Jason Goepfert

Jason Goepfert (born November 1971) is an American researcher and columnist focused on the development of behavioral finance. Prior to founding Sundial Capital

Jason Goepfert
Jason Goepfert
BornNovember 1971 (1971-11) (age 54)
OccupationColumnist

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.

Early life

Goepfert was born in Grantsburg, Wisconsin. He was educated at Grantsburg High School, followed by the University of Minnesota Carlson School of Management where he was president of the freshman student council and member of the crew team.

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.

News Media

Goepfert is widely cited in U.S. financial media such as The Wall Street Journal[16], Bloomberg[17], The Financial Times,[18] The Economist,[19] The Washington Post,[20] Forbes,[21] The New York Times,[22] Reuters,[23] CBS News,[24] CNN,[25] FOX[26] and CNBC[27] and overseas publications such as Borsa & Finanza, Irish Times[28] and The Telegraph[29] for his outlook on markets or for background information on specific developments,[30] indicators,[31] or the general utility of using sentiment as a tool for investors.[32]

References

  1. ^ Steenbarger, Brett (2009). The Daily Trading Coach: 101 Lessons for Becoming Your Own Trading Psychologist. Hoboken, New Jersey: John Wiley & Sons. pp. 219. ISBN 978-0-470-39856-2.
  2. ^ "Independent Research Magazine". October 2015.
  3. ^ Goepfert, Jason (Spring 2004). "MTA Charles H. Dow Award". Market Technicians Association Charles H. Dow Award. Archived from the original on 2017-04-28. Retrieved 2017-04-10.
  4. ^ Market Technicians Association (2017). CMT Level I. Hoboken, New Jersey: John Wiley & Sons. pp. 90, 92. ISBN 978-1119222699.
  5. ^ Kirkpatrick, Charles (2016). Technical Analysis. Old Tappen, New Jersey: FT Press. pp. 103, 115. ISBN 978-0-13-413704-9.
  6. ^ Morris, Gregory (2014). Investing With The Trend. Hoboken, New Jersey: John Wiley & Sons, Inc. p. 281. ISBN 9781118508374.
  7. ^ 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.
  8. ^ Elder, Alexander (2014). The New Trading For A Living. Hoboken, New Jersey: John Wiley & Sons, Inc. p. 144. ISBN 978-1-118-44392-7.
  9. ^ Rechenthin, Michael (2013). "Stock chatter: Using stock sentiment to predict price direction". Algorithmic Finance. 2 (3–4): 169–196. doi:10.3233/AF-13025. SSRN 2380419.
  10. ^ Kirkpatrick, Charles (2011). Time the Markets. New York, New York: FT Press. p. 153. ISBN 978-0132931939.
  11. ^ Masonson, Leslie (2010). Buy--DON'T Hold: Investing with ETFs. New York, New York: FT Press. ISBN 978-0137045327.
  12. ^ Sipley, Richard (2009). Market Indicators. New York, New York: Bloomberg Press. pp. 45, 48, 49. ISBN 978-1-57660-331-4.
  13. ^ Qi, Min (Spring 2008). "Market Breadth, Trin Statistic, and Market Returns". The Journal of Investing. 17: 65–73. doi:10.3905/joi.2008.701962.
  14. ^ Williams, Larry (2005). Trade Stocks & Commodities With The Insiders. Hoboken, New Jersey: John Wiley & Sons, Inc. pp. 107. ISBN 978-0-471-74125-1.
  15. ^ Speth, William (February 2007). "Market sentiment indicator". United States Patent Office.
  16. ^ Dieterich, Chris (February 23, 2017). "This Rally Is Crazy But It's Nuts to Sell". The Wall Street Journal.
  17. ^ Wang, Lu (February 17, 2017). "Behind the Scenes, Investors Are Starting to Worry". Bloomberg.
  18. ^ Alloway, Tracy (August 2013). "'Hindenburg Omen' portends fiery crash". Financial Times.
  19. ^ Buttonwood (August 2005). "Measure for measure". The Economist.
  20. ^ Anderson, Thomas (August 2010). "How to profit by betting against the crowd". Washington Post.
  21. ^ Heimer, Matthew (December 2016). "Here's What 'Animal Spirits' Could Do to Stocks in 2017". Forbes.
  22. ^ Alster, Norm (January 2012). "How Often to Trade? It's Tricky for Funds, Too". The New York Times.
  23. ^ Ahmed, Saqib Iqbal (October 2015). "The skew view - the latest signal of stock-market doom?". Reuters.
  24. ^ Chang, Sue (April 8, 2017). "A conflicted stock market faces moment of truth as earnings loom". CBS Marketwatch.
  25. ^ Gongloff, Mark (August 2004). "Signs of surrender". CNN Money. Archived from the original on August 14, 2004.
  26. ^ Gray, Robert (February 2014). "Searching for Sochi Gold -- in Stocks". Fox Business.
  27. ^ Rosenberg, Alex (October 2014). "After October dip, stocks may be ready for a rip". CNBC.
  28. ^ O'Mahony, Proinsias (January 2017). "S&P 500 eyes ninth year of gains". Irish Times.
  29. ^ "'Fear and greed' index at lowest since financial crisis". The Telegraph. April 2011.
  30. ^ Sonders, Liz Ann (January 2017). "Rise Up: Dow 20k Fails to Thrill Individual Investors". Charles Schwab.
  31. ^ Kotok, David (August 2011). "Another Bullish Stock Market Indicator". Cumberland Advisors.[dead link]
  32. ^ Boroff, Philip (November 2015). "Does a Sotheby's Stock Dip Signal Trouble for the Wider Economy?". Artnet News.

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