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Annual Technical Analysis Outlook –“Wave 5 Boom & Bust”– Jan 2017

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It gives me great pleasure to start 2017 with the usual award winning Annual Technical Outlook report from the guys. Of course none of of have a crystal ball but of all the thousands of reports I have read over the last few decades, including many very expensive mkt “expert” reports, I can say this report is consistently the most accurate template forecast of what is to follow.

A quick trading practice comment, if the guys are correct in their “boom bust’ analysis 2017 will be the year for the momentum traders. Low volatility and momentum has been a feature of this ‘recovery’ market over the years which has not provided for a highly profitable momentum based trading strat. (Hence many hedge funds have under performed index funds). But a large end cycle stage, especially in the run up to the distribution top, usually provides an extremely good momentum trading environment. Blow off tops are the time when the crowd enters, when weak participants chase price blindly. They are the moment of extreme greed and stupidity which for nimble leveraged price traders can yield huge rewards. Equally these moments cut both ways, if you are not tight on your stops, or carry too much risk for your comfort, then volatility can be hugely unkind to the unpracticed. So its likely a year we discover how good, or bad, we are!

I’m going to leave the detail to the guys here and make some annual tech comments on a separate update. Finally though i want to just add this quote from Soros.

“The financial markets generally are unpredictable. The idea that you can actually predict what’s going to happen contradicts my way of looking at the market.” Soros on how his reflexivity principle affects the way he looks at markets.

To quote this on a technical analysis research website may seem odd but i want to say that to me the two sit perfectly together and are in no way at odds.
The market’s data, correlations, cycles, fundamentals, indicators, price patterns all provide us with the consensus high probability path price may follow. It also provides us with a clear gauge of the conviction behind the consensus view. Policy actions as well as unforeseen events can and often do clearly alter these outcomes. When the disconnect between the two are significant we get the greatest price moves. “From failed moves…
Technical analysis is vital therefore to gauge both the consensus view and the conviction behind this consensus view not to provide us the impossible ‘answer’ the outcome in itself. (Emphasis added!). Failure to understand the above will make you a losing trader year after year. Events will unfold as they do and trading opportunities will follow where the consensus participants are either facing the wrong way or behind the curve and their catch up or reflexivity to this new reality is where we make our margin.
Enough on the philosophy to the report:
My best wishes to all for a happy healthy and prosperous 2017.
Rich

 

 

 

 


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