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However, our data allow us to decompose patterns in trading into deeper underlying patterns in attention i. e. , the demand for information and in what we call conditional trading. Conditional tradingwhich we measure as the daily fraction of logged in accounts that also tradeis an attention adjusted measure of the decision to trade. In other words, it measures trading after controlling for the decision to pay attention. Using this decomposition, we find that nonmonotonicities and nonlinearities in trading relating to lagged returns are due to opposing patterns in attention and conditional trading. Conditional trading is generally decreasing in lagged returns, whereas attention is increasing for a wide range of lagged returns. trading and news media stock market coverage are positively correlated due to both attention and conditional trading. attention and conditional trading move in opposite directions with the VIX, with the net effect on trading being ambiguous. These findings suggest new insights into the behavioral drivers of trading. For example, the increased conditional trading in down markets is consistent with bargain hunting and stop loss strategies but is inconsistent with trading based realization utility bursts.

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