Download
Article

• Interview: A Conversation With Sunny Harris

  ARTICLE SYNOPSIS ...Sunny Harris is a full-time trader as well as a programmer, teacher, and consultant to individual and institutional clients. Harris has been a speaker at many conferences and seminars and has made various media appearances over the years. She regularly gave three-day seminars on programming indicators and systems. She has held a CTA certification and CMT membership. Stocks & Commodities Contributing Writer Karl Montevirgen spoke with her to discuss her early entry into the field of technical analysis, programming, and trading, as well as what motivates her to continue with trading to this day...

AUTHOR: Karl MontevirgenDATE: SEP 2022SUBJECT: Interview

Download
Article

• Interview: A Conversation With Jon Wolfenbarger

  ARTICLE SYNOPSIS ...Jon Wolfenbarger, CFA, has over 25 years of professional investment experience. In addition, he spent over three decades studying investing and economics to develop an approach to investing based on technical, fundamental, economic, and long-term returns analysis, as well as an understanding of the underlying economic and psychological causes of business cycles and bull and bear markets...

AUTHOR: Karl MontevirgenDATE: MAY 2022SUBJECT: Interview

Download
Article

• Interview: The Brogans Of The Brogan Group Equity Research

  ARTICLE SYNOPSIS ...It's a family affair: Bob Brogan Sr., Terence Brogan, and Rob Brogan Jr. run The Brogan Group Equity Research (BGER), a division of Wellington Shields & Co. The firm offers decades of experience as institutional market technicians, publishing daily research based on money flow and relative performance and providing buy and sell recommendations on stocks, commodities, currencies, and fixed income. We spoke with them about their path to discovering their money flow and relative performance analytics approach to market analysis...

AUTHOR: Karl MontevirgenDATE: JUN 2022SUBJECT: Interview

Download
Article

• Interview: A Conversation With Alon Horesh

  ARTICLE SYNOPSIS ...Alon Horesh has been an active trader in the US equity markets since 2005. He is the cofounder of Alpha Over Beta (alphaoverbeta.net), which specializes in automated trading solutions. As a software systems architect, Horesh has been involved in the development of automated solutions for the past 20 years. He is accomplished in stock market analysis, risk management, and algorithmic trading strategies, and is an instructor at the Psagot College trading academy in Israel. Karl Montevirgen interviewed Alon Horesh to discuss trading strategy development and testing, his approach to algorithmic tr...

AUTHOR: Karl MontevirgenDATE: SEP 2021SUBJECT: Interview

Download
Article

• Interview: A Conversation With David Lundgren

  ARTICLE SYNOPSIS ...David Lundgren, CMT, CFA, is a 30-year investment industry veteran with a focus on technical analysis strategies, particularly momentum and trend following. He was a managing director, portfolio manager, and director of technical research at Wellington Management. He has held similar positions at Fidelity Management and Thomson Financial. He has launched several research and investment firms, including Lundgren Financial Services, Breakaway Research, and hedge fund Lyceum Capital. He co-hosts the monthly podcast "Fill the Gap" for the CMT Association, which he launched at the start of 20...

AUTHOR: Karl MontevirgenDATE: OCT 2021SUBJECT: Interview

Download
Article

• Interview: A Conversation With Timothy Brackett

  ARTICLE SYNOPSIS ...Timothy Brackett, MSTA, CFTe, is a technical analyst with 35 years of financial market experience, both on the sell side and buy side. He is CEO and founder of The Market's Compass, LLC (themarketscompass.com), which offers market consulting services as well as subscription-based ETF research. He works at Marketfield Asset Management LLC building a database to track economic, fundamental, and price statistics, and creates a mechanism through the visualization of the data to alert the portfolio manager and analysts of pertinent changes...

AUTHOR: Karl MontevirgenDATE: MAY 2021SUBJECT: Interview

Download
Article

• Interview: A Conversation With Jack Schwager

  ARTICLE SYNOPSIS ...Jack Schwager is a trading expert and author of the bestselling Market Wizards book series as well as other notable books in the field. In his latest book, Unknown Market Wizards, he interviews eleven successful low-profile traders to examine how they have achieved their exceptional trading performance. Stocks & Commodities Contributing Writer Karl Montevirgen interviewed Jack Schwager to ask him for some insights from his latest book as well as about whether we as traders can emulate the successes of these high-performance traders. Read on to find out his answers to these questions and more...

AUTHOR: Karl MontevirgenDATE: JUN 2021SUBJECT: Interview

Download
Article

• Interview: Technical And Market Analysis With Kyle Crystal

  ARTICLE SYNOPSIS ...Kyle Crystal, CMT, CFTe, is a portfolio manager and technical/quantitative market strategist with experience in formulating and implementing investment policy in various styles, including long-short, global macro and long-only for single managed accounts as well as fund structures. STOCKS & COMMODITIES Contributing Writer Karl Montevirgen spoke with him about his approach to analyzing the markets, an approach that includes multiple timeframe analysis, market geometry, Elliott wave theory, momentum oscillators, Gann analysis, cycles, and candlesticks...

AUTHOR: Karl MontevirgenDATE: JAN 2021SUBJECT: Interview

Download
Article

• Interview: A Conversation With Urban Jaekle

  ARTICLE SYNOPSIS ...Urban Jaekle has been trading stocks since 1995 and futures since 2000. He is coauthor of Trading Systems: A New Approach To System Testing And Portfolio Optimization (2019, second edition) along with Emilio Tomasini. He worked on the trading floor of the CME in S&P 500 futures, and for several years he traded his strategies for a German fund. He now regularly shares his experiences in building robust trading systems in books, seminars, and video, and he is launching a signal service for US stocks. We conversed with him about strategy development and more...

AUTHOR: Karl MontevirgenDATE: FEB 2021SUBJECT: Interview

Download
Article

• Interview: Cris Doloc On Data-Driven Trading

  ARTICLE SYNOPSIS ...Cris Doloc has two decades of professional experience as a technologist, quant, and academic. His current area of specialty is quantitative and computational finance...

AUTHOR: Karl MontevirgenDATE: NOV 2020SUBJECT: Interview

Download
Article

• Interview: Looking At Markets With Fawad Razaqzada

  ARTICLE SYNOPSIS ...Fawad Razaqzada is a market analyst and economist who has worked for several leading brokerages as a market analyst in London, specializing in forex, commodities, stock indexes, and cryptocurrencies. He uses his knowledge of economics together with fundamental analysis to forecast short-term price fluctuations. He also conducts live market analysis and educational webinars on various subjects, including trading psychology...

AUTHOR: Karl MontevirgenDATE: MAY 2020SUBJECT: Interview

Download
Article

• Interview: A Minute With Michele Mish Schneider

  ARTICLE SYNOPSIS ...With more than 30 years of commodity trading experience, Michele "Mish" Schneider is the director of education & trading research for MarketGauge.com, where she is a market analyst, writer, and producer of daily market analysis in "Mish's Daily". She also serves as a developer and trading mentor in several of MarketGauge's trading serv...

AUTHOR: Karl MontevirgenDATE: FEB 2020SUBJECT: Interview

Download
Article

• Interview: Algorithmic Trading With Kevin Davey

  ARTICLE SYNOPSIS ...A professional trader and systems developer, Kevin J. Davey has been developing, analyzing, testing, and creating trading strategies for over 25 years in every futures market from the emini S&P to crude oil to corn to cocoa. He is the author of Building Winning Algorithmic Trading Systems, Introduction To Algo Trading, and other books. During the years 2005-2007 he came in first place once and second place twice in the World Cup Championship of Futures Trading. In addition to trading full-time, Davey now teaches and consults via his Strategy Factory online workshops. He shares his insights and...

AUTHOR: Karl MontevirgenDATE: AUG 2020SUBJECT: Interview

Download
Article

• Interview: Market Data Insights With John Ehlers

  ARTICLE SYNOPSIS ...John F. Ehlers is a market technician with a specialty in the study of market data and cycles, as well as using that data more effectively to develop trading strategies. In the early 1980s, around the same time this magazine was launched, he was pioneering new ways to accurately measure market cycles using engineering techniques discovered during his time as a Senior Engineering Fellow with Raytheon and during his work on various special projects including SkyLab...

AUTHOR: Karl MontevirgenDATE: SEP 2019SUBJECT: Interview

Download
Article

• Interview: A Technical Narrative With Mark Newton

  ARTICLE SYNOPSIS ...Mark L. Newton has more than 25 years of buy-side and sell-side experience in financial services. Before moving to the New York City area in 2004, he traded equity options as a market maker and floor trader at the CBOE, and worked in risk management. He is a member of the CMT Association (formerly Market Technicians Association), and is a former member of the CBOE, CBOT, and PHLX exchanges. He obtained the CMT (Chartered Market Technician) designation in 2002. In 2016, he founded an advisory firm, Newton Advisors LLC (NewtonAdvisor.com), which offers a consulting and web subscription service t...

AUTHOR: Karl MontevirgenDATE: OCT 2019SUBJECT: Interview

Download
Article

• Interview: Following The Trend With Perry Kaufman

  ARTICLE SYNOPSIS ...Perry J. Kaufman has been involved in trading, research, and advisory functions at commercial banks, securities houses, central banks, and hedge funds since 1971. His current area of specialty is the design of trading systems, algorithms, and indexes. S&C contributor Karl Montevirgen spoke with him to focus on price and momentum divergence, and how traders can exploit changes in the markets that have occurred over the past two decades...

AUTHOR: Karl MontevirgenDATE: DEC 2019SUBJECT: Interview

Download
Article

• Product review: SlopeOfHope.com

  ARTICLE SYNOPSIS ...Every era, when in full swing, is defined not only by its innovations, technologies, and productive output, but also by its forms of decadence...

AUTHOR: Karl MontevirgenDATE: SEP 2018SUBJECT: Product Review

Download
Article

• Use Seasonality To Optimize Algorithmic Strategies

  ARTICLE SYNOPSIS ...It's not uncommon for markets to trend based on seasonal patterns. So when your system doesn't seem to be giving you the returns you were hoping for, it may help to turn to seasonality analysis to try and optimize your trading system...

AUTHOR: Karl MontevirgenDATE: JAN 2017SUBJECT: Trading Systems

Download
Article

• Seasonality Pivot Points

  ARTICLE SYNOPSIS ...Markets, some more than others, are impacted by seasonal tendencies such as production schedules, weather, and supply/demand conditions. A deeper analysis into these seasonal patterns can help reveal the reality behind price movements and could help in your strategy development. Here's how...

AUTHOR: Karl MontevirgenDATE: AUG 2017SUBJECT: Indicators

Download
Article

• Exploiting Guts, Risk, And Decay

  ARTICLE SYNOPSIS ...Risk is a necessary part of the trading game. Here's one strategy that could work for you if you have the experience, the capital, and the willingness to take on higher risk...

AUTHOR: Karl MontevirgenDATE: APR 2017SUBJECT: Options

Download
Article

• Calculating Pip Values

  ARTICLE SYNOPSIS ...Does it make a difference if your domestic currency is the first currency or second currency? It sure does, and it affects how the currency is valued. Here are some different scenarios you can encounter and how you can calculate the pip values in each of these situations....

AUTHOR: Karl MontevirgenDATE: APR 2015SUBJECT: Forex Focus

Download
Article

• Position Sizing In The Spot Forex Markets

  ARTICLE SYNOPSIS ...Wouldn't you like to know exactly how much you are risking before you enter a trade? Find out how to do just that before placing your next trade....

AUTHOR: Karl MontevirgenDATE: APR 2014SUBJECT: Money management