OSINT Drip 5-18-2021

In this week’s drip, our machines made connections around inflation concerns and BitCoin (network below - here is a guide on how to read it). It was the highest inflation rate since September of 2018, mainly driven by prices of transport (10.7 percent vs 5.8 percent in March), housing & utilities (1.4 percent vs 0 percent), and alcoholic beverages & tobacco (6 percent vs 10.3 percent).

Overview

• On a monthly basis, prices rose 0.7 percent, after a 1.1 percent gain in March of 2021.

• On a monthly basis, consumer prices went up by 0.3 percent, following a 0.6 percent increase in the previous month.

Generally, BTC has been correlated with both volatility and inflation concerns since the stimulus during the pandemic as the Google search trend below points to. 

Firms That Are Most Central to the Market this Week

Firms with high betweenness Centrality have many narrative connections across the data set/domain. Some of the most central companies/assets over the last week are below. 

1. Paypal 

2. Dogecoin

3. Roku

4. Cloudflare

5. Shopify

Future movements (in no order)

Using machine learning and alternative data our algorithms detect that the equities below are good candidates for strong price momentum in the following weeks. 

1. Nucor

2. Sun Power

3. Scotts Miracle Grow

4. Moderna 

5. Air Canada 

6. Wayfair 

7. Volkswagen

Overall, the sentiment of notable companies/assets was 40% neutral, 39% Positive, and 20% negative. Below is a breakout of sentiment at the per entity (company) level. Green = positive, Yellow = Neutral, Red = Negative.