Jason Goepfert (born November 1971) is an American researcher and columnist focused on the development of behavioral finance. Prior to founding Sundial Capital Research, he was the manager of back office operations for
Deephaven Capital Management, a Minnesota-based
hedge fund, and
Wells Fargo's online brokerage unit.
After attending the university and joining a large community and investment bank, he developed proprietary indicators based on activity in the margin and options accounts. Once he left the finance industry, he created a newsletter and accompanying website that has become a primary source for investors looking for information related specifically to the objective measurement of sentiment data and education of investors.[1]
Career
Goepfert founded Sundial Capital Research as a conduit for his research into
behavioral finance. He consulted for numerous prominent hedge funds and Wall Street banks before creating a retail product and contributing to broadcasts for U.S. and overseas financial publications, radio and television on the
CNN,
Fox and
CNBC networks.
He has been interviewed or profiled in publications such as Traders, Stocks, Futures & Options, Futures and Independent Research magazines[2] and spoken at numerous industry conferences for organizations such as the Market Technicians Association, National Association of Active Investment Managers and Minyanville Media.
In 2004, Goepfert was awarded the Charles H. Dow Award for excellence in the field of
technical analysis by the
Market Technicians Association. In the weeks after the award was given, a member of the MTA noticed that the work was similar to that of Norman Fosback in the 1970s. A subsequent investigation revealed that neither Goepfert nor members of the award committee were aware of Mr. Fosback's work. The committee determined that the paper still advanced the field of technical analysis and investor sentiment, so a revised version of the paper was released, and the MTA changed the way that the award is reviewed in order to increase the likelihood that a committee member would be familiar with prior work in the field that is not necessarily widely published or cited.[3]
Publications
Goepfert has been credited for advances in the fields of
technical analysis or behavioral finance in a number of published books, academic journals and news media.
Books and Journals
2017: Chartered Market Technician, on the application of tracking general investor sentiment for market professionals.[4]
2016: Technical Analysis, on the use of granular data for the construction of popular indicators such as the put/call ratio.[5]
2014: Investing With The Trend, on recognizing the importance of market regimes in the application of sentiment data.[6]
2014: Financial Tracker, on the potential for Twitter as a source of social sentiment.[7]
2014: The New Trading For A Living, on the value of watching penny stock volume.[8]
2013: Algorithmic Finance, on the potential for Twitter for algorithmic finance[9]
2011: Time The Markets, on the application of cash balance as a reflection of sentiment.[10]
2010: Buy, Don't Hold, on the application of ETF data as a new tool.[11]
2009: Market Indicators, on using penny stock volume and mutual fund cash positions.[12]
2008: The Journal of Investing, on the use of market breadth in a time of structural change.[13]
2005: Trade Stocks & Commodities With The Insiders, on a way to use the data for stock index futures.[14]
Patents
In 2007, he was used as a source in a patent filing[15] for a unique way to monitor and express options trading activity. The patent was for a way of calculating and displaying the sentiment of options traders based on their opening transactions, and was based in part by a methodology outlined by Goepfert in a prior publication.
^Goepfert, Jason (Spring 2004).
"MTA Charles H. Dow Award". Market Technicians Association Charles H. Dow Award.
^Market Technicians Association (2017). CMT Level I. Hoboken, New Jersey: John Wiley & Sons. pp. 90, 92.
ISBN978-1119222699.
^Kirkpatrick, Charles (2016). Technical Analysis. Old Tappen, New Jersey: FT Press. pp. 103, 115.
ISBN0-13-413704-3.
^Morris, Gregory (2014). Investing With The Trend. Hoboken, New Jersey: John Wiley & Sons, Inc. p. 281.
ISBN9781118508374.
^S´anchez-Rada, J. Fernando (Summer 2014). "A Linked Data Approach to Sentiment and Emotion Analysis of Twitter in the Financial Domain". t Financial Twitter Tracker.
^Elder, Alexander (2014). The New Trading For A Living. Hoboken, New Jersey: John Wiley & Sons, Inc. p. 144.
ISBN978-1-118-44392-7.
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