Your ratio of technical vs fundamental analysis for your trading

Discussion in 'Trading' started by Golden Retriever Trading, Dec 23, 2016.

What is your ratio of technical vs fundamental analysis for your trading

  1. Purely or almost purely driven by technicals

    62.9%
  2. Mainly driven by technicals

    14.3%
  3. Between 30/70 to 70/30

    8.6%
  4. Mainly driven by fundamentals

    8.6%
  5. Purely or almost purely driven by fundamentals

    5.7%
  1. ironchef

    ironchef

    Nobody should get upset.

    In the interest of discussions and learning, I dug up two academic studies on TA with somewhat different conclusions and view points. Both said evidences showed TA worked in certain situations. The TA supporters most likely figured out what worked for them. The others found other ways to trade successfully?

    http://etheses.whiterose.ac.uk/696/1/uk_bl_ethos_431997.pdf

    http://people.stern.nyu.edu/adamodar/pdfiles/invphiloh/techanal.pdf

    Since I was never able to trade with TA successfully, I am going to study both papers carefully over the holiday and perhaps improve my trading.

    Cheers and happy New Years to all.
     
    #31     Dec 26, 2016
  2. Zzzz1

    Zzzz1

    As those are academic papers as you claimed I am sure that the authors will have provided in detail walk through the TA approach they have taken with results all under the premise of sound statistical analysis. Else they are not even worth the paper written on.

    By the way, you may want to read up on TA definitions. One paper deals with book to market ratios.clearly not TA

     
    Last edited: Dec 26, 2016
    #32     Dec 26, 2016
  3. ironchef

    ironchef

    Fundamental? Book to market, could be related to relative strength per IBD definition of relative strength?
     
    #33     Dec 26, 2016
  4. Zzzz1

    Zzzz1

    That must be it :D

     
    #34     Dec 26, 2016
  5. bone

    bone

    Fundamental considerations are reflected in price. I've never come across a Commercial or large well-informed Spec that allowed a market to remain "mis-priced". ( in the interest of full disclosure, I traded Commercial energy in the 90's )

    Everything known about a market - the collective wisdom of fair value, is distilled into the last price print.

    To whit, technical traders are factoring fundamentals into their trading models if they are using price data - they just don't realize it.
     
    #35     Dec 26, 2016
    ironchef and eganon69 like this.
  6. Zzzz1

    Zzzz1

    Ifnothing else then 2016 should have have taught you that you are dead wrong about this claim. The buying post Trump had nothing whatsoever to do with technicals and everything with a shift in fundamentals. It served as prime example that markets are not efficient all the times. It took days for the shift in fundamentals to be fully priced in.

     
    #36     Dec 26, 2016
  7. bone

    bone

    No need to get your panties in a wad. The shift in fundamentals was reflected in higher pricing, and any decent trend following system would have gotten you long.
     
    #37     Dec 26, 2016
  8. ironchef

    ironchef

    Here is a thought:

    Technical analysis involves studying price and volume movements. Those movements are caused by the shifting opinions and actions of those who’ve done the fundamental analysis of the company and its stock price or situations. So, whether you are a TA or a FA, you are both smart money that can figure out the correct price movement going forward.

    Dumb money (general retail guys trade randomly) produce noise, the random movements. I remembered Black published a paper that said something like the price of stock equaled value + noise. Smart money determine value and dumb money (retail investors like me) provide the randomness - noise. I think Prof Shiller said the same thing.

    So, no need to argue as you are both doing the same smart thing.:finger:
     
    #38     Dec 26, 2016
  9. eganon69

    eganon69

    True. Even something as elementary as a MA crossover system would have had you LONG on Bank stocks and Materials way before the election. Example BAC chart. You can also see a string of higher highs and higher lows long before November.


    BAC.png
     
    #39     Dec 27, 2016
  10. bone

    bone

    Yep. And we've seen the same thing in Rates before the Fed announcement, and in Crude before the OPEC announcement. And where this is super obvious would be in the forward pricing curve - it's a perfect analog to projected supply fundamentals.
     
    #40     Dec 27, 2016
    victorycountry likes this.