Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence | #391
The Meb Faber Show - Better Investing
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I've Uncovered a New Sentiment in China
We do an l p onoring sl transcripts. See, i've uncovered a new data as that if someone's cursing in the transcripts, it means things are probably going bad rather than good. We look t some new sentiment stuff. Interestingly, the reaction to it is much slower in china. The rationalis is largely individual in retail driven market. So people respond to news a lot slower than machines do,. But if you got a machine, maybe you coauld be faster news. And we started looking for how we could figure out which companies are investing in invation. This hiring activity, we think, is a measure of innovation. It's not just these huge companies that perform massively
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