Friday, June 27, 2008

What is the talk about FTSE?

I was looking at the debate in relation to FTSE and noticed how it has changed in the recent months.

The chart below shows the Share-of-Buzz (relative frequency) of seven issues discussed in relation to FTSE.

Notice how ‘Recession’ and ‘Oil’ was about the same in January and how Oil is now by far the dominant topic (of all seven).


The next chart (below) shows the Share-of-Influence for the same topics (still in context of FTSE). Share-of-Influence is similar to Share-of-Buzz but with the important difference that each contribution in the debate is adjusted with the calculated weight of the ‘voice’ that speaks (aka ‘Influence’).

Notice how ‘Oil’ is much more dominant here, highlighting the fact that those who are more influential in the debate on FTSE are more focused on ‘Oil’ than on the other issues.

It’s also interesting to see that the only thing that remained of (almost) constant importance to those with more influence is the focus on the future.







1 Comments:

At 7:06 PM, Anonymous Anonymous said...

Wow. So you have figured out that people talk more about Oil one week (presumably because there were important macro news out that day) and more about Optimism the other week. But whats your conclusion? First of all your criteria are not mutually exclusive are they which makes a conclusion always difficult. Then of course we are just looking at a bunch of data, not intelligence. For difference see definitions in popular science (yes, also Nobel Price). And lastly, how can you be sure that your source is sufficient?
You are not saying that the fact that people talk Oil or Optimism drives anything in the real world, are you?

 

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