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Lim Mark Andrew. The Handbook of Technical Analysis + Test Bank
Foreword
Preface
OVERVIEW OF THE BOOK CONTENTS
ONLINE MATERIALS
Acknowledgments
About the Author
CHAPTER 1. Introduction to the Art and Science of Technical Analysis
1.1 MAIN OBJECTIVE OF TECHNICAL ANALYSIS
1.2 DUAL FUNCTION OF TECHNICAL ANALYSIS
1.3 FORECASTING PRICE AND MARKET ACTION
1.5 SUBJECTIVITY IN TECHNICAL ANALYSIS
1.6 BASIC ASSUMPTIONS OF TECHNICAL ANALYSIS
1.7 FOUR BASIC ASSUMPTIONS IN THE APPLICATION OF TECHNICAL ANALYSIS
1.8 MARKET PARTICIPANTS
1.9 CHAPTER SUMMARY
CHAPTER 1 REVIEW QUESTIONS
REFERENCES
CHAPTER 2. Introduction to Dow Theory
2.1 ORIGINS AND PROPONENTS OF DOW THEORY
2.2 BASIC ASSUMPTIONS OF DOW THEORY
2.3 CHALLENGES TO DOW THEORY
2.4 CHAPTER SUMMARY
CHAPTER 2 REVIEW QUESTIONS
REFERENCES
CHAPTER 3. Mechanics and Dynamics of Charting
3.1 THE MECHANICS AND DYNAMICS OF CHARTING
3.2 GAP ACTION: FOUR TYPES OF GAPS
3.3 CONSTANT CHART MEASURES
3.4 FUTURES CONTRACTS
3.5 CHAPTER SUMMARY
CHAPTER 3 REVIEW QUESTIONS
REFERENCES
CHAPTER 4. Market Phase Analysis
4.1 DOW THEORY OF MARKET PHASE
4.2 CHART PATTERN INTERPRETATION OF MARKET PHASE
4.3 VOLUME AND OPEN INTEREST INTERPRETATION OF MARKET PHASE
4.4 MOVING AVERAGE INTERPRETATION OF MARKET PHASE
4.5 DIVERGENCE AND MOMENTUM INTERPRETATION OF MARKET PHASE
4.6 SENTIMENT INTERPRETATION OF MARKET PHASE
4.7 SAKATA’S INTERPRETATION OF MARKET PHASE
4.8 ELLIOTT’S INTERPRETATION OF MARKET PHASE
4.9 CYCLE ANALYSIS INTERPRETATION OF MARKET PHASE
4.1 °CHAPTER SUMMARY
CHAPTER 4 REVIEW QUESTIONS
REFERENCES
CHAPTER 5. Trend Analysis
5.1 DEFINITIONS OF A TREND
5.2 QUALITY OF TREND: 16 PRICE CHARACTERISTICS IMPACTING FUTURE PRICE ACTION AND TREND STRENGTH
5.3 PRICE AND TREND FILTERS
5.4 TREND PARTICIPATION
5.5 PRICE INFLECTION POINTS
5.6 TRENDLINES, CHANNELS, AND FAN LINES
5.7 TREND RETRACEMENTS
5.8 GAPS AND TRENDS
5.9 TREND DIRECTIONALITY
5.10 DRUMMOND GEOMETRY
5.11 FORECASTING TREND REVERSALS
5.12 CHAPTER SUMMARY
CHAPTER 5 REVIEW QUESTIONS
REFERENCES
CHAPTER 6. Volume and Open Interest
6.1 THE MECHANICS OF VOLUME ACTION
6.2 VOLUME OSCILLATORS
6.3 CHAPTER SUMMARY
CHAPTER 6 REVIEW QUESTIONS
REFERENCES
CHAPTER 7. Bar Chart Analysis
7.1 PRICE BAR PATTERN CHARACTERISTICS
7.2 PRICE BAR PATTERN CHARACTERISTICS
7.3 POPULAR BAR REVERSAL PATTERNS
7.4 VOLATILITY-BASED BREAKOUT PATTERNS
7.5 CHAPTER SUMMARY
CHAPTER 7 REVIEW QUESTIONS
REFERENCES
CHAPTER 8. Window Oscillators and Overlay Indicators
8.1 DEFINING INDICATORS AND OSCILLATORS
8.2 EIGHT WAYS TO ANALYZE AN OSCILLATOR
8.3 CYCLE PERIOD, MULTIPLE TIMEFRAMES, AND LAGGING INDICATORS
8.4 INPUT DATA
8.5 TREND TRADING USING OSCILLATORS
8.6 WINDOW OSCILLATORS
8.7 OVERLAY INDICATORS
8.8 CHAPTER SUMMARY
CHAPTER 8 REVIEW QUESTIONS
REFERENCES
CHAPTER 9. Divergence Analysis
9.1 DEFINITION OF DIVERGENCE
9.2 GENERAL CONCEPT OF DIVERGENCE
9.3 STANDARD AND REVERSE DIVERGENCE
9.4 PRICE CONFIRMATION IN DIVERGENCE ANALYSIS
9.5 SIGNAL ALTERNATION BETWEEN STANDARD AND REVERSE DIVERGENCE
9.6 MORE EXAMPLES OF DIVERGENCE
9.7 CHAPTER SUMMARY
CHAPTER 9 REVIEW QUESTIONS
REFERENCES
CHAPTER 10. Fibonacci Number and Ratio Analysis
10.1 THE FIBONACCI NUMBER SERIES
10.2 FIBONACCI RATIOS
10.3 FIBONACCI RETRACEMENTS, EXTENSIONS, PROJECTIONS, AND EXPANSIONS
10.4 FIBONACCI (Φ-BASED) PERCENTAGE RETRACEMENT LEVELS WITHIN AN OBSERVED PRICE RANGE
10.5 FIBONACCI (Φ-BASED) PERCENTAGE EXTENSION LEVELS BEYOND AN OBSERVED PRICE RANGE
10.6 FIBONACCI (Φ-BASED) PERCENTAGE EXPANSION LEVELS BEYOND AN OBSERVED PRICE RANGE
10.7 FIBONACCI (Φ-BASED) PERCENTAGE PROJECTION LEVELS FROM A SIGNIFICANT PEAK OR TROUGH
10.8 WHY SHOULD FIBONACCI RATIOS OR NUMBERS WORK AT ALL?
10.9 GEOMETRICALLY VERSUS NUMERICALLY BASED FIBONACCI OPERATIONS
10.10 THE FIBONACCI TRADER’S TECHNICAL TOOLBOX
10.11 AREA OF APPLICATION
10.12 SELECTING EFFECTIVE INFLECTION POINTS FOR FIBONACCI OPERATIONS
10.13 FIBONACCI, DOW, GANN, AND FLOOR TRADER’S PIVOT POINT LEVELS
10.14 PROBABILITY OF CONTINUATION AND REVERSAL IN FIBONACCI RETRACEMENTS AND EXTENSIONS
10.15 FIBONACCI-BASED ENTRIES, STOPLOSSES, AND MINIMUM PRICE OBJECTIVES
10.16 FIBONACCI TWO- AND THREE-LEG RETRACEMENTS
10.17 FIBONACCI FAN LINES
10.18 FIBONACCI CHANNEL EXPANSIONS
10.19 FIBONACCI ARCS
10.20 SUPPORTIVE AND RESISTIVE FIBONACCI CLUSTERS
10.21 POTENTIAL BARRIERS IN FIBONACCI PROJECTIONS
10.22 FIBONACCI TIME AND RATIO PROJECTION ANALYSIS ON ELLIOTT WAVES
10.23 CHAPTER SUMMARY
CHAPTER 10 REVIEW QUESTIONS
REFERENCES
CHAPTER 11. Moving Averages
11.1 SEVEN MAIN COMPONENTS OF MOVING AVERAGES
11.2 NINE MAIN APPLICATIONS OF MOVING AVERAGES
11.3 CHAPTER SUMMARY
CHAPTER 11 REVIEW QUESTIONS
REFERENCES
CHAPTER 12. Envelopes and Methods of Price Containment
12.1 CONTAINING PRICE ACTION AND VOLATILITY ABOUT A CENTRAL VALUE
12.2 ADJUSTING BANDS FOR EFFECTIVE PRICE CONTAINMENT
12.3 METHODS OF PRICE CONTAINMENT
12.4 CHAPTER SUMMARY
CHAPTER 12 REVIEW QUESTIONS
REFERENCES
CHAPTER 13. Chart Pattern Analysis
13.1 ELEMENTS OF CHART PATTERN ANALYSIS
13.2 PRECONDITIONS FOR RELIABLE CHART PATTERN REVERSALS
13.3 POPULAR CHART PATTERNS
13.4 CHAPTER SUMMARY
CHAPTER 13 REVIEW QUESTIONS
REFERENCES
CHAPTER 14. Japanese Candlestick Analysis
14.1 ELEMENTS OF CANDLESTICK ANALYSIS
14.2 POPULAR CANDLESTICK PATTERNS AND THEIR PSYCHOLOGY
14.3 INTEGRATING CANDLESTICK ANALYSIS
14.4 FILTERED CANDLESTICKS
14.5 TRADING WITH CANDLESTICKS
14.6 CHAPTER SUMMARY
CHAPTER 14 REVIEW QUESTIONS
REFERENCES
CHAPTER 15. Point-and-Figure Charting
15.1 BASIC ELEMENTS OF POINT-AND-FIGURE CHARTS
15.2 BASIC POINT-AND-FIGURE CHART PATTERNS
15.3 POINT-AND-FIGURE MINIMUM PRICE OBJECTIVES
15.4 BULLISH PERCENT INDEX AND RELATIVE STRENGTH
15.5 CHAPTER SUMMARY
CHAPTER 15 REVIEW QUESTIONS
REFERENCES
CHAPTER 16. Ichimoku Charting and Analysis
16.1 CONSTRUCTING THE FIVE ICHIMOKU OVERLAYS
16.2 FUNCTIONAL ASPECT OF ICHIMOKU OVERLAYS
16.3 ADVANTAGES AND DISADVANTAGES OF USING ICHIMOKU CHARTING
16.4 TIME AND PRICE DOMAIN CHARACTERISTICS OF ICHIMOKU OVERLAYS
16.5 BASIC ICHIMOKU PRICE-PROJECTION TECHNIQUES
16.6 CHAPTER SUMMARY
CHAPTER 16 REVIEW QUESTIONS
REFERENCES
CHAPTER 17. Market Profile
17.1 THE SEARCH FOR FAIR PRICE OR VALUE
17.2 THE DAILY PROFILE FORMATIONS
17.3 CHAPTER SUMMARY
CHAPTER 17 REVIEW QUESTIONS
REFERENCES
CHAPTER 18. Basic Elliott Wave Analysis
18.1 ELEMENTS OF ELLIOTT WAVE ANALYSIS
18.2 RULES AND GUIDELINES
18.3 MOTIVE WAVES
18.4 CORRECTIVE WAVES
18.5 WAVE EXTENSIONS AND TRUNCATION
18.6 ALTERNATION
18.7 WAVE EQUALITY
18.8 FIBONACCI RATIO AND NUMBER ANALYSIS OF ELLIOTT WAVES
18.9 CHAPTER SUMMARY
CHAPTER 18 REVIEW QUESTIONS
REFERENCES
CHAPTER 19. Basics of Gann Analysis
19.1 TECHNIQUES OF W. D. GANN
19.4 CHAPTER SUMMARY
CHAPTER 19 REVIEW QUESTIONS
REFERENCES
CHAPTER 20. Cycle Analysis
20.1 ELEMENTS OF CYCLE ANALYSIS
20.2 PRINCIPLES OF CYCLE ANALYSIS
20.3 ADDITIONAL CYCLIC CHARACTERISTICS
20.4 TUNING OSCILLATOR AND OVERLAY INDICATORS TO THE DOMINANT CYCLE PERIOD
20.5 IDENTIFYING PRICE CYCLES
20.6 CHAPTER SUMMARY
CHAPTER 20 REVIEW QUESTIONS
REFERENCES
CHAPTER 21. Volatility Analysis
21.1 THE CONCEPT OF CHANGE AND VOLATILITY
21.2 SOME STATISTICAL MEASURES OF PRICE VOLATILITY
21.3 OTHER MEASURES OF MARKET VOLATILITY
21.4 CHAPTER SUMMARY
CHAPTER 21 REVIEW QUESTIONS
REFERENCES
CHAPTER 22. Market Breadth
22.1 ELEMENTS OF BROAD MARKET ACTION
22.2 COMPONENTS OF MARKET BREADTH
22.3 MARKET-BREADTH INDICATORS IN ACTION
22.4 CHAPTER SUMMARY
CHAPTER 22 REVIEW QUESTIONS
REFERENCES
CHAPTER 23. Sentiment Indicators and Contrary Opinion
23.1 ASSESSING THE EMOTION AND PSYCHOLOGY OF MARKET PARTICIPANTS
23.2 PRICE-BASED INDICATORS VERSUS SENTIMENT INDICATORS
23.3 ASSESSING PARTICIPANT ACTIONS
23.4 ASSESSING PARTICIPANTS’ OPINIONS
23.5 CHAPTER SUMMARY
CHAPTER 23 REVIEW QUESTIONS
REFERENCES
CHAPTER 24. Relative Strength Analysis
24.1 MEASURING RELATIVE PERFORMANCE
24.2 CHAPTER SUMMARY
CHAPTER 24 REVIEW QUESTIONS
REFERENCES
CHAPTER 25. Investor Psychology
25.1 GENERAL BEHAVIORAL ASPECTS
25.2 BEHAVIORAL ELEMENTS ASSOCIATED WITH CHART PATTERNS
25.3 BEHAVIORAL ELEMENTS ASSOCIATED WITH MARKET TRENDS
25.4 BEHAVIORAL ASPECTS OF MARKET CONSOLIDATIONS
25.5 BEHAVIORAL ASPECTS OF MARKET REVERSALS
25.6 CHAPTER SUMMARY
CHAPTER 25 REVIEW QUESTIONS
REFERENCES
CHAPTER 26. Trader Risk Profiling and Position Analysis
26.1 FULFILLING CLIENT OBJECTIVES AND RISK CAPACITY
26.2 AGGRESSIVE AND CONSERVATIVE MARKET PARTICIPATION
26.3 CATEGORIZING CLIENTS ACCORDING TO TERM OUTLOOK AND SENTIMENT
26.4 THE SEVEN PARTICIPATORY OPTIONS
26.5 TRIGGERS, SIGNALS, PRICE TARGETS, AND STOPLOSSES
26.6 CONFIRMING AND NON-CONFIRMING PRICE ACTION AND FILTERS
26.7 COLLECTING, CATEGORIZING, AND ORGANIZING TECHNICAL DATA
26.8 MULTI-TIMEFRAME CONFIRMATION
26.9 RECONCILING TECHNICAL OUTLOOK WITH CLIENT INTEREST
26.10 HEDGING POSITIONS WITH DERIVATIVES
26.11 CHAPTER SUMMARY
CHAPTER 26 REVIEW QUESTIONS
REFERENCES
CHAPTER 27. Integrated Technical Analysis
27.1 THE INTEGRATED COMPONENTS OF TECHNICAL ANALYSIS
27.2 CLASSIFICATION OF CLUSTERS AND CONFLUENCES
27.3 CHAPTER SUMMARY
CHAPTER 27 REVIEW QUESTIONS
REFERENCES
CHAPTER 28. Money Management
28.1 ELEMENTS OF MONEY MANAGEMENT
CHAPTER 28 REVIEW QUESTIONS
REFERENCES
CHAPTER 29. Technical Trading Systems
29.1 CONCEPTUALIZING A TRADING SYSTEM
29.2 BASIC COMPONENTS OF A TRADING SYSTEM
29.3 SYSTEM TESTING AND OPTIMIZATION
29.4 PERFORMANCE MEASUREMENT
29.5 CHAPTER SUMMARY
CHAPTER 29 REVIEW QUESTIONS
REFERENCES
APPENDIX A. Basic Investment Decision Making Based on Chart Analysis
A.1 USING TECHNICAL DATA TO SUPPORT CLIENT’S OBJECTIVE
A.2 ADVICE FOR THE LONG-TERM INVESTOR (BULLISH OUTLOOK)
A.3 ADVICE FOR THE LONG-TERM INVESTOR (BEARISH OUTLOOK)
A.4 ADVICE FOR THE SHORT- AND MEDIUM-TERM BULLISH TRADER
A.5 ADVICE FOR THE SHORT- AND MEDIUM-TERM BEARISH TRADER
APPENDIX B. Official IFTA CFTe, STA Diploma (UK), and MTA CMT Exam Reading Lists
1. IFTA CFTE OFFICIAL READING LIST
2. STA (UK) DIPLOMA EXAM OFFICIAL READING LIST
3. MTA CMT OFFICIAL READING LIST
About the Test Bank and Website
Index
