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All posts for the month October, 2020

Markets are interlinked.  There are strong correlations between prices in equity markets, fixed income markets, commodity markets, real estate markets, and so on.  (It’s too much to say, for example, that stock prices are affected by bond prices – which is how the curriculum states it – which imputes a cause-and-effect relationship when the correlation […]

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Cycles Business tends to move in cycles, from expansion to peak to recession to nadir (!) and back to expansion.  There are cycles of differing lengths that can influence capital markets; some of those cycles (such as the presidential election cycle in the US) have an obvious and rational reason to affect business and capital […]

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CFA® Level I Membership, CFA® Level I Quantitative Methods Membership

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Be forewarned: there are many technical indicators, so this article is rather long.  What you what to get from it is an understanding of what each indicator is (i.e., its definition), and what each one signals (i.e., how technicians use it).  There are a few calculations along the way that you should know as well. […]

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CFA® Level I Membership, CFA® Level I Quantitative Methods Membership

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Trends The single, most important idea underlying technical analysis is arguably trends: Is this security in an uptrend? Is this security in a downtrend? If this security is in a trend, how long will it last? And, most importantly, How can I make money from trends that I identify? Note, by the way, that when […]

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CFA® Level I Membership, CFA® Level I Quantitative Methods Membership

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Technical analysts like charts, and CFA candidates like looking at pictures a lot more than reading boring words, so this should be a popular (and colorful) article.  At least, as popular as an article on technical analysis can be. Charts Line Chart These are very common and very easy to read: it’s simply the closing […]

This article is for members only.  You can become a member now by purchasing a

CFA® Level I Membership, CFA® Level I Quantitative Methods Membership

This will give you access to this and all other articles at that membership level.