Mood of the Markets…Cutting Through The Noise

In an era of mobile, social, the attention apocalypse and lists and I am always focused on figuring out ways to help people catch up fast on markets and their portfolio.

How can every investor (from first timer to seasoned veteran) ‘draft’ behind others. What should they know? What should they care about? Should they worry, panic, buy, sell, do nothing…

How can I help people do this in one glance.

Obviously, it’s impossible because each individual has their own risk profile and interests, but I will never stop experimenting.

The Stocktwits mobile apps have the trending page and a very easy to manipulate watchlist page which work perfectly for me. I live on it.

Looking at the S&P, The Dow, The Nasdaq and even the Wilshire 5000 does not cut it for me.

I do want a little more though. So I put it to you…

If you only could ONLY have 5-10 mobile cards of data to base all your investment decisions off…what would they be?

Thanks for sharing below in the comments.

8 comments

  1. jworthy says:

    Tough but fascinating question. I am really looking forward to the ability of Stocktwits to push symbol-specific messages to my mobile device (ideally with another layer of by-user filters).

    Here are some other ideas that come to mind for trend-following investor like myself, and assuming you want to maintain the stock-specific stream/page that Stocktwits currently uses. Admittedly my needs may differ from very-active day trader:

    1) Simple charts to see long term trend (you got it)
    2) Links and news (you got it)
    3) Maybe a way to filter the links and news better?
    —> E.g. separate opinion piece from factual things. The “Charts” stream is a great start but I’d love to see it go a step further. Seeking Alpha does a pretty good of contextualizing updates by having different icons and categories for news vs articles. (I’m not 100% sure how you would do this and might require StockTwits to get data distribution directly or have authorized partners who could opt-in to post news only).

    4) Sentiment (you got it)
    5) Basic technical data for the stock: things like 52 week high/low, avg volume vs daily volume, beta, float, % float short, institutional/insider ownership
    6) Basic fundamental data for the stock: things like EPS and P/E, market cap & enterprise value, PEG, revenue, dividend yield, operating margins, ROE, avg analyst price target

    I am sure I’m missing something but for individuals stocks this is a good next step. The only two other things I can think of that would add more value are (1) more easy ways to update your watch list/sync with other watch lists you have elsewhere. I absolutely hate maintaining multiple watch lists across services and there is no good answer. (2) And broker integration so you can trade right from Stocktwits. But not sure if you want to go there because of regulations and such.

    Hope that helps!

  2. Stefan Cheplick says:

    Brian Lund got me thinking and started on this. 5 cards? Give me percent of S&P 500 stocks hitting new all-time highs, a daily chart of the $SPY, M&A total dollar activity, number of IPOs, and a daily chart of $TLT.

    • Brian Lund says:

      Nice tight list Stefan.

      My wish list:

      Bullish vs. Bearish sentiment
      VIX
      McClellan Oscillator
      New Highs vs. New Lows
      % of stocks above 200MA for long-term and above 20MA for short-term
      Something showing fund managers % of cash holdings
      Something showing fund manager allocation %f Bonds vs. Stocks
      Housing starts
      Job growth
      Maybe esoteric, but cards showing trends in M&A activity, IPO’s, and Venture Capital Investing.

  3. I’m not an active trader, I also don’t share on stocktwits often, but I do check in at least 3-5x a day to see market activity. A couple things I’d love to see:

    1.) Changes in sentiment. I find the stocktwits sentiment is often a very good indicator of the overall mood. If I could see sentiment changes for my whole watch list on a single card I’d be in heaven, rather than looking at each individual ticker.

    2.) M&A / Venture Investing / IPOs etc.: I work and invest in tech, so having a single source would be amazing. Something in the realm of Stocktwits + Termsheet + Mattermark. I follow this activity fairly heavily.

    3.) Filtering out daily market comments vs longer term process oriented pieces. Often times it can be time consuming filtering out some of the daily noise to find the good pieces investors/traders are posting.

Comments are closed.