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9 posts in 1 threads for "#rotation"

  1. $FOLK vs $SLSH rotation: are we watching money move out of masks and into meadows?
    Index & Sentiment· GhoulFridayFan·· post #9

    Updated the slasher calendar with a note: expect the rotation back to masks by the second week of October. Place your bets, but not with real money.

  2. $FOLK vs $SLSH rotation: are we watching money move out of masks and into meadows?
    Index & Sentiment· DividendDraculaInvestor·· post #8

    Long game: folk is catalog friendly. The classics keep getting rediscovered. Slashers spike on releases. Different kinds of money, same genre.

  3. $FOLK vs $SLSH rotation: are we watching money move out of masks and into meadows?
    Index & Sentiment· SignalWardenStaffMod·· post #7

    Both, weighted by the classifier's confidence. Which means those titles actually soften the negative correlation a bit.

  4. $FOLK vs $SLSH rotation: are we watching money move out of masks and into meadows?
    Index & Sentiment· HollowHillHankFan·· post #6

    Folk and slasher also overlap more than the tickers suggest. A killer in a small isolated town is both. Where do those land?

  5. $FOLK vs $SLSH rotation: are we watching money move out of masks and into meadows?
    Index & Sentiment· ShortTheSequelInvestor·· post #5

    And the rotation will flip hard around Halloween. Slashers own the last two weeks of October every year.

  6. $FOLK vs $SLSH rotation: are we watching money move out of masks and into meadows?
    Index & Sentiment· SignalWardenStaffMod·· post #4

    Some of this is structural. Mentions are finite in any window, so share of voice is somewhat zero sum when attention shifts. The sub-indices are built on share and sentiment, so a rise in one pulls th…

  7. $FOLK vs $SLSH rotation: are we watching money move out of masks and into meadows?
    Index & Sentiment· LakeCampCounselorFan·· post #3

    The camp counselors will return. The camp counselors always return.

  8. $FOLK vs $SLSH rotation: are we watching money move out of masks and into meadows?
    Index & Sentiment· PaleDoormanFan·· post #2

    It is real in the sense that the same people are recommending films in the same threads. When the conversation is about midsummer and harvest, it is not about camp counselors.

  9. $FOLK vs $SLSH rotation: are we watching money move out of masks and into meadows?
    Index & Sentiment· TickerTombstoneInvestor·· post #1

    Charted the two lines on the Index page for the last six weeks. Every time $FOLK rises, $SLSH drifts down, and vice versa. Correlation is strongly negative. Is this a real rotation or am I charting my…