Dancing with the Trend

December 2015

Dancing with the Trend

Article Summaries: 6-2015 to 8-2015

by Greg Morris

Most blog authors on StockCharts.com are writing about the current markets and do an exceptional job.   I do not write about the current markets as I wanted to share my experiences after 40+ years as a technical analyst.  Not only experiences with trading and investing, but model building and money management.  I also share the details of all the Master’s degrees I have – those expensive learning experiences that hopefully I learned something from.  Since I rarely go back into the archives of other’s blogs that I read, I wondered if that is common or not.  Read More 

Dancing with the Trend

Benchmarking and Taxes

by Greg Morris

Many funds/strategies are tied to a benchmark.  In fact, I think most are tied to a benchmark.  The goal of these managers is to try to beat the benchmark.  Some do and most don’t; yet when the number beating or failing to beat the benchmark is usually not worthy of comment, especially over time.  I like to say that benchmarking is what you try to do when you have no idea what to do.  The World of Finance is wrapped up in relative performance and comparison.  Relative performance is a widely used investment tool, but often causes horrible investment Read More 

Dancing with the Trend

A New Breadth of Fresh Air

by Greg Morris

StockCharts.com has vastly updated not only its raw breadth database but now there are hundreds and hundreds of new market breadth indicators available to everyone.  This is not really an article but an information piece about StockCharts.com’s vast amount of breadth material and where to find it; plus, a little sales pitch at the end I thought I just throw in.  And just to help validate it all for many years I managed a lot of money using a large percentage of indicators that used breadth data. An Example of the Value of Breadth Market Read More