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Lessons from the 1929 Stock Market Crash

Apr 8, 2025

Notes on the 1929 Stock Market Crash

Overview

  • The lecture discusses the causes, events, and aftermath of the 1929 stock market crash, highlighting misconceptions about its nature and impact on the economy.

Key Points

Psychological Factors

  • There was a prevailing sense of limitless expansion and success in the 1920s.
  • The crash is often referred to as an "airborne collapse," suggesting that it was unexpected since it felt like the economy had never truly launched.

Economic Context of the 1920s

  • The 1920s witnessed significant prosperity, especially in urban areas, despite the struggling farming industry.
  • Many believed the U.S. economy had reached a new plateau of prosperity, with no signs of decline.

Signs of Trouble

  • Leading up to the crash, there were alarming signs:
    • Rising unemployment.
    • Decreased automobile sales and department store revenues.
    • Record failure rates in farms.
  • Despite these signs, optimism persisted in Wall Street.

Excess Speculation

  • The crash was attributed to excessive speculation that disconnected Wall Street from the real economy.
  • An anecdote about Bernard Baruch illustrates that when untrained individuals begin giving stock tips, it may be a sign to exit the market.

The Crash Unfolds

  • Key Dates:
    • October 23, 1929: Initial panic selling began with significant drops in stock prices.
    • October 29, 1929 (Black Tuesday): A massive sell-off occurred, with no intervention to stabilize the market.
  • The collective mood shifted from optimism to fear as stock prices plummeted.

Immediate Aftermath

  • On Black Tuesday, stock prices collapsed, leading to panic on the trading floor.
  • $10 billion was wiped out in just a few hours; crowds gathered outside the stock exchange in disbelief.
  • An initial rescue attempt by bankers was made, but was later retracted, leading to further declines.

Long-Term Consequences

  • The market lost $4 billion in one day, totaling over $30 billion for the week.
  • Small investors who bought stocks on margin were particularly hard hit, losing life savings and homes.
  • Some financiers remained optimistic, predicting a swift recovery.

Cultural Impact

  • The crash is remembered as a significant event in American history, closely associated with the Great Depression.
  • Although the crash and the Depression were not directly linked, the crash marked a stark transition from prosperity to economic hardship.

Conclusion

  • The 1929 crash serves as a pivotal moment in American economic history, reflecting the dangers of speculation and herd behavior in financial markets.