Management Training Courses
Seminars. Workshops. MasterClasses
Technical Analysis, Signal Correlation & Timing
Technical Analysis and Advanced Timing Best Practices
Action Learning Seminar and Workshop
||USA West: Las Vegas, NV. Los Angeles, CA. San Francisco, CA. Seattle, WA.
USA East: Chicago, IL. Houston, TX. New York, NYC, NY. Washington, DC. Miami, FL.
||4 days (2 days seminar +
2 days project)
||9:30 AM - 3:30 PM
||10% for 2 delegates. 15% for 3 or more delegates. Valid only for Las Vegas venue.
Contact us for training topics and duration customization or one-to-one coaching.
Available at client site for a group of 5
or more delegates.
Chief Investment Officer's (CIO) team, including
investment managers, fund managers, finance managers, investment
advisors, private equity managers, hedge fund managers, investment
analysts, portfolio managers, investor relations managers, family
offices, HNWI, UHNWI and professional investors
Knowledge of basic finance concepts and stock
Note: We do not accept students seeking initial employment, postsecondary education, or initial licensing programs
- Provide participants with a complete view of technical analysis
including charting techniques, indicators (price, volume, momentum,
moving averages) and methods for timing of trades based on identified
- Examine and identify risk levels involved with technical analysis
- Explain the signal correlation theory and its components
- Demonstrate the forms of correlation that work most effectively
- Describe the relationship between strength (or weakness) of trends
and likely success of well-timed options trades
- Provide proven steps and worksheets to apply this system
Expose participants to the full range of technical analysis as a
practical tool for timing trades, but not overly technical or aimed
at academic and theory-based interests
Demonstrate methods for applying conservative
principles of options trading with reliable candlestick reversal and
Explain the forms of confirmation and why they
Live training with numerous illustrative materials,
self-tests each hour
Application of principles on actual stock charts, demonstrating price
patterns and timing for options trade entry and exit.
The development and evaluation of trading skills and confidence based on
sound principles and thorough knowledge of risks
- Theories of the market; charting and chart reading; price
indicators including candlesticks and traditional methods; volume
indicators; moving averages; momentum oscillators
Theories of the market, EMH, RWH and Dow Theory and why signal
correlation works; methodology and selection are key to a conservative
and profitable strategy
Module 1: Technical Analysis
1 - INTRODUCTION
- Fundamental vs. technical analysis? Differences and similarities;
using both together in a coordinated program.
- Does technical analysis work? Examples and a case study showing
the value of technical analysis.
- Critics of technical analysis. Short-term price movement is
chaotic, so how does it provide meaning? The essential features of
price patterns, oscillators and moving averages.
- Assumption behind technical analysis. Even with chaotic price
movement, all economic matters (including supply and demand in pricing
of assets) has predictable and specific order. It does not always
manifest, but it does so often enough to provide traders with
2 - CHARTS
- Types of charts in use today: line chart, OHLC, and candlestick
- Chart properties: time scale, price scale (linear, log and semilog)
- Chart patterns in Western technical analysis: head and shoulders,
cup and handle, tops and bottoms, triangles, flags and pennants,
wedges, gaps, rounding bottoms and tops, support and resistance --
analysis using recent charts
3 - JAPANESE CANDLESTICKS
- What are Japanese candlesticks?
- Features: open and close, high and low, price direction
- Study of several candlesticks charts and definitions
- A short list of valuable candlestick reversal signals - analysis
on actual charts
4 - TRENDS
- Why do prices trend?
- The Dow Theory, the premise of technical analysis
- Identifying trend lines and channel lines: up, down and horizontal
- Short-term, intermediate, and long-term trends - analysis on
- Consolidation, the third trend
5 - MOVING AVERAGES
- What are moving averages?
- Types of MAs: simple, linear, exponential
- Trends and trend reversals based on MA analysis
- MA applied to price changes
6 - INDICATORS
- Indicator types: price, volume, momentum
- Crossover and divergence and their significance
- Directional indicators
- Using indicators with candlestick chart reversal signals
7 - MOMENTUM OSCILLATORS
- RSI, MACD, and others
- Interpreting momentum changes
- Leading or lagging indicators?
- Oscillators used with candlestick signals
8 - CONFIRMATION
- Why is confirmation the key process in technical analysis?
- Entry and exit timing via confirmation
- Sources of confirmation: candlestick reversal, traditional Western
technical indicators, moving averages, oscillators
- Confirmation techniques among these sources of trend changes
Module 2: Signal Correlation and Timing
- Signal correlation is a system for timing of trades based on
correlation of price and other signals to include volume and momentum,
to resistance or support. This proximity is the key to exceptional
trade timing for technical traders and chartists
- Explanation of a two-year field-tested concept; demonstrated
success with exceptional net returns; options-trading based on chart
timing and candlestick analysis
- The theory of signal correlation: Trend strength and weakness.
Reversal strength and weakness. Reaction strength and weakness
- Can you beat the market? Efficient market hypothesis. Random walk
hypothesis. What the studies reveal.
- Three challenges to market assumptions: Pattern recognition.
Investor psychology. Contrarian investing and swing trading
- The starting point: Stock selection and the fundamentals: Debt
ratio trend. Dividends (per share, yield, payout
ratio, trend). P/E ratio, trend of annual high/low. Revenue and
- Inefficiencies exploited to improve trade timing: Earnings
surprises. News and rumor. Price over-reaction. Timing for ex-dividend
date and option expiration
- Trading medium: Shares of stock. Options. Combined stock and
- Exceptional signals: 10 strong Eastern (candlestick) indicators.
Western indicators (double top/bottom, head and shoulders, price gaps
- Theory and hypothesis statements: The theory of signal
correlation. Hypothesis statements (strong reversal, strong
continuation, weak signals and trends
- Quantifying the theory: Fundamental tests and point system.
Technical tests and point system. Charting attributes and challenges.
Independent variable, proximity, dependent variables, technical
confidence levels based on trends
confirmation bias; blind spots
- Testing the theory: Two-year test with 578 trades. Outcomes,
profit and loss results and overall annual yield
Training Course Customization Subjects
An overview of the technical analysis aimed at a
practical application, to better time short-term entry and exit points
based on charting, signal identification, and use of multiple
Value for individuals as well as portfolio
management professionals desiring a broad appreciation for technical
Explanation of the numerous requisites for signal correlation and
how they work together
Using options trades to enhance profits and protect positions in a
Courseware Content (Customized)
The training courseware includes the following:
Participant's training guide
Subject matter books
Executive summary of the subject matter:
Technical analysis toolkit (management frameworks, decision-models, and checklists)
Experiential work-based assessment project
and Conflict of Interest
We do not function as a rating agency.
We do not accept compensation from companies for review or rating
purposes. Any recommendation for or against any asset, trading
strategy, buy or sell action is done for an educational purpose only.
The expressed opinions should not be considered as an endorsement for
or against any asset, company or investment firm. Markets are
hyper-dynamic, we cannot and do not time the stock market. Our
forecasts continuously change with changing data; they are used as an
input to complex risk management and valuation decision models.
Despite past success in economic forecasting and research portfolio
designs, we do not provide any guarantee for future forecasts or
Training Course Registration
- Investment Management Training Course
- Accelerated workshop (classroom option)
- Experiential Action Learning
- Requires seat reservation
Training Course Registration