Founded
2001
Focus
U.S. Capital Market Equities, Options, Commodities & Bonds
Solutions
Research & Analysis, Tools and Strategies
Specialization
Market Sentiment, Market Breadth,
Trend-Following, Price Pattern, Seasonality, Macroeconomic Conditions

About SentimenTrader

SentimenTrader, operated by Sundial Capital Research, has been a trusted ally for institutional investors, financial advisors, and retail traders for over 20 years. Built on a foundation of data-driven research, our institutional-grade research reports and state-of-the-art technology decision support tools empower clients with the competitive advantage necessary to make well-informed decisions.
The analysis and insights offered by our esteemed analysts have influenced financial perspectives in major global publications and media outlets like The Wall Street Journal, Bloomberg, Barron's, The Economist, Reuters, and CNBC.
Since our inception in 2001, we've evolved from primarily providing research reports to embracing a tech & data-centric approach.
We equip investors with a comprehensive suite of over 3,000 classic and proprietary sentiment, as well as technical indicators. Complementing this, our user-friendly, event-based backtesting engine enables easy strategy validation without the need for any coding skills.
We continuously enhance our ML-assisted, machine-driven suite of solutions, solidifying our status at the industry forefront. With a strong belief in 'Analysis Over Emotion', we equip subscribers to make informed, strategic trading decisions based on data-driven insights. Explore our journey and join us in shaping the future of financial analytics.
Our dedication to leading-edge technology achieved a major milestone in 2023 with the introduction of ML-powered investment tools.

Meet Our Team

At the heart of SentimenTrader's premium market insights are three key individuals. Our dedicated analysts apply their extensive market knowledge to craft comprehensive research reports that set us apart. Meanwhile, our Chief Information Officer uses his expertise to maintain and enhance our technological capabilities, ensuring that you have access to the most advanced tools in the industry. Meet the minds helping to shape your trading and investment success:
Hao Hu
Chief Information Officer
Learn more
Dean Christians, CMT
Senior Research Analyst
Learn more
Jay Kaeppel
Senior Research Analyst
Learn more
Jason Goepfert
Senior Research Analyst
Learn more
Jason Goepfert

Founder, Chief Research Analyst

  • Founder of SentimenTrader
  • 20+ years of sentiment and market analysis
  • Data-driven research
  • Long-term growth and short-term opportunities

Since 2002, Jason Goepfert has been a leader in his unique approach to analyzing the financial markets. Using data-driven sentiment research, Jason helps investors make unbiased and informed decisions.

Over the past 20 years, Jason has amassed an online following of more than 220k, 20,000 newsletter subscribers and hundreds of media mentions in top financial outlets, including Bloomberg, Forbes, Wall Street Journal and others.

Jason's emotion-free analysis of emotional trading has made him a go-to for investors of all backgrounds, helping casual investors as well as seasoned advisors keep their cool during all kinds of market conditions.

Hao Hu

Chief Information Officer

  • 20+ years of rich software development and management experience

Hao Hu, the Chief Information Officer (CIO) at SentimenTrader, brings a fusion of over 20 years of rich software development and management experience, strategic acumen, and passion for artificial intelligence. His strategic prowess is honed not just in the realm of technology but also on the GO game board, an ancient strategy game that he credits for his hyper-focused approach.

In the realm of GO, Hao is a strategic force to reckon with. His dedication to the game helps him clear his mind and shifts his thinking into hyper-strategic drive, a skill that translates into his work at SentimenTrader. Hao's fascination with GO extends beyond the game board, serving as the root of his interest in artificial intelligence, and inspiring him to develop SentimenTrader's advanced, machine-driven investment tools.

In his pivotal role as CIO, Hao strategically applies technology within our organization, supervising the continuous enhancement of our technology systems. He guides the application of innovative technology approaches, integrating machine learning and artificial intelligence to create novel signals and systematic strategies. Leading a proficient team of full-time developers and data analysts/scientists, Hao's leadership, vision, and strategic application of technology are instrumental to SentimenTrader's success, and more importantly, to the success of our subscribers.

Dean Christians, CMT

Senior Research Analyst

  • 20+ years as a Wall Street trader at an institutional money management firm
  • Coder, indicator and system designer
  • Specializes in building signals and models to monitor the financial markets
  • Top-down and bottom-up research approach

As a Senior Research Analyst at SentimenTrader, Dean Christians draws upon his extensive background in trading and research to craft the ModelEdge Report. Dean's edge lies in his coding proficiency, allowing him to design and construct custom trading signals and models.

Utilizing an evidence-based approach to market analysis, the ModelEdge Report delivers insights and actionable ideas driven by data rather than the latest narrative.

In his previous role, Dean amassed over two decades of experience at an institutional money management firm, gaining invaluable knowledge in trading, research, and portfolio management.

Through his research and analysis, Dean empowers investors with the information they need to make informed decisions, navigate market trends, and capitalize on opportunities.

Jay Kaeppel

Senior Research Analyst

  • 15+ years as a money manager
  • Extensive career as a financial author and educator
  • Specializes in analyzing stocks, ETFs, options, futures and seasonality
  • Background includes trading software development

Jay has over 15 years as a money manager, both as a commodity trading advisor and as a registered investment advisor managing a traditional stock and bond portfolio. Jay also has an extensive background in writing and education regarding the financial markets. He is the author of four books on trading, and he has published over 30 articles in Technical Analysis of Stocks and Commodities Magazine and various other investment publications.

Jay’s readers trust him to deliver clear and actionable insights on stocks, ETFs, commodities, options, futures and seasonality. His well-rounded analysis ensures that no opportunity is missed in the financial markets.

In addition to holding leadership analyst roles at multiple firms, Jay co-developed trading software that was voted “Best Option Trading System” six consecutive years by readers of Technical Analysis of Stocks and Commodities Magazine.

Jay is frequently asked to speak at trading seminars and is known as a knowledgeable and articulate expert with the ability to break down complex topics into clear and actionable ideas.

In the News

Delve into instances where reputable media outlets have amplified our analysts' insights. From budding enthusiasts to seasoned market watchers, see how the press has underscored our influence in the Financial Markets.

High-yield bonds gain momentum in 'rare' way that's historically positive for stocks, according to SentimenTrader

In a recent analysis, SentimenTrader's Dean Christians highlighted a rare breadth thrust signal from risky corporate bonds, historically preceding S&P 500 gains despite negative sentiment.
By Christine Idzelis, MarketWatch
April 29, 2025 at 12:00 AM UTC

Stock-market bulls are cheering a rare technical signal. Here's how it works.

In a recent report, SentimenTrader's Dean Christians warned of overextended utilities, noting a downside reversal. He also noted thrust signals in downtrends often precede market reversals and higher prices, though tariff uncertainty may bring volatility.
William Watts, MarketWatch
April 25, 2025 at 12:00 AM UTC

A 'bear killer': The stock market's fear gauge is flashing signs of major stock gains ahead

In a recent analysis, SentimenTrader's Jason Goepfert, noted the VIX's sharp drop triggered a "bear killer" signal—historically bullish. This occurs when the VIX surges above 50, then closes below 30, signaling strong forward returns for stocks.
Matthew Fox, Business Insider
April 23, 2025 at 12:00 AM UTC
View All

TESTIMONIALS & CLIENT SUCCESS STORIES

Don't just take our word for it. Hear firsthand how SentimenTrader has empowered traders and investors of all levels. From beginners finding their footing to seasoned professionals seeking an edge, see how our insights have made a difference.
| Testimonials
Liz Ann Sonders
Chief Investment Strategist
{SentimenTrader.com’s Smart Money / Dumb Money Confidence} is one of my favorite sentiment indexes…
Charles Schwab & Co., Inc
Tony Dwyer
U.S. Portfolio Strategist
Without question, SentimenTrader.com is the best value on the web. Jason’s analysis enables traders/investors to understand and take advantage of stock market behavior.
Canaccord Genuity
Dr. Alexander Elder
Author, Trading for a Living
Jason Goepfert who runs SentimenTrader is a hard worker, always looking for new angles from which to read the mass mind. If you are interested in how mass psychology affects the markets and the signals it generates, I suggest you follow the link below. Needless to say, I receive zero compensation for this recommendation — I mention this only as a service to you.
spiketrade.com
Stuart Walton
General Partner
Hands down the best value on the Street…thanks for making my job easier. Really like your style and your service.
Trek Capital Mgmt., LLC
Keith Richards
Portfolio Manager
I believe that SentimenTrader is one of the best analytical tools out there, giving traders a genuine edge in today’s uncertain markets. Jason provides a full list of sentiment and breadth indicators along with instructions for their interpretation. He also sends subscribers a daily emailed newsletter that I consider worth the subscription cost by itself.
ValueTrend Wealth Management
Fari Hamzei
Founder
Jason Goepfert’s SentimenTrader daily report is in a class by itself. Over the years, the data and analysis provided by this publication have proved insightful to me in my own analysis of the market — helping me maintain my top ranking nationally as a market timer with Timer Digest. This is the first time I have endorsed a market letter, and I am pleased to do so.
Hamzei Analytics, LLC
Don Hays
President
Jason Goepfert, President and CEO of Sundial Capital Research, is…a statistician par excellence…I would suggest that you try this service in your personal repertoire.
Hays Advisory Group
Dr. Brett Steenbarger
Psychologist and Author
Other sites that I find helpful for putting data together into a big picture view include…SentimenTrader. Lots of good…indicators are followed on the site.
brettsteenbarger.com
Dan Fitzpatrick
Founder
SentimenTrader is a unique and very valuable resource that I use to help me get a handle on what’s really going on.
Stock Market Mentor
Todd Harrison
Founder and CEO
I’ve never seen such a unique and skilled approach to sentiment and its financial applications.
Minyanville
Jeffrey Saut
Chief Investment Strategist
SentimenTrader.com is an always insightful website.
Raymond James
Larry Williams
Trader and Author
Awesome work…
ireallytrade.com
Don Hays
President
If you are really into a huge and broad examination of a very wide and divergent array of market analysis...I would suggest that you try this service in your personal repertoire.
Hays Advisory Group
Gary B. Smith
Fox News Contributor and Hedge Fund Manager
One of the best “stats” men on the market is Jason Goepfert. He has a nifty site at SentimenTrader.com, and is a master at looking at data to see if it has any usefulness in predicting future market moves.
brettsteenbarger.com
Traders-mag.com
Finally there is a website where sentiment data is taken seriously and presented thoroughly and concisely. This is no doubt the most complete and accurate collection of sentiment data on the web.
Dr. Steve Sjuggerud
Founder and Editor
I highly recommend SentimenTrader.com. I personally subscribe to it, and have for years.
True Wealth, Daily Wealth, Sjuggerud Confidential
Jared Dillian
Former head of ETF trading at Lehman, Publisher of Daily Dirtnap, author of Street Freak and 10th Man
SentimenTrader does some good work.
Art Cashin
Director of Floor Operations
Sharp-eyed...a dispassionate and respected market veteran.
Barry Ritholtz
co-founder and chief investment officer of Ritholtz Wealth Management LLC
We need to find more objective ways to view and measure sentiment. That is why I find Jason Goepfert’s SentimentTrader website so intriguing. He follows an extraordinary number of indicators that track investor sentiment.
Josh Brown
Chief Executive Officer
SentimenTrader is pretty influential among people who watch things like market internals.
Ritholtz Wealth Management LLC
Walter Deemer
Founding member of CMT Association
If you want someone to monitor all the sentiment indicators for you, Jason Goepfert is your man.
Author of Deemer on Technical Analysis
JC Parets, CMT
Founder
Sentiment is one of the most important tools we have as technicians. There is a lot of data out there and I think SentimenTrader does the best job of compiling it all and making it available for both professional and retail investors.
All Star Charts
Andrew Thrasher, CMT
Portfolio Manager & Founder
Through my studying for the Chartered Market Technician designation I learned more of the importance of sentiment data. SentimenTrader is the gold-standard in my opinion for curating all that is sentiment, from surveys, to fund flows, to proprietary data sets, to COT data, they have it all. Each morning I make a point to read their daily newsletter and often learn something new about a market move I wouldn’t have been able to read about anywhere else.
Thrasher Analytics
Bill Fleckenstein
Fleckenstein Capital
'ason’s unique blend of daily market analysis and historical precedent provides readers with a balanced technical view of the market at a very fair price.
Fleckenstein Capital
Napatree Capital
We’ve been subscribing to SentimenTrader for many years. Jason Goepfert and his team do a great job of disseminating investor behavior.
Phelps Salter
Retired RIA
In my fifty-year professional career in the investment business (stockbroker, trust investment officer, and the last forty years as a Registered Investment Adviser), I have always placed investor sentiment very high in my decision-making process. SentimenTrader fits the bill perfectly! Thank you, Jason, for producing such a valuable investment service; keep up your great work.
Client Prior to 2018
Adam Koós
RIA Wealth Management Advisor
I've been using SentimenTrader for years... YEARS. I analyze a plethora of charts on a weekly basis, but I don't have the time to crunch data in the way they do, which also happens to be in a manner that is both informative and make sense. I've unsubscribed from several resources over the years, but I can never bring myself to turn off the switch on ST. There's just too much value for the cost.
Client Prior to 2018
Paul C
Asset Management Consulting
SentimenTrader is a fantastic resource for traders. Researched and written by professionals with distinct and complementary views of the market, it provides not only timely information on the state of various markets but also a plethora of tools, indicators, and strategies to dig as deep as you want. Highly recommended.
Client Since 2020
Bruno Estier
Financial Market Technical Analyst
Very good analysis.
Client Prior to 2018
Simon Maierhofer
Financial Newsletter Writer
SentimenTrader has set the standard for a fact-based approach to investing.
Client Prior to 2018
Elliott Wave Principal
...SentimenTrader is a great resource that gives me a comprehensive take on the status of market sentiment at any point in time.
Client Prior to 2018
Ziad N
Hedge Fund Trader
A lot of stock market myths have been dispelled thanks to SentimenTrader!
Client Prior to 2018
Stephen Shipman
Long/Short Institutional Investor
Having been an institutional investor for forty years, I know that SentimenTrader.com is THE essential sentiment tool to have in your toolbox.
Client Prior to 2018
Peter Nitsche
I appreciate the richness of data provided.
Client Prior to 2018
Christopher E
Professional Trader
I have been a subscriber to SentimenTrader for many, many years. I thoroughly recommend the service to any trader.
Client Prior to 2012
Professional Trader
Professional Trader
Sentiment, hedgers data, and seasonality are absolute essentials for any serious analysts or professional traders out there, in my humble view.
Client Prior to 2018
Casual Retail Trader
As a long time SentimenTrader subscriber, I really find value in your service. Your insights are unique and timely.
Client Prior to 2018
William S
Retired CIO
Excellent, balanced research product.
Client Prior to 2018
Frank C
Casual Retail Trader
Very easy-to-use, informative research tool. I would not want to manage my portfolio without the tools and research provided.
Client Prior to 2018
Serious Retail Investor
Worth every penny. Provides insights into sector and market direction.
Client Prior to 2018
Douglas D
Casual Retail Trader
These guys will keep you on the right side of the market. All data, no emotions or BS. The research they provide has helped alleviate the fear and anxiety that come with trading and investing.
Client Since 2019
Aongus F
Non-Casual Retail Investor
Brilliant, pertinent information on what's going on in the markets. Helps with the big picture. Thank you.
Client Since 2019
Casual Retail Trader
I read SentimenTrader every day; and always check in before making any investment decision.
Client Since 2020
Michael Dollar
CIO
I have used SentimenTrader for a very long time. Jason's work in 2009 helped our performance tremendously.
Client Prior to 2018
Professional Trader
SentimenTrader provides a large amount of high-quality reports and tools, as well as data, which are especially helpful for people who manage funds and conduct economic research.
Client Since 2020
Tony Dwyer
U.S. Portfolio Strategist
Without question, SentimenTrader.com is the best value on the web. Jason’s analysis enables traders/investors to understand and take advantage of stock market behavior.
Canaccord Genuity
Dr. Alexander Elder
Author, Trading for a Living
Jason Goepfert who runs SentimenTrader is a hard worker, always looking for new angles from which to read the mass mind. If you are interested in how mass psychology affects the markets and the signals it generates, I suggest you follow the link below. Needless to say, I receive zero compensation for this recommendation — I mention this only as a service to you.
spiketrade.com
Keith Richards
Portfolio Manager
I believe that SentimenTrader is one of the best analytical tools out there, giving traders a genuine edge in today’s uncertain markets. Jason provides a full list of sentiment and breadth indicators along with instructions for their interpretation. He also sends subscribers a daily emailed newsletter that I consider worth the subscription cost by itself.
ValueTrend Wealth Management
Fari Hamzei
Founder
Jason Goepfert’s SentimenTrader daily report is in a class by itself. Over the years, the data and analysis provided by this publication have proved insightful to me in my own analysis of the market — helping me maintain my top ranking nationally as a market timer with Timer Digest. This is the first time I have endorsed a market letter, and I am pleased to do so.
Hamzei Analytics, LLC
Don Hays
President
Jason Goepfert, President and CEO of Sundial Capital Research, is…a statistician par excellence…I would suggest that you try this service in your personal repertoire.
Hays Advisory Group
Don Hays
President
If you are really into a huge and broad examination of a very wide and divergent array of market analysis...I would suggest that you try this service in your personal repertoire.
Hays Advisory Group
Gary B. Smith
Fox News Contributor and Hedge Fund Manager
One of the best “stats” men on the market is Jason Goepfert. He has a nifty site at SentimenTrader.com, and is a master at looking at data to see if it has any usefulness in predicting future market moves.
brettsteenbarger.com
Traders-mag.com
Finally there is a website where sentiment data is taken seriously and presented thoroughly and concisely. This is no doubt the most complete and accurate collection of sentiment data on the web.
Barry Ritholtz
co-founder and chief investment officer of Ritholtz Wealth Management LLC
We need to find more objective ways to view and measure sentiment. That is why I find Jason Goepfert’s SentimentTrader website so intriguing. He follows an extraordinary number of indicators that track investor sentiment.
JC Parets, CMT
Founder
Sentiment is one of the most important tools we have as technicians. There is a lot of data out there and I think SentimenTrader does the best job of compiling it all and making it available for both professional and retail investors.
All Star Charts
Andrew Thrasher, CMT
Portfolio Manager & Founder
Through my studying for the Chartered Market Technician designation I learned more of the importance of sentiment data. SentimenTrader is the gold-standard in my opinion for curating all that is sentiment, from surveys, to fund flows, to proprietary data sets, to COT data, they have it all. Each morning I make a point to read their daily newsletter and often learn something new about a market move I wouldn’t have been able to read about anywhere else.
Thrasher Analytics
Bill Fleckenstein
Fleckenstein Capital
'ason’s unique blend of daily market analysis and historical precedent provides readers with a balanced technical view of the market at a very fair price.
Fleckenstein Capital
Napatree Capital
We’ve been subscribing to SentimenTrader for many years. Jason Goepfert and his team do a great job of disseminating investor behavior.
Phelps Salter
Retired RIA
In my fifty-year professional career in the investment business (stockbroker, trust investment officer, and the last forty years as a Registered Investment Adviser), I have always placed investor sentiment very high in my decision-making process. SentimenTrader fits the bill perfectly! Thank you, Jason, for producing such a valuable investment service; keep up your great work.
Client Prior to 2018
Adam Koós
RIA Wealth Management Advisor
I've been using SentimenTrader for years... YEARS. I analyze a plethora of charts on a weekly basis, but I don't have the time to crunch data in the way they do, which also happens to be in a manner that is both informative and make sense. I've unsubscribed from several resources over the years, but I can never bring myself to turn off the switch on ST. There's just too much value for the cost.
Client Prior to 2018
Paul C
Asset Management Consulting
SentimenTrader is a fantastic resource for traders. Researched and written by professionals with distinct and complementary views of the market, it provides not only timely information on the state of various markets but also a plethora of tools, indicators, and strategies to dig as deep as you want. Highly recommended.
Client Since 2020
Professional Trader
Professional Trader
Sentiment, hedgers data, and seasonality are absolute essentials for any serious analysts or professional traders out there, in my humble view.
Client Prior to 2018
Casual Retail Trader
As a long time SentimenTrader subscriber, I really find value in your service. Your insights are unique and timely.
Client Prior to 2018
Douglas D
Casual Retail Trader
These guys will keep you on the right side of the market. All data, no emotions or BS. The research they provide has helped alleviate the fear and anxiety that come with trading and investing.
Client Since 2019
Professional Trader
SentimenTrader provides a large amount of high-quality reports and tools, as well as data, which are especially helpful for people who manage funds and conduct economic research.
Client Since 2020
Paulo S
Professional Trader
The research provided is fantastic, actionable, and forward-looking. I am still learning to take advantage of all the recent new functions added to the platform.
Client Since 2020
Dr. Brett Steenbarger
Psychologist and Author
Other sites that I find helpful for putting data together into a big picture view include…SentimenTrader. Lots of good…indicators are followed on the site.
brettsteenbarger.com
Evert B
Casual Retail Trader
Love SentimenTrader, educational and informative of current trends. A pragmatic approach to markets from which I have learned much.
Client Since 2021
Professional Trader
You provide a great service to traders - lots of trading ideas with statistical rigor to back them up.
Client Since 2021
Jonathan T
Casual Retail Trader
I have been a member of SentimenTrader for almost a year. I find the service to be of great value, and it has really helped me take the emotion out of my trading.
Client Since 2023
Robert B
Casual Retail Trader
SentimenTrader research reports are invaluable to me, keeping me on the right side of the market while swing trading around a 9-5 day job! Amazing tool, especially for traders/investors with limited time to research the markets!
Client Since 2023
Guy P
Serious Retail Investor
Since subscribing to SentimenTrader, I have become less prone to making rash decisions with my investments. The wealth of information helps me get a better overview of the current market situation.
Client Since 2023
Casual Retail Trader
Thanks for the service. I appreciate learning from all three analysts as I lack experience and dedication. Thanks!
Client Since 2024
Liz Ann Sonders
Chief Investment Strategist
{SentimenTrader.com’s Smart Money / Dumb Money Confidence} is one of my favorite sentiment indexes…
Charles Schwab & Co., Inc
Stuart Walton
General Partner
Hands down the best value on the Street…thanks for making my job easier. Really like your style and your service.
Trek Capital Mgmt., LLC
David Brown
Casual Retail Trader
SentimenTrader is my favorite subscription. It has had a huge positive impact on my investing methods.
Client Since 2021
Dan Fitzpatrick
Founder
SentimenTrader is a unique and very valuable resource that I use to help me get a handle on what’s really going on.
Stock Market Mentor
Todd Harrison
Founder and CEO
I’ve never seen such a unique and skilled approach to sentiment and its financial applications.
Minyanville
Jeffrey Saut
Chief Investment Strategist
SentimenTrader.com is an always insightful website.
Raymond James
Larry Williams
Trader and Author
Awesome work…
ireallytrade.com
Dr. Steve Sjuggerud
Founder and Editor
I highly recommend SentimenTrader.com. I personally subscribe to it, and have for years.
True Wealth, Daily Wealth, Sjuggerud Confidential
Jared Dillian
Former head of ETF trading at Lehman, Publisher of Daily Dirtnap, author of Street Freak and 10th Man
SentimenTrader does some good work.
Art Cashin
Director of Floor Operations
Sharp-eyed...a dispassionate and respected market veteran.
Josh Brown
Chief Executive Officer
SentimenTrader is pretty influential among people who watch things like market internals.
Ritholtz Wealth Management LLC
Walter Deemer
Founding member of CMT Association
If you want someone to monitor all the sentiment indicators for you, Jason Goepfert is your man.
Author of Deemer on Technical Analysis
Bruno Estier
Financial Market Technical Analyst
Very good analysis.
Client Prior to 2018
Simon Maierhofer
Financial Newsletter Writer
SentimenTrader has set the standard for a fact-based approach to investing.
Client Prior to 2018
Elliott Wave Principal
...SentimenTrader is a great resource that gives me a comprehensive take on the status of market sentiment at any point in time.
Client Prior to 2018
Ziad N
Hedge Fund Trader
A lot of stock market myths have been dispelled thanks to SentimenTrader!
Client Prior to 2018
Stephen Shipman
Long/Short Institutional Investor
Having been an institutional investor for forty years, I know that SentimenTrader.com is THE essential sentiment tool to have in your toolbox.
Client Prior to 2018
Peter Nitsche
I appreciate the richness of data provided.
Client Prior to 2018
Christopher E
Professional Trader
I have been a subscriber to SentimenTrader for many, many years. I thoroughly recommend the service to any trader.
Client Prior to 2012
William S
Retired CIO
Excellent, balanced research product.
Client Prior to 2018
Frank C
Casual Retail Trader
Very easy-to-use, informative research tool. I would not want to manage my portfolio without the tools and research provided.
Client Prior to 2018
Serious Retail Investor
Worth every penny. Provides insights into sector and market direction.
Client Prior to 2018
Aongus F
Non-Casual Retail Investor
Brilliant, pertinent information on what's going on in the markets. Helps with the big picture. Thank you.
Client Since 2019
Casual Retail Trader
I read SentimenTrader every day; and always check in before making any investment decision.
Client Since 2020
Michael Dollar
CIO
I have used SentimenTrader for a very long time. Jason's work in 2009 helped our performance tremendously.
Client Prior to 2018
Sebastian M
Wirehouse Financial Advisor
There is a tremendous amount of value in the research reports alone, not to mention the website!
Client Since 2020
William L
Casual Retail Trader
Top-notch site. Really insightful with cutting-edge and objective analysis.
Client Since 2021
Client Success Stories
Collaborating to Innovate: The David S&P 500 Aggregate Baskets Indicator
Robert David, Professional Investment Advisor and Money Manager, Client Since 2021
We are thrilled to announce the launch of a new user-driven indicator—the David S&P 500 Aggregate Baskets—created in collaboration with one of our long-time subscribers, Robert David, a professional investment advisor and money manager at Bluewater Investment Strategies, A Member of Advisory Services Network, LLC, who has been part of the SentimenTrader community since 2021.
‍

Time Frame: Short-Term | Update Schedule: Daily | Source: SentimenTrader

Robert approached us on September 5 with an idea based on a scan he’s successfully used in his own practice for years, called "S&P Selective Value." He wanted to quantify the results of this scan to provide more actionable insights for managing portfolios. Working closely with our team, Robert shared the parameters, and together we developed the David S&P 500 Aggregate Baskets—a tool that identifies oversold stocks in the S&P 500 using specific technical criteria, such as a two-week price decline and a 2-period RSI below 10. This simple yet effective scan has historically highlighted market bottoms and predicted rebounds with above-average returns. 
‍
The collaboration process was a series of email exchanges, smooth and rewarding, with our team building the indicator and incorporating Robert’s real-world expertise experience to ensure it fits the needs of other professionals and retail investors alike. The David S&P 500 Aggregate Baskets indicator went live on September 19 and is now available for all users to explore directly from their dashboard. 
‍
This joint effort is an excellent example of how we work with our clients to bring unique, actionable tools to life. We encourage other professionals in our community to reach out if they have ideas for new indicators or models they’d like to see developed. Your feedback and insights help us continue to innovate and improve the resources available to you.
Custom Strategy Development
Client Since 2022
On the topic of ongoing technical development, we’re excited to share a heartwarming testimonial from one of our subscribers, who prefers to remain anonymous. This client has been with us since early 2022 and describes himself as a retail trader who actively uses our sentiment indicators and strategies. Recently, he reached out to explore the possibility of creating a strategy based on Jay Kaeppel’s article, “The interest rate/commodity relationship that hides in plain sigh,” published on August 8, 2024.
 

Our team made this happen within two weeks, and the client was so impressed that he sent us the following testimonial:  
‍
“…Lastly, I recently read an article they'd written that explained a commodities strategy based on interest rates. I asked how to implement it via their tools. They were incredibly responsive to my request and emailed me detailed instructions on how to implement the strategy. They made me feel like I'm their most important client. For anyone looking to buy low and sell high ... I cannot recommend SentimenTrader enough.” 
‍
We take pride in our ability to respond to our clients’ needs and tailor our tools to enhance your trading strategies. If you have ideas or strategies you’d like to see implemented, we’re here to listen and collaborate. Don’t hesitate to reach out—your feedback helps us continue to innovate and deliver the tools you need to succeed in the markets.
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