Sentiment Analysis

Track news sentiment, analyst upgrades/downgrades en social media buzz voor stocks.

Overzicht

Sentiment Analysis helpt je om market psychology te meten:

  • News Sentiment - Positive/negative/neutral classification van articles
  • Analyst Sentiment - Buy/hold/sell ratings + price target changes
  • Social Sentiment - Twitter, StockTwits, Reddit mentions
  • Sentiment Score - Aggregated 0-100 bullish/bearish meter
  • Sentiment Changes - Track shifts in perception over time
  • Correlation Analysis - How sentiment predicts price moves

Sentiment Indicators

Put/Call Ratio

High ratio (>1.0) = bearish, lots of puts. Low ratio (<0.7) = bullish, calls dominate. Contrarian indicator - extreme readings signal reversals.

VIX (Fear Index)

VIX < 15 = complacency, VIX > 30 = panic. Spikes mark bottoms - "buy when VIX is high, sell when VIX is low".

AAII Bull/Bear Survey

Retail investor sentiment survey - weekly data. Extreme bullishness (>50%) often precedes corrections. Contrarian tool.

News Sentiment Score

NLP analysis van headlines - quantify positive/negative tone. 80+ = overly bullish, <30 = despair (buy signal).

Using Sentiment

  • Contrarian Strategy - Extreme pessimism = buying opportunity, euphoria = sell signal
  • Confirmation Tool - Rising sentiment + rising price = healthy trend
  • Divergence Signals - Price up but sentiment down = warning sign
  • Volume Validation - High sentiment + low volume = weak signal

Sentiment Extremes

  • Extreme Fear - March 2020 COVID crash, 2008 financial crisis - beste buying opportunities
  • Extreme Greed - Dot-com bubble 2000, crypto mania 2021 - distribution phases
  • Capitulation - When last bull gives up = bottom is near
  • Euphoria - "Everyone" is bullish, taxi driver gives stock tips = top

Sentiment Tools

  • Google Trends - Search volume voor stocks/crypto - retail interest gauge
  • Twitter Sentiment - Track $TICKER mentions, bullish/bearish ratio
  • Reddit WallStreetBets - Retail mania indicator - extreme posts = reversal
  • Analyst Ratings - Upgrade/downgrade waves drive short-term moves

Common Pitfalls

  • Following the Crowd - Consensus is usually wrong at extremes
  • Ignoring Fundamentals - Sentiment kan misleading zijn - check earnings
  • Timing Too Early - Markets can stay irrational longer than you can stay solvent
  • Echo Chambers - Social media amplifies bias - seek diverse views

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