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Can unstructured text data from social media help explain the drivers of large asset price fluctuations? This paper investigates how social forces affect asset prices, by using machine learning tools to extract beliefs and positions of…

General Economics · Economics 2023-08-09 Valentina Semenova , Julian Winkler

Understanding true influence in social media requires distinguishing correlation from causation--particularly when analyzing misinformation spread. While existing approaches focus on exposure metrics and network structures, they often fail…

Computation and Language · Computer Science 2025-05-27 Lin Tian , Marian-Andrei Rizoiu

Identifying and quantifying co-dependence between financial instruments is a key challenge for researchers and practitioners in the financial industry. Linear measures such as the Pearson correlation are still widely used today, although…

Statistical Finance · Quantitative Finance 2023-12-29 Haochun Ma , Davide Prosperino , Alexander Haluszczynski , Christoph Räth

Stock prices are driven by various factors. In particular, many individual investors who have relatively little financial knowledge rely heavily on the information from news stories when making investment decisions in the stock market.…

Information Retrieval · Computer Science 2019-09-04 EunJeong Hwang , Yong-Hyuk Kim

The methodology presented provides a quantitative way to characterize investor behavior and price dynamics within a particular asset class and time period. The methodology is applied to a data set consisting of over 250,000 data points of…

General Finance · Quantitative Finance 2020-04-22 Gunduz Caginalp , Mark DeSantis

Traditionally, statistical and causal inference on human subjects rely on the assumption that individuals are independently affected by treatments or exposures. However, recently there has been increasing interest in settings, such as…

Methodology · Statistics 2020-02-25 Elizabeth L. Ogburn , Ilya Shpitser , Youjin Lee

Financial event studies, ubiquitous in finance research, typically use linear factor models with known factors to estimate abnormal returns and identify causal effects of information events. This paper demonstrates that when factor models…

Econometrics · Economics 2025-11-20 Paul Goldsmith-Pinkham , Tianshu Lyu

We attempt to explain stock market dynamics in terms of the interaction among three variables: market price, investor opinion and information flow. We propose a framework for such interaction and apply it to build a model of stock market…

General Finance · Quantitative Finance 2014-09-23 Maxim Gusev , Dimitri Kroujiline , Boris Govorkov , Sergey V. Sharov , Dmitry Ushanov , Maxim Zhilyaev

Images become an important and prevalent way to express users' activities, opinions and emotions. In a social network, individual emotions may be influenced by others, in particular by close friends. We focus on understanding how users…

Social and Information Networks · Computer Science 2014-01-20 Xiaohui Wang , Jia Jia , Lianhong Cai , Jie Tang

Predicting stock market movements is a well-known problem of interest. Now-a-days social media is perfectly representing the public sentiment and opinion about current events. Especially, twitter has attracted a lot of attention from…

Information Retrieval · Computer Science 2016-10-31 Venkata Sasank Pagolu , Kamal Nayan Reddy Challa , Ganapati Panda , Babita Majhi

Financial market forecasting is one of the most attractive practical applications of sentiment analysis. In this paper, we investigate the potential of using sentiment \emph{attitudes} (positive vs negative) and also sentiment…

Computation and Language · Computer Science 2019-03-14 Andrius Mudinas , Dell Zhang , Mark Levene

When analyzing the components influencing the stock prices, it is commonly believed that economic activities play an important role. More specifically, asset prices are more sensitive to the systematic economic news that impose a pervasive…

General Economics · Economics 2024-01-10 Yue Chen , Mohan Li

The increasing richness in volume, and especially types of data in the financial domain provides unprecedented opportunities to understand the stock market more comprehensively and makes the price prediction more accurate than before.…

Computational Finance · Quantitative Finance 2018-05-16 Huiwen Wang , Shan Lu , Jichang Zhao

Identifying and communicating relationships between causes and effects is important for understanding our world, but is affected by language structure, cognitive and emotional biases, and the properties of the communication medium. Despite…

Computers and Society · Computer Science 2017-02-21 Thomas C. McAndrew , Joshua C. Bongard , Christopher M. Danforth , Peter S. Dodds , Paul D. H. Hines , James P. Bagrow

Researchers have used social media data to estimate various macroeconomic indicators about public behaviors, mostly as a way to reduce surveying costs. One of the most widely cited economic indicator is consumer confidence index (CCI).…

Social and Information Networks · Computer Science 2021-11-29 Neeti Pokhriyal , Abenezer Dara , Benjamin Valentino , Soroush Vosoughi

Most research questions in agricultural and applied economics are of a causal nature, i.e., how one or more variables (e.g., policies, prices, the weather) affect one or more other variables (e.g., income, crop yields, pollution). Only some…

Econometrics · Economics 2025-08-05 Arne Henningsen , Guy Low , David Wuepper , Tobias Dalhaus , Hugo Storm , Dagim Belay , Stefan Hirsch

Causal inference is a critical research topic across many domains, such as statistics, computer science, education, public policy and economics, for decades. Nowadays, estimating causal effect from observational data has become an appealing…

Methodology · Statistics 2020-02-10 Liuyi Yao , Zhixuan Chu , Sheng Li , Yaliang Li , Jing Gao , Aidong Zhang

While stock prediction task traditionally relies on volume-price and fundamental data to predict the return ratio or price movement trend, sentiment factors derived from social media platforms such as StockTwits offer a complementary and…

Computational Engineering, Finance, and Science · Computer Science 2025-11-11 Wanyun Zhou , Saizhuo Wang , Xiang Li , Yiyan Qi , Jian Guo , Xiaowen Chu

Causal inference studies using textual social media data can provide actionable insights on human behavior. Making accurate causal inferences with text requires controlling for confounding which could otherwise impart bias. Recently, many…

Computation and Language · Computer Science 2022-05-09 Galen Weld , Peter West , Maria Glenski , David Arbour , Ryan Rossi , Tim Althoff

We introduce a novel framework to financial time series forecasting that leverages causality-inspired models to balance the trade-off between invariance to distributional changes and minimization of prediction errors. To the best of our…

Computational Finance · Quantitative Finance 2024-08-20 Daniel Cunha Oliveira , Yutong Lu , Xi Lin , Mihai Cucuringu , Andre Fujita