Sentiment#66tier 1live in productionNew

analyst revision jump

cadence: Dailydata: lowlong onlyshort onlylong short
JAR
2023
J. of Accounting Research
So & Wang (2023) *Journal of Accounting Research*: "News-Implied Analyst
Citation only — paper link pending.

Mechanism

So & Wang (2023) *Journal of Accounting Research*: "News-Implied Analyst Revisions and Drift." A large overnight gap on day t that ISN'T preceded by an analyst revision is mispriced — the revision arrives in T+5 and the price continues to drift through the revision. Reported: Sharpe 1.5, 30-day drift, robust

Data dependencies

  • daily_prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

Expected edge

Flag gaps where |gap| >= 3% AND no earnings event in trailing 5d.

Illustrative pattern only

NOT a backtest

Illustrative pattern only — see /app for live backtests and the actual current equity curve.

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