tiers Sentiment Thinking • 8 min read Introducing: SMA Heatmaps It’s time to introduce another new tool in the Sentiment Matters Toolbox. Over the past few years, I have…
members Sentiment Thinking • 10 min read Track Record One of my mantras is that sentiment analysis alone does not make an investment case. But good sentiment analysis can…
tiers Sentiment Thinking • 7 min read Tactical & Strategic Sentiment A question that comes up regularly in client conversations is not whether sentiment works, but when it works. Most investors…
public Sentiment Thinking • 2 min read • The Cherry-Picking Trap in Sentiment Analysis One of the most common behavioural pitfalls in investing is cherry-picking — focusing on the data that supports your existing…
public Sentiment Thinking • 1 min read • It’s Never Too Late to Try Something New That’s a great motto for food, travel, and experiences in general—but also for your career. After more than…