The Mindful Investor

David Keller
About the author: , CMT, is the President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness. He was previously a Managing Director of Research for Fidelity Investments in Boston, as well as a Past President of the Chartered Market Technician (CMT) Association. Learn More

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The Mindful Investor

Seasonal Trends Are Not Seasonal Certainties

by David Keller

“We’re entering the seasonally strongest part of the year.” “The New Year tends to be very good for small caps.” “Year three of the Presidential Cycle tends to be good for stocks.” “The Friday after Thanksgiving is usually a bullish day on lighter volume.” How many of these quotes have you heard in recent weeks? I have no doubt there is a cyclical nature to the financial markets.  I would even go so far as to say that there is a natural rhythm to the markets. Edward Dewey performed foundational work in the mid-1900s on the presence of cycles, not just in financial data Read More 

The Mindful Investor

When Emotions Take Over

by David Keller

I recently returned from a 10-day trip to Kuala Lumpur and Singapore. This was my first time in Malaysia, where I spoke at the IFTA Annual Conference along with my fellow StockCharts commentators Julius de Kempenaer and Martin Pring. After the conference, when I was checking out of the hotel in Kuala Lumpur, I was already thinking about the upcoming flight to Singapore and mentally preparing for meetings the next day. I distractedly reviewed the hotel charges and reached for my wallet. As I went for my credit card, everything stopped.  My credit card was gone. My Read More 

The Mindful Investor

The S&P's Sudden Loss of Altitude

by David Keller

I was panicked. On my previous training flight, I had put the Cessna 172 into a nose dive.  That’s right, in my attempt to demonstrate a power-off stall, I had literally pointed the airplane directly at the ground.  Which is not a good idea if you want to remain in the air! I will never forget the sensation as my heart jumped into my throat.  All I saw out the front window was the ground.  Life was in slow motion. Luckily, my flight instructor had immediately taken the controls and brought us back to straight and level flight.  And we Read More 

The Mindful Investor

Beating Biases With Behavioral Checklists

by David Keller

During my ChartCon 2018 presentation entitled “The Mindless Investor and the Mindful Investor”, I shared the technical checklist that I use to teach a disciplined process for technical analysis. I received a question after the session on whether I had a “behavioral checklist” to help minimize the impact of behavioral biases in investment decisions.  I have never had a behavioral checklist, but I spent some time thinking through what might be included.  Most behavioral biases are caused by making decisions because of your emotional state, instead of making Read More 

The Mindful Investor

Welcome to The Mindful Investor

by David Keller

It is with great pleasure that I welcome you to my new blog on StockCharts.com entitled The Mindful Investor.  I have been a StockCharts.com user for years but have become even more impressed as I’ve gotten to know the great people behind this website.  I’m honored to be a part of StockCharts.com and look forward to many good things in the coming years. The idea for this blog came from my presentation at ChartCon 2018, where I presented a session called “The Mindless Investor and the Mindful Investor.”  During a particularly stressful period in my life, I was introduced to Read More 

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