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Indicators

CCI and Williams %R

Two more oscillators. Both normalise price against a recent range, which is what almost every oscillator does, and the differences are in the arithmetic rather than in the information.

Intermediate3 min read
Indicators

Money Flow Index

RSI with volume weighting. It is one of the few oscillators that introduces an input other than price, which is the whole of its claim.

Intermediate3 min read
Indicators

Volume Profile

Volume plotted against price rather than against time. It answers where trading happened, which a conventional volume bar cannot.

Advanced3 min read
Indicators

Market Profile

A distribution of time spent at each price rather than volume. Built for a session, it describes where the market accepted a price and where it rejected one.

Advanced3 min read
Indicators

Elliott Wave, Assessed

A framework describing price as a nested sequence of five-wave and three-wave structures. Widely followed, and difficult to falsify in the form it is usually applied.

Advanced4 min read
Indicators

The Wyckoff Method, Assessed

A framework describing markets as cycles of accumulation and distribution driven by large operators. Its mechanism is plausible; its identification is retrospective.

Advanced3 min read
Indicators

Divergence, Across Indicators

Price makes a new extreme and an indicator does not. It is the most cited observation in chart reading and one of the weakest, for a reason that follows from the construction.

Intermediate3 min read
Patterns

Reading a Candlestick

Each candle compresses a period of trading into four prices. Learning to read the body and the wicks is the single highest-return skill in chart reading.

Foundations4 min read
Patterns

Support, Resistance and Breakouts

Prices where buying or selling has repeatedly been heavy enough to stall a move. The mechanism is order flow and memory, not magic numbers.

Foundations4 min read
Patterns

Trendlines and Channels

A straight line through successive highs or lows, describing the slope of a move. Useful, and more subjective than almost anything else on a chart.

Foundations5 min read
Patterns

The Bull Flag

A sharp advance followed by a shallow, orderly pullback. It is the most common continuation shape and its defining quality is what the pullback does not do.

Intermediate4 min read
Patterns

The Flat Base

A tight sideways range that holds after an advance rather than giving it back. Its virtue is that it is boring, which is exactly what makes it informative.

Intermediate4 min read
Patterns

The Cup and Handle

A rounded recovery back to a prior high, followed by a small drift before the level is tested. The shape describes a supply problem being worked through.

Intermediate4 min read
Patterns

The Ascending Triangle

A flat ceiling met by a rising series of lows. Buyers are paying up earlier each time while a fixed supply sits overhead, and the shape has to resolve.

Intermediate3 min read
Patterns

Volatility Contraction

A sequence of successively shallower pullbacks, each on lighter volume. It is less a shape than a process, and the process is supply being absorbed.

Advanced4 min read
Patterns

Double Bottoms and Double Tops

Two extremes at a similar price separated by a move against them. The second test is where the information is, and its character is what distinguishes the pattern from a continuation.

Intermediate4 min read
Patterns

Head and Shoulders

Three peaks with a higher middle one, measured against the line joining the troughs. The most recognisable reversal shape and the most over-identified.

Intermediate4 min read
Patterns

Gaps

A bar that opens away from the prior close, leaving a space where nothing traded. The cause matters more than the shape, and most of them have a cause on record.

Intermediate4 min read
Patterns

Reversal Candles: Hammer, Engulfing, Doji and Shooting Star

Named single- and two-bar shapes that describe a session's balance between buyers and sellers. They describe a condition; the word reversal in their names promises more than they deliver.

Intermediate4 min read
Patterns

Volume Confirmation

The idea that a price move backed by heavy participation carries more information than the same move on light volume. It is the most durable principle in pattern work.

Intermediate4 min read
Patterns

Failed Patterns, and What They Tell You

Most patterns fail. That is the base rate rather than a defect, and a failure carries real information because of who it traps.

Advanced5 min read
Patterns

Rising and Falling Wedges

Two converging lines that both slope the same way. The convergence is the observation; the direction attached to it in the folklore is a separate claim.

Intermediate3 min read
Patterns

Pennants and Rectangles

Two continuation shapes that differ only in whether the pause is converging or flat. Both describe a period in which nothing was decided.

Intermediate3 min read
Patterns

Descending and Symmetrical Triangles

The other two triangles. All three describe a narrowing range, and the labels differ only in which boundary is flat.

Intermediate3 min read
Patterns

Rounding Bottoms and Tops

A gradual curve rather than a sharp reversal. It describes a slow change in the balance between buyers and sellers, and it takes a long time to become visible.

Intermediate3 min read
Patterns

Island Reversals

A cluster of bars separated from everything around it by gaps on both sides. Rare, unambiguous to identify, and about the population of holders trapped inside it.

Advanced3 min read
Patterns

Morning and Evening Stars

A three-bar sequence: a strong bar, a small indecisive one, and a strong bar the other way. The middle bar is where the description lives.

Intermediate3 min read
Patterns

Harami and Engulfing Patterns

Two two-bar relationships that are mirror images: one bar contained inside the previous one, or one bar covering it entirely.

Intermediate3 min read
Patterns

Piercing Lines and Dark Cloud Covers

Two-bar patterns defined by how far the second session recovers into the first. The threshold is a convention, and the degree is the information.

Intermediate3 min read
Patterns

Three White Soldiers and Three Black Crows

Three consecutive strong sessions in the same direction. The pattern is a description of persistence, and persistence is exactly what momentum research measures.

Intermediate3 min read
Patterns

Measured Moves and Targets

Every named pattern comes with a convention for projecting a target. All of them do the same thing: scale the expected move to the size of the structure.

Intermediate3 min read
Charting

Timeframes and Multi-Timeframe Analysis

The timeframe decides what is signal and what is noise. The same price series produces contradictory readings at different aggregations, and both readings are correct.

Foundations5 min read
Charting

Linear and Logarithmic Price Scales

On a linear scale equal distances mean equal dollars; on a logarithmic scale they mean equal percentages. Over long spans the two produce genuinely different pictures.

Intermediate5 min read
Charting

Chart Styles: Candles, Bars, Line, Area and Heikin-Ashi

Each style discards something different. Knowing what a style is throwing away is what stops it from misleading you.

Foundations4 min read
Charting

Adjusted and Unadjusted Prices

Historical prices are routinely restated so that splits and dividends do not appear as real moves. This is correct, and it means the chart does not show what the stock actually cost.

Intermediate5 min read
Charting

Extended-Hours Data on a Chart

Whether a chart includes premarket and after-hours trading changes its bars, its gaps and every indicator computed from them.

Intermediate4 min read
Charting

Drawing Tools and How to Use Them

Drawings are a record of an analysis, and they are also the easiest way to convince yourself of something that is not there.

Foundations5 min read
Charting

Chart Layouts and Saved Templates

A layout is a saved way of looking. Fixing it in advance is what makes comparisons across securities and across time meaningful.

Intermediate4 min read
Charting

Real-Time and Delayed Market Data

Market data is licensed, and a delayed feed is a licensing outcome rather than a technical one. Knowing which you are looking at matters for anything time-sensitive.

Foundations4 min read
Charting

Renko and Point and Figure

Two chart styles that remove time from the horizontal axis entirely. A new mark appears only when price moves a defined amount.

Advanced3 min read
Charting

Bar Replay and Reviewing Your Own Decisions

Stepping through a chart bar by bar, with the future hidden. It is the only charting tool that addresses hindsight directly.

Intermediate3 min read
Charting

Price Alerts

A notification when price reaches a level. It is a small feature with a specific and underrated function: it lets a decision be made before the moment it applies.

Foundations3 min read
Charting

Comparison Overlays and Ratio Charts

Plotting two securities together, or dividing one by the other. The second is more informative and is used far less.

Intermediate3 min read
Charting

Workspaces and Comparing Several Securities

Several charts on one screen. The value comes from them being configured identically, which is the only thing that makes the comparison real.

Intermediate3 min read
Charting

Reading Someone Else's Chart

A published chart carries a set of choices that are rarely stated. Establishing them is the first step in reading it, and most of them change what it appears to say.

Intermediate3 min read
Filings

EDGAR: The Filing Database

Every filing a US registrant submits is public, free, and searchable within moments of being accepted. It is the single most underused resource in equity research.

Foundations5 min read
Filings

The 10-K: The Annual Report

The most complete document a public company produces. Audited, comprehensive, and structured identically across every registrant, which is what makes it navigable.

Foundations5 min read
Filings

The 10-Q: The Quarterly Report

A lighter, unaudited version of the annual report, filed for the first three quarters. Its value lies in the comparison to the same quarter last year.

Foundations5 min read
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