About Us

Sundial Capital Research, Inc. is a company dedicated to the research and practical application of mass psychology to the financial markets.  Sundial publishes the sentimenTrader.com site.

The work of Sundial Capital Research has been mentioned in publications such as Barron’s, CNN, CNBC, SFO Magazine, The Economist, Reuters, The Wall Street Journal, Active Trader, Futures, TheStreet.com, TradingMarkets, and many others.

Sundial Capital Research founder Jason Goepfert won the 2004 Charles Dow Award for excellence in technical analysis from the Market Technicians Association.  SentimenTrader.com won the award for Most Useful Website for Traders in 2008 from SpikeTrade.com.

Jason Goepfert
President and CEO

Sundial Capital Research
jason@sentimentrader.com

Jason has been trading stocks, stock and index options, index futures, currencies and commodities for over 15 years. 

Jason was born and raised in Wisconsin, and currently resides just outside of Minneapolis.  After attending the University of Minnesota with a concentration in Finance and Economics, he helped build the online brokerage operations of a major U.S. bank from only 5 people into over 300 and a top-10 ranking.  He then left to help run the operations of a large hedge fund before founding Sundial Capital Research, Inc. in 2001.

Currently, the site has subscribers in all 50 states and more than 40 foreign countries.  Jason is also a contributing writer to the Emmy-winning siteMinyanville.com, submits regular commentary for Italian business publication Borsa E Finanza and provides private consulting for hedge funds and managed accounts.

In the moments Jason isn’t working, he spends as much time as possible with his children and extended family, enjoys the outdoors and trains for triathlons.  He is a partner in the Tri Fitness store and training center.

Lisa Goepfert
Sundial Capital Research
lisa@sentimentrader.com

Lisa has been involved in finance for over 20 years.  She worked on the institutional bond trading desk of a major regional bank for over 10 years, before leaving to head an operational department on the retail brokerage side.  Lisa is in charge of customer relations for Sundial.

Jason has the privilege of being married to Lisa.  In her “spare” time, she tries to find some order in the chaos of the household, and also trains for triathlons.