Key Reference Articles
Please find below a list of key reference articles grouped by subject matter:
Trading Ideas, Market Barometers, Correlation & Volatility
- Using The Daily Workbook
- Q&A: Stock Picking and Self-Attribution Bias
- A Conversation with Charles Kirk
- Q&A at KirkReport.com
- Barometers: What The Market Says
- The Beauty Contest Stock Scan
- Relative Momentum and Strength Are Key
- How to Read the RMI Histogram
- Putting It Together
- The Correlation Heat Map
- Identifying Volatility Clusters
- VIX and The Rules of Investing
- A Study Shakes Confidence In the Volatile-Stock Theory
Investor Sentiment
- 50 Ways to Lose Your Money
- Taylor on Sentiment, Returns and Volatility
- The Philosophy of Tops
- The Investor Sentiment Cycle, Part I
- The Investor Sentiment Cycle, Part II
- Where We Are In The Cycle
- Where We Are In The Cycle, Part II
- Sentiment Lesson from Corn & Soybeans
- Financial Economics Lecture 18: Behavioural Finance
- Leverage, Bubbles and Crashes
Economic Fundamentals
- The World According to Brock (Introduction)
- The World According to Brock I
- The World According to Brock II
- The World According to Brock III
- The World According to Brock IV
- Brock: It’s the Leverage, Stupid
- How to Spot a Bogus Economic Forecast
- Another Look at Macroeconomics
- Bernanke Takes Aim At Counterknowledge
- Q&A: What Went Wrong with Economics?
- No Exit: Price-Level Targetting Instead
- Inflation, Deflation & The Exit Strategy
- Monetary Inflation and Shadow Money, a Primer
- Adventures in Macroeconomics
- Does “Printing Money” Lead to Inflation?
- The Wisdom of Ray Dalio
- Geanakoplos on The Leverage Cycle
Fundamentals of Trading
New material is constantly added to The Knowledge Base and The Playbook.
- Stock Picking, Market Strategy with Fundamentals
- Beta vs. Volatility Ratio
- Trade Without Stress or Taking Heat
- Chart Reading, The Refresher Course
- Trader Bootcamp: Introduction
- Trader Bootcamp: Reference Material
- Trader Bootcamp: Exploiting Mistakes
- Trader Bootcamp: Reading The Tape
- Trader Bootcamp: Chart Patterns
- Trader Bootcamp: The Grail Fail
- Teresa’s Rules of Market Survival
- Seven Steps to Better Stock Trading
- List of Discretionary Trade Setups
- Download Bonus Material
- Evaluating Buy and Sell Signals
- Principles of Profitable Trading
- Trading with the Smarter.Swings Indicator
- Options: Bull Call and Bear Put Spreads
- Q&A: Trading with Call and Put Spreads
- How To Think Diabolically
- Trade Like a Commando, Part I
- Thoughts on Position Sizing
- Own The Zone: Chapter One
- Own The Zone: Chapter Two
- Own The Zone: Chapter Three
- Own The Zone: Chapter Four
- Own The Zone: Chapter Five
- Own The Zone: Chapter Six
- Own The Zone: Chapter Seven
- Stops Cannot Be Eyeballed
- Thoughts on the Kase Dev-stop
- Engineering Better Bollinger Bands
- Expectancy, Performance and The “R” Word
- Q&A: Are Moving Averages Useful?
- Q&A: Interpretation of Moving Averages
- Trend & Cycles Research
- Aftermath of Secular Bear Markets
- Technical Trading Rules Revisited
Investment Portfolios
Effective October 1, 2009, my model investment portfolios are now at RetirementBuilder.ORG.
- Q&A: Where Do I Start?
- Hedging Your Portfolio: A Real-Life Example
- Hedging Market Risk with Futures
- Currency Hedging for Your Portfolio
- U.S. Core and Satellite Portfolio Allocation Calculator
- Q&A: Vanguard and Fidelity Equivalents
- Building Your Portfolio: Part I
- Building Your Portfolio: Part II
- Building Your Portfolio: Part III
- Building Your Portfolio: Part IV
- Building Your Portfolio: Part V
- Building Your Portfolio: Part VI
- Building Your Portfolio: Part VII
- Building Your Portfolio: Part VIII
- Building Your Portfolio: Part IX
- Should You Trade Your Investment Portfolio? I
- Should You Trade Your Investment Portfolio? II
- Should You Trade Your Investment Portfolio? III
- Should You Trade Your Investment Portfolio? IV
- Moving Averages for Portfolio Timing
- Alpha vs. Beta for Your Portfolio
- Time To Get Back Into the Market? Part 1
- Time To Get Back Into the Market? Part 2
- Time To Get Back Into the Market? Part 3
- Time To Get Back Into the Market? Part 4
- A Conversation with David Fry
- Time to Dump Stocks?
- Time to Dump Stocks? Part 2
Recommended Reading
Before you trade or invest, take time to contemplate and understand some fundamental truths.
- The Meditations of Marcus Aurelius
- The Nature of Risk
- Winning The Mental Game on Wall Street
- Reminiscences of a Stock Operator
- A Mathematician Plays The Stock Market
- How to Lie with Statistics
- Chance
- Game Theory: A Very Short Introduction
- The Winner’s Curse
- Behavioral Finance & Decision Theory
- New Market Wizards (Eckhardt Chapter)
- Pioneering Portfolio Management
- Unconventional Success
- A Brief History of Economic Genius
- General Economic History
- The Age of Turbulence
- In an Uncertain World
