Disqus - Latest Comments for zerobeta

Re: in which Downtown Josh Brown destroys the 1999 comparison

zerobeta — Fri, 17 May 2013 17:05:06 -0000

Great post

Re: The Stocktwits ‘Sentiment’ Machine – Social Momentum & Sentiment Data (beta) Live on StockTwits

zerobeta — Fri, 30 Nov 2012 10:17:03 -0000

Yes. our past data is pretty limited so we figured this would be the simplest way to show how big a move is across many stocks. Our data is very young and as we get more past data we can start to use more statistical based measures. Charts are planned and based on user feedback is the next place we will build out.

Re: The Stocktwits ‘Sentiment’ Machine – Social Momentum & Sentiment Data (beta) Live on StockTwits

zerobeta — Fri, 30 Nov 2012 10:08:06 -0000

yes because the biggest sentiment move would be from 100% bullish (+100%) to 100% bearish (-100%) and vice versa which would equate to a +/- 200% move. So thats a big bearish move.

Re: The Stocktwits ‘Sentiment’ Machine – Social Momentum & Sentiment Data (beta) Live on StockTwits

zerobeta — Fri, 30 Nov 2012 09:58:50 -0000

Great feedback. We agree 100%. Graphs are likely the next step. As for your comment. Sentiment can range from +100% (100% bullish) to -100% (100% bearish). So when you see a change it is in percentage points somewhere along that line. We put change in because since we didn't have a graph and some stocks have underlying biases, we've found change to be most useful in looking at the data from day to day and week to week.

Re: Pics from the Book Party | The Reformed Broker

zerobeta — Wed, 28 Mar 2012 19:24:59 -0000

Wish I was there

Re: Kindness and the Sexual Mating of Ideas

zerobeta — Wed, 11 Jan 2012 17:59:47 -0000

Nice Post

Re: Top 10 Ben & Jerry’s Occupy Wall Street Flavors | The Reformed Broker

zerobeta — Mon, 10 Oct 2011 15:15:40 -0000

Phish Food?

Re: Blink and You’ll Miss a Revolution | The Reformed Broker

zerobeta — Tue, 13 Sep 2011 16:25:23 -0000

Seeing them in October. You should make the trip

Re: How Not To Start A Relationship

zerobeta — Wed, 01 Jun 2011 13:52:53 -0000

Fantastic book.

Re: Technological Revolutions And Financial Capital

zerobeta — Tue, 24 May 2011 10:36:33 -0000

Great book. Sean Park first turned me onto it. Very relevant today.

Re: It’s Tough Being Google Justin Paterno

zerobeta — Mon, 11 Apr 2011 17:26:00 -0000

Test Comment

Re: Marketing

zerobeta — Fri, 25 Feb 2011 21:30:54 -0000

Nice post Fred. One thing that struck me while reading it, and that you hinted at in your post is the disruptive nature of the social web in regards to marketing. Social services such as Twitter and Facebook have substantially lowered the cost of marketing for great products dramatically and we're seeing the effects now in the recent surge of new, consumer web products. This effect should not be ignored.

Re: What Does the Launch of FTtilt Tell Us About the Future of Emerging Markets? Justin Paterno

zerobeta — Wed, 16 Feb 2011 17:08:42 -0000

Hey Hondo,

Thanks for checking me out. Sure it has to do w/ FT getting more subscribers and more revenue but I do think an investment in information in the emerging markets is big.

I disagree with your example about Jim Cramer being noise. Why does the stock move? Because people think other people are going to move in/out of the stock. It's not a long term signal or very good but it surely is some sort of information moving into prices. Money is moving in on the information that dumber money is going to flow in as well.

Re: Anatomy Of A Pirate

zerobeta — Tue, 08 Feb 2011 11:41:37 -0000

I had a similar experience. Big Friday Night Lights Fan. If you follow the show, they have some weird exclusive w/ DirectTV in the fall before it plays on NBC in the spring. This exclusive must not include the ability to buy it on iTunes or Amazon because I searched far and wide but came up empty. Resulted to watching it on Megavideo.

I was willing to give someone $30 but they wouldn't/couldn't take it. It's absolutely retarded.

Re: Obituary 2.0: Remembering the Dead, Digitally

zerobeta — Fri, 21 Jan 2011 12:32:30 -0000

They should have named it dead.ly

Re: What Does the Launch of FTtilt Tell Us About the Future of Emerging Markets? Justin Paterno

zerobeta — Wed, 12 Jan 2011 09:39:12 -0000

My editor is so fired. Apologies! :)

Re: Introducing Stock Following and the Home Stream StockTwits Blog

zerobeta — Thu, 21 Oct 2010 12:03:08 -0000

Well the stocks you follow go into your home stream along with the people you follow. Are you looking for a seperate stream from that for just the stocks? If you just want to just follow people you still have the friends stream:

http://stocktwits.com/strea...

Re: Stocktwits Raises Series C Round

zerobeta — Tue, 19 Oct 2010 10:43:51 -0000

Do they even make $4 million dollar pokemon cards?

Re: The StockTwits iPhone App is Here! StockTwits Blog

zerobeta — Tue, 12 Oct 2010 08:33:35 -0000

Thanks for the heads up. We'll look into it.

Re: Sometimes It’s Just a Black Duck The Reformed Broker

zerobeta — Wed, 29 Sep 2010 08:42:51 -0000

The last black swan was The Reformed Broker. Everyone else is mere pheasants.

Re: Going Beyond the Statistics: A Look at the $PHYS Premium Justin Paterno

zerobeta — Fri, 24 Sep 2010 00:04:24 -0000

Absolutely. Although I don't think it's as likely given the nature of the investment and the investors, but I could be wrong.

Re: The “China” Bubble Justin Paterno

zerobeta — Wed, 15 Sep 2010 09:07:01 -0000

Yup, didn't even see that till after the post. Big Trouble in Little China ;)

Re: The Rosenberg Indicator? Justin Paterno

zerobeta — Mon, 13 Sep 2010 15:17:26 -0000

John, I said in the post that it's not a clear contrarian indicator. I mentioned that the spike in 2008 was definitely NOT contrarian.

It's definitely not a knock on Rosenberg, but on confirmation-seeking amongst the crowd. When people are bearish they will search for a bearish analyst. Media knows that and will publish pieces by bearish analysts, which perpetuates the trend.

Just some different data to look at and think about that's all.

Re: The Rosenberg Indicator? Justin Paterno

zerobeta — Thu, 09 Sep 2010 14:39:50 -0000

Yeah haven't read his piece that is getting passed around today, but agree. As long as there are market cycles, its easier to index to one mindset and feed when the eating's good.

Cramer's trend chart has too many outliers (such as the John Stewart interview). Another interesting one is Ken Fisher who just is in one big secular downtrend:

http://google.com/trends?q=...

Re: My Condolences to the Currency Professional The Reformed Broker

zerobeta — Thu, 02 Sep 2010 08:46:14 -0000

Mandelbrot in "Misbehavior of Markets" presents the opposite of this argument - that there is not nearly enough foreign exchange volume to support all the derivatives we have created. He writes about Richard Olsen (who helped start the forex movement so obviously can be taken w/ a grain of salt)

Olsen's quote (from 2006):

"The world economy is like your body. Your heart pumps six liters of blood a minute, and so if you weight eighty kilos it would take about fifteen minutes to pump your body's weight. By that analogy, the world foreign exchange market should be transacting $40 trillion every ten minutes. Today we do $1 trillion or so in twenty-four hours. My claim is the global economy is close to a heart attack."

Obviously he's talking his book, but he was right about the whole heart attack thing. Def a book worth a read.