Sundial Capital Research, Inc. is a company dedicated to the research and practical application of mass psychology to the financial markets. Sundial publishes the sentimenTrader.com
Our focus is not market timing per se, but
rather risk management. That may be a distinction without a
difference, but it's how we approach the markets. We study signs that
suggest it is time to raise or lower market exposure as a function of risk
relative to probable reward. It is all about risk-adjusted
expectations given existing evidence.
The work of Sundial Capital Research has been mentioned in publications such as Barron's, CNN, CNBC, SFO Magazine, The Economist, Reuters, The Wall Street Journal, Active Trader, Futures, TheStreet.com, TradingMarkets, and many others.
Sundial Capital Research founder Jason Goepfert won the 2004 Charles Dow Award for excellence in technical analysis from the Market Technicians Association. SentimenTrader.com won the award for Most Useful Website for Traders in 2008 from SpikeTrade.com.
Being born and raised in rural Wisconsin, and
currently residing near Minneapolis, I'm far from the bustle of Wall
Street. That's good and bad, but mostly good - it lends
After attending the University of Minnesota
with a concentration in Finance and Economics, I helped build the online
brokerage operations of a major U.S. bank from 5 people into over 300 and a top-10 ranking. My
learning curve started to plateau, so I left to help run the operations of a large hedge fund before founding Sundial Capital Research, Inc. in 2001. I've been trading stocks, options,
futures, currencies and commodities for 20 years.
In those jobs, I became interested in sentiment as a driver
of security prices while managing the brokerage's operations. We
would get a surge in options applications after
stocks rallied, or customers would get overly emotional when
receiving a margin call. Many times, there wasn't a lot of logic
to customers' trading decisions.
I developed several indicators based on our
in-house customer activity, and it was immensely interesting how often extremes in our
business coincided with turning points in the market. After I left
the brokerage, I struggled to find a place where I could monitor similar
indicators. To fill that need, I started a service that provided sentiment indicators
and research in
one spot, without having to search all over the web.
Currently, sentimenTrader.com has subscribers in all 50 states and more than
50 foreign countries. I am also a contributing writer to the Emmy-winning site
and provide private consulting for hedge funds and managed accounts.
In the moments I'm not working, I spend as much time as possible with
my children and extended family, enjoying the outdoors and participating
I am also a partner in the
Tri Fitness store and training center.
I have been involved in finance for over 20 years.
I worked on the institutional bond trading desk of a major regional bank for over 10 years, before leaving to head an operational department on the retail brokerage side.
I primarily handle client relationships for Sundial.
You might have guessed I'm married to Jason.
In my spare time, I try to find some order in the chaos of our household, and
I'm very active in the sport of triathlon.
(urgent issues only, please): 888-795-9893
(Toll Free, Mon-Fri,
8am - 5pm EST)
For other inquiries:
To pay by check or money order:
Sundial Capital Research
12527 Central Avenue NE
Blaine, MN 55434
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Sundial Capital Research, Inc. 12527 Central Avenue NE, Suite 165 Blaine, MN 55434