Continuing Bear Market for Crypto-Assets In February 2018, ZettaCap published a 33-page report entitled Bitcoin Bubble Bursts, Historical Investment Bubbles Provide Roadmap. It stated, correctly, that bitcoin was in a financial bubble that had recently burst. At the time such a forecast was not a consensus view with many still discussing bitcoin increasing 10-fold within the foreseeable future. In […]
Euro Forecast and Italian Election
Accurate Forecasts of Italian Election and Euro Prior to Italy’s General Election in March 2018, we made an out-of-consensus forecast that Italy’s smaller right-leaning parties would outperform polls, upsetting the political order in Italy and Europe. We predicted that the Euro’s appreciation would essentially stop due to the unexpected shift in Italian politics. The election forecast […]
SMI forecasts Italian Election, Euro to pause
We apply Social Media Influence (SMI) to the Italian Election and find out that right-leaning populist parties should outperform polls. Such unexpected outperformance should be enough to reignite risk for the Euro and Euro Assets. We expect markets to reevaluate risk / reward and to pause the past year’s appreciation. The following excerpt is taken […]
Using Alt Data to Forecast Strong Results for FIT
Social Media Product Analysis for Earnings Surprises It has historically been extremely difficult for analysts and investors to bring a significant edge to earnings releases. After all, there are regulations around preventing investors from gaining any significant advantage from management. So, how can an investor gain such an edge? The analysis of alternative data can […]
SMI: Moore(R) to Win AL Senate Race
Alabama Senate Race A special election will be held in Alabama to fill the vacant seat on December 12, 2017. Alabama is seen as a key election as it will serve as a litmus test for the broader 2018 Senate races. If a traditionally Republican state can elect a Democratic senator, the Senate would be seen […]
SMI: NJ and VA Gubernatorial Elections
US Gubernatorial Elections Virginia and New Jersey will elect their governors on November 7, 2017. There appears to be a rather broad consensus that the Democratic candidate (Murphy) will win in New Jersey. In Virginia, however, the race seems too close to call between Republican (Gillespie) and Democratic (Northam) candidates when using traditional data. Recent […]
Japan Election: SMI shows further Abe Strength
Japan Election LDP Pulls Further Ahead Prime Minister Abe’s ruling LDP has improved upon an already strong Social Media Influence (SMI) position. It looks increasingly unlikely that either of the two main new national parties, Party of Hope and Constitutional Democratic Party, will be able to generate enough votes to block Abe from securing the […]
SMI: Japan’s Snap Election
Japan’s General Election LDP Re-Election Likely There is very little indication that Abe’s political rivals are gaining enough traction on social media relative to his own to seriously challenge him. In fact, SMI points to the LDP and Abe handily winning re-election. There is still time for a shift but given the circumstances, explained later, […]
German Election: Final SMI Forecast
German Election Merkel to Win, but FDP and AfD will be biggest outpeformers Using polls as a base scenario, we compare the latest SMI forecasts. The table below summarizes polls, SMI forecasts and the differentials between polls and SMI forecasts. Table 1: German Election: Social Media Influence (SMI) Forecasts vs […]
German Election: SMI Standout Candidates
German Election There are two standout candidates in terms of SMI relative to poll figures in the German 2017 Election – Christian Lindner (FDP) and Alice Weidel (AfD). The extent to which the interest in these candidates can translate into votes will determine much of the balance in the Bundestag, Germany’s lower house. US and […]