Spydertrader's Jack Hershey Equities Journal II

Discussion in 'Journals' started by Spydertrader, Oct 4, 2005.

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  1. If you read through Jack's "Too Long" attached post, he describes situations where volume leads price. Jack posted his document in an effort to get traders following his methods to improve their rate of return. Instead of only buying when a stock entered into Dry Up Mode (followed by price and volume breakout), Jack advised using multiple streams of money to latch onto equities with an increased money velocity. On a day when I only had one equity (SWN) sitting in Dry Up, I figured today would be a good day to give Jack's recently posted thoughts a run. I noticed a volume increase on REDF when price touched the bottom of the channel. as a result, I anticipated a price increase, and entered into a long position. Based on the previous cyclical nature of REDF, I anticipate price continuing (yet still remaining cyclical) within the long term channel.

    I hope that clarifies my decision making on this trade.

    - Spydertrader
     
    #1021     Jan 12, 2006
  2. Thank you.

    I've read Jack's post but am still learning the duv break out method and don't feel I'm ready to move up the next step.

    As I'm learning to understand and draw channels I'd appreciate it if you showed the channel lines you drew for REDF. I'm beginning to understand the ABC points but need practice and someone to see where I'm screwing up.

    DS
     
    #1022     Jan 12, 2006
  3. Not a problem. Mastering one skill set before moving onto another remains an excellent idea.

    Unfortunately, I do not possess the best "Channel Drawing Skills," but will gladly post the channels I had for REDF. See Attached.

    - Spydertrader
     
    #1023     Jan 12, 2006
  4. Attached is my atteempt at REDF's channel. I see a rising channel ending on Weds and a falling channel starting WEDS and continuing today.

    I guess one of the reasons I never did much work re. channels is that it seems two people never see it the same way.

    DS
     
    #1024     Jan 12, 2006
  5. Just a quick comment since I am trying to do your equivalent with futures spyder so that between the both of us we have most if not all bases covered...

    There is some overlap between equities and futures especially aspects that is well understood in this thread ala DU & FRV1/2/3 etc... In other words the V components of PV. What makes equities trading different is that ENTER/HOLD/EXIT is the name of the game as opposed to the futures HOLD/REVERSE (via a double down).

    The velocities mentioned in the "Too Long" post is with regards to a slight shift ENTER/HOLD/EXIT to ENTER/HOLD/SWAP (arguably SWAP/HOLD/SWAP). This is the racetrack issue I mentioned way way back some time ago. We have our quality universe set which ALL make money. If you had to pick 6 to invest in, you just pick the top 6 (ie. the ones that are CONTINUING to have the greatest change in price per unit of time). The doubling shift is a means of always having your capital in the top 6 performing assets. The quality universe always performs. I remember a year or so ago when HANS cropped up onto our hotlist... LOL!!! Now the CNBC guys say should have would have could have, why didn't they???

    NET NET, the velocity aspect is a "now that I have multiple streams of capital deployed continually", how do I manage it? It is done by deploying/opting for the top 6 performing assets. The result of doing it is that you find that the entrance is later than usual and your exit is earlier than usual. However, what's realized is that your swap execution (ie. early exit of an asset into a late arriving entrance into an asset) actually made more money in the time span between usual entrance and usual exit.

    A small illustrative description. A car goes from 0-60 then back to 0. Going zero to 60 in my high end xuv takes about 5.8 seconds. Braking from 60 to 0 takes about 2.5 seconds. In all that's about 8.3 seconds. The distance covered by a car going 60 mph for 8.3 seconds is greater than the distance I cover going from 0 to 60 then back to 0. Distance is precisely the same as price distance. Time is a traders most precious component since it cannot be recaptured. When measuring things with respect to time, it is easy to see that the objective should be to capture the greatest amount of distance per unit of time.

    Using the above example... It is easy to rank the 3 following scenarios in order of greatest distance covered in an 8.3 seconds...

    1. Car goes from 0 to 60 and than back to 60.
    2. 2 Cars, one car going from 30 to 60 to 30 in 4.15 seconds, and a second car going from 30 to 60 to 30 in the latter 4.15 seconds.
    3. Car maintains a speed of 60 mph for the whole 8.3 seconds...

    All of the above covered a distance. Two scenarios employed the use of a single vehicle, one scenario employed the use of 2 vehicles. This is a tool that is not available in futures. In equities you have multiple vehicles to choose from. Since this available, why not choose the fastest moving vehicles. So, Scenario 3 unquestionably covers the greatest distance. Scenario 2 covers less distance than scenario 3 but more distance than scenario 1 assuming you swap into the second vehicle as it's velocity surpasses the first vehicle. You do scenario 2 when there is no scenario 3. It is a swap for xover into increasing velocity vehicles since maximizing price distance per unit of time just makes more money...

    Kind Regards ALL,
    MAK!
     
    #1025     Jan 12, 2006
  6. cnms2

    cnms2

    And attached there's my interpretation of REDF's channels.
     
    #1026     Jan 12, 2006
  7. Gandolph

    Gandolph

    SPDR
    I do not see an attached post "Too Long" but I would like to read it.
    Don
     
    #1027     Jan 12, 2006
  8. nkhoi

    nkhoi

    page 165
     
    #1028     Jan 12, 2006
  9. If you click the search function (located top right corner of this page) and type in Grob109, all of Jack's posts (under this alias) will come up in order. His "Too Long" post shouldn't be too far down the list.

    - Spydertrader

    Edit: I provided the above instructions in case your "settings" for page viewing had been altered. Changing the number of posts per page (as I have done) in the account profile section creates a different set of page numbers than the default settings.
     
    #1029     Jan 12, 2006
  10. Bohdan

    Bohdan

    This is my first post here, I’ll try to keep it short, but there is so much going on in my head. Thank you Jack, Spydertrader, Mak, Icarus, Easyrider and many others for your time and patience. All of you have been the source of at least one AHA moment for me. It has been great to watch the Grob and Spyder threads develop over the last year or so. The B guys are pretty well gone and it has been all business since. A great learning experience! The Hershey Thinking and Methodolgy have caused a Paradigm Shift in my thinking, and, I suspect, in the minds of many of my fellow lurkers.

    About two weeks ago, I ran across one of Jacks’ old posts in MSN regarding “ money velocity”, another one of those AHA moments. Then the “Too Long” post, and a very descriptive analogy from Mak. I feel another paradigm shift in the making.

    I am very much a beginner and really just want to get this equities thing down for now. I could spend the day here writing and asking questions, but enough for now.

    Todd, if you don’t mind, I would like to be the resident dummy here for the next couple of weeks and try to raise the bar for myself and some of the other newbies.

    Let me start with: MLR (multiple lines of regression??), from page 5 of Jacks Too Long post . Also, DOM (depth of market??).

    Thanks,

    Gordon
     
    #1030     Jan 14, 2006
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