# Tommi Johnsen, PhD Head of Fin dept at DU, crunched #s w/quants, helped money managers sleep (slightly) better. Now writing about markets, models, & messes. Page: Feed: --- ## [Does AI Still Read the News Better Than the Market?](https://tommijohnsen.substack.com/p/does-ai-still-read-the-news-better) _2026-08-11 · Tommi Johnsen, PhD_ A 2026 test of a well-known finding — and why it only works when there is enough news to read ## [The Mechanism Survives, the Magnitude Doesn’t](https://tommijohnsen.substack.com/p/the-mechanism-survives-the-magnitude) _2026-07-16 · Tommi Johnsen, PhD_ Auditing seven months of a news sentiment pipeline, including two of our own published claims ## [How We Tried to Teach Claude to Read Like an Analyst, and the Market Said No](https://tommijohnsen.substack.com/p/how-we-tried-to-teach-claude-to-read) _2026-07-08 · Tommi Johnsen, PhD_ This is the story behind one section of the technical post “Testing a News Sentiment Pipeline” (forthcoming) but you can read it on its own. It is about first fully trusting Claude, then testing it ag ## [News and earnings sentiment agree, mostly at the extremes](https://tommijohnsen.substack.com/p/news-and-earnings-sentiment-agree) _2026-06-23 · Tommi Johnsen, PhD_ This is a very preliminary result (snapshot June 15, 2026) It rests on 21 earnings events from a single three-week window, and every number below should be read as a first sighting, not a finding. ## [When the insiders and the news disagree: a first look at the cross-signal](https://tommijohnsen.substack.com/p/when-the-insiders-and-the-news-disagree) _2026-06-08 · Tommi Johnsen, PhD_ When the insiders and the news disagree: a first look at the cross-signal ## [Most of the insider trading alpha is gone by the time you see the filing: poof!](https://tommijohnsen.substack.com/p/most-of-the-insider-trading-alpha) _2026-05-27 · Tommi Johnsen, PhD_ An empirical companion to an upcoming literature review on SEC Form 4 trading signals. ## [Nine Pounds of Ore for an Ounce of Gold](https://tommijohnsen.substack.com/p/nine-pounds-of-ore-for-an-ounce-of) _2026-05-19 · Tommi Johnsen, PhD_ Reading the daily financial news is like mining gold ## [A Day Is Now What a Decade Used to Be](https://tommijohnsen.substack.com/p/a-day-is-now-what-a-decade-used-to) _2026-05-11 · Tommi Johnsen, PhD_ How AI is compressing market efficiency, and what it does to the sentiment signal ## [Sentiment is not one signal](https://tommijohnsen.substack.com/p/sentiment-is-not-one-signal) _2026-05-06 · Tommi Johnsen, PhD_ What we found when we asked Claude to decompose financial news into three information types and tested it across nine sectors ## [Home of the Agentic Pull Request (Sponsored)](https://crawlproof.com/a/liV7Wm6mC7KD) _2026-05-06 · **Sponsored**_ CLI-first, TUI-ready toolkits and a moshscript installer — join the waitlist ## [How to Break a Financial Sentiment Model Without Changing What It Means](https://tommijohnsen.substack.com/p/how-to-break-a-financial-sentiment) _2026-04-29 · Tommi Johnsen, PhD_ A review of Turetken & Leippold (Journal of Banking and Finance, 2026)