As a neuroscientist I found this especially surprising, because according to all classic theories of learning when expectations are not met, we alter them.

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When high expectations are not met, the tension and anxiety on the long drive home can be overwhelming.

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That may not be particularly rough for a stock up more than 44% over the last 12 months, but it is an indicator of the high expectations the market has for housing-related stocks after a big 2012, and the potential pain when those expectations are not met.

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