechanism appearing in other instruments, eras, or asset classes. A one-off is a story; a pattern is a signal.
  4. Filter for tradability
    Apply liquidity and tax filters. Boyle prefers index futures because they're liquid enough to absorb size and tax-efficient in the US. A signal you can't trade at scale is academic.
  5. Define the snap-back trigger
    Specify exactly what condition resolves the dislocation (storage capacity returns, forced sellers exhaust, index reconstitution completes). Without an exit, you're holding a thesis instead of a trade.

Checklist

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Examples

2 cases
Negative oil prices, April 2020

WTI futures went negative because oil had to be delivered to Cushing, Oklahoma, but tanks were full thanks to COVID-grounded planes and parked cars. The cost of storage exceeded the value of oil. Boyle made his first 'big' video explaining this.

OutcomeA textbook example of mechanism-driven dislocation: storage capacity, not value, drove the price.
MicroStrategy chart over decades

Boyle points to a long-term MicroStrategy chart spanning the dot-com bubble through to its current incarnation as a Bitcoin-treasury vehicle. The crypto-era pump looks calmer than the original 1999-2000 spike.

OutcomeUseful base rate for what 'extreme' really looks like — and a reminder that today's extremes echo earlier ones rather than exceeding them.

Common mistakes

3 traps
Treating every move as opportunity
Most price movement is information being absorbed correctly. Trying to fade rationality is how amateur traders blow up.
Mistaking a story for a mechanism
If you can't point to a structural reason — storage, leverage, regulation, index rules — you're just bolting a narrative onto a chart.
Ignoring liquidity
Many real dislocations occur in instruments too thin to trade. The signal works in theory and is unprofitable in practice.

Origin story

How this framework came to be

Boyle tried both directions. He started with behavioural ideas — predicting how people would react in a given setup — and tested them. He also threw a computer at price data to see what dislocations it pulled out. The data-first approach worked better for him, but both flow from the same insight: edges live where rationality breaks. His video on negative oil prices in April 2020 is a vivid example of cataloguing a 'something strange just happened' moment.

Source

Traced to primary
Source · PODCAST
The Truth About Investing
Patrick Boyle · 2024
Open source →

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