Publication Type

Journal Article

Version

acceptedVersion

Publication Date

8-2019

Abstract

We present evidence of investors underreacting to the absence of events in financialmarkets. Routine-based insiders strategically choose to be silent when they possessprivate information not yet reflected in stock prices. Consistent with our hypothesis,insider silence following routine sell (buy) predict positive (negative) future return aswell as fundamentals. The return predictability of insider silence is stronger amongfirms with poor information environment and facing higher arbitrage costs, and alarge fraction of abnormal returns concentrates on future earnings announcements. Along-short strategy that exploits insiders’ strategic silence behavior generates abnormalreturns of 6% to 10% annually

Keywords

Insider Silence, Information Content, Underreaction, Return Predictability

Discipline

Finance and Financial Management | Portfolio and Security Analysis

Research Areas

Finance

Publication

Journal of Financial and Quantitative Analysis

Volume

54

Issue

4

First Page

1499

Last Page

1538

ISSN

0022-1090

Identifier

10.1017/S0022109018001059

Publisher

Cambridge University Press (CUP): HSS Journals

Copyright Owner and License

Authors

Additional URL

https://doi.org/10.1017/S0022109018001059

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