Trading on Sentiment

PART ONE

Foundations

CHAPTER 1

Perception and the Brain 3

CHAPTER 2

Mind and Emotion 19

CHAPTER 3

Information Processing 30

CHAPTER 4

Sentimental Markets 47

CHAPTER 5

Finding Signal in the Noise 61

PART TWO

Short-term Patterns

CHAPTER 6

Information Impact 81

CHAPTER 7

Daily Reversals 99

CHAPTER 8

Weekly Deceptions 106

CHAPTER 9

The Only Thing to Fear 115

CHAPTER 10

Buy on the Rumor 127

PART THREE

Long-term Patterns

CHAPTER 11

Trends and Price Momentum 139

CHAPTER 12

Value Investing 151

CHAPTER 13

Anger and Mistrust 159

CHAPTER 14

The Psychology of Leadership 171

CHAPTER 15

Navigating Uncertainty 184

PART FOUR

Complex Patterns and Unique Assets

CHAPTER 16

Optionality 197

CHAPTER 17

Blowing Bubbles 205

CHAPTER 18

Timing Bubble Tops 218

CHAPTER 19

Commodity Sentiment Analysis 232

CHAPTER 20

Currency Characteristics 243

CHAPTER 21

Economic Indicators 254

CHAPTER 22

Sentiment Regimes 269

PART FIVE

Managing the Mind

CHAPTER 23

Mental Hygiene 283