# johnsen — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover johnsen. 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 · 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 · 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 · 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 · 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 · 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 · 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 · 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 · 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 · Tommi Johnsen, PhD_ What we found when we asked Claude to decompose financial news into three information types and tested it across nine sectors ## [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 · Tommi Johnsen, PhD_ A review of Turetken & Leippold (Journal of Banking and Finance, 2026) ## [Reach prospects with real signals (Sponsored)](https://crawlproof.com/a/lJmirlfgFsOC) _2026-04-29 · **Sponsored**_ Find prospects talking about your problem and get context-backed moments to engage ## [What Factor Investing Gets Right](https://5thhorizon.substack.com/p/what-factor-investing-gets-right) _2025-09-02 · 5th Horizon · 5th Horizon Research Newsletter_ Tommi Johnsen, PhD | Advisory Board Trent Ambler, MSF | Portfolio Manager ## [BONDS ARE BORING. Meet Gold, Digital Gold, Art! and Real Estate](https://5thhorizon.substack.com/p/bonds-are-boring-meet-gold-digital) _2025-07-10 · 5th Horizon · 5th Horizon Research Newsletter_ As an alternative to Bonds, Gold isn’t the only game in town. Crypto, Real Estate, Carbon Credits and Fine Art are now seen as options for hedging against turmoil in the markets. ## [Is it ever a good idea to buy a Ferrari?](https://5thhorizon.substack.com/p/is-it-ever-a-good-idea-to-buy-a-ferrari) _2025-07-03 · 5th Horizon · 5th Horizon Research Newsletter_ Trent Ambler, MSF | Portfolio Manager ## [Are US Treasuries Still a Safe Haven?](https://5thhorizon.substack.com/p/are-us-treasuries-still-a-safe-haven) _2025-05-08 · 5th Horizon · 5th Horizon Research Newsletter_ Tommi Johnsen, PhD | Advisory Board ## [Trump’s Tariffs](https://5thhorizon.substack.com/p/trumps-tariffs) _2025-04-24 · 5th Horizon · 5th Horizon Research Newsletter_ Tommi Johnsen, PhD | Advisory Board ## [What is Quant?](https://5thhorizon.substack.com/p/what-is-quant) _2025-03-18 · 5th Horizon · 5th Horizon Research Newsletter_ Merrill Stillwell | Partner and Jon Tesseo | Director - Operations & Research ## [Factor Investing Clearing the Air – Datamining and the Antidotes](https://5thhorizon.substack.com/p/factor-investing-clearing-the-air) _2025-01-15 · 5th Horizon · 5th Horizon Research Newsletter_ Tommi Johnsen, PhD | Advisory Board Trent Ambler | Portfolio Manager ## [The Delusion of Market Efficiency](https://5thhorizon.substack.com/p/the-delusion-of-market-efficiency) _2024-11-12 · 5th Horizon · 5th Horizon Research Newsletter_ Markets have potentially become less efficient in recent decades. There are several reasons why this might be the case. ## [What is alpha?](https://5thhorizon.substack.com/p/what-is-alpha) _2024-09-12 · 5th Horizon · 5th Horizon Research Newsletter_ Tommi Johnsen, PhD | Advisory Board Trent Ambler, MSF | Portfolio Manager