Technical Analysis Articles
Analyze Charts Quicker With These Tech Tools
July 2026 by Sam Levine
Uploading a stock chart to a few chatbots appears to be the best use of AI for technical analysis at its current capability.
July 2026 by Sam Levine
Uploading a stock chart to a few chatbots appears to be the best use of AI for technical analysis at its current capability.
What the Charting Tools on AAII’s Stock Evaluator Can Show You
March 2026 by Sam Levine
Build custom stock charts on AAII.com to determine whether the trend is your friend.
March 2026 by Sam Levine
Build custom stock charts on AAII.com to determine whether the trend is your friend.
Using Volume and Conviction in Trend Analysis
May 2023 by Raymond A. Rondeau
When used properly, conviction can assist in evaluating a price move’s relevancy, trend strength and probable direction.
May 2023 by Raymond A. Rondeau
When used properly, conviction can assist in evaluating a price move’s relevancy, trend strength and probable direction.
Technical Analysis for the Long-Term Investor
January 2023 by Jenna Brashear
Our Technical Analysis Community focuses on how a long-term, disciplined investor might use technical strategies and provides a space to share thoughts about technical concepts, services and resources.
January 2023 by Jenna Brashear
Our Technical Analysis Community focuses on how a long-term, disciplined investor might use technical strategies and provides a space to share thoughts about technical concepts, services and resources.
Investors Show Bias Toward 52-Week Highs
December 2021 by Matthew Bajkowski
Stocks near their 52-week high price exhibit higher liquidity than stocks far from that price point.
December 2021 by Matthew Bajkowski
Stocks near their 52-week high price exhibit higher liquidity than stocks far from that price point.
Moving Average Convergence/Divergence (MACD): A Combo Indicator
July 2019 by Wayne A. Thorp
The MACD technical indicator shows the relationship between two moving averages and can help identify when declining momentum may be signaling an upcoming price reversal.
July 2019 by Wayne A. Thorp
The MACD technical indicator shows the relationship between two moving averages and can help identify when declining momentum may be signaling an upcoming price reversal.
Using & Interpreting Point & Figure Charts
April 2019 by Wayne A. Thorp
Point & figure charts offer a unique perspective on price activity, leading to more apparent trendlines, support and resistance levels and chart formations.
April 2019 by Wayne A. Thorp
Point & figure charts offer a unique perspective on price activity, leading to more apparent trendlines, support and resistance levels and chart formations.
Online Point & Figure Charting
November 2018 by Wayne A. Thorp
Two websites that offer point & figure charts, along with many other features that those interested in technical analysis will find useful.
November 2018 by Wayne A. Thorp
Two websites that offer point & figure charts, along with many other features that those interested in technical analysis will find useful.
The X’s and O’s of Point & Figure Charting
November 2018 by Wayne A. Thorp
These charts focus on significant price movements by using X's and O's to make it easy to identify trend reversals.
November 2018 by Wayne A. Thorp
These charts focus on significant price movements by using X's and O's to make it easy to identify trend reversals.
Classic Technical Indicators: Advanced Interpretations of the RSI
February 2018 by Raymond A. Rondeau
Part three of a series on the relative strength index takes a look at six specific and direct applications for using this popular technical indicator.
February 2018 by Raymond A. Rondeau
Part three of a series on the relative strength index takes a look at six specific and direct applications for using this popular technical indicator.
52-Week Highs Perform Better Than Record Highs
January 2018 by
One alternative form of momentum investing is to buy stocks trading near their 52-week highs. Another form is to buy stocks trading near their historical (record) highs. The former strategy has performed better than the latter.
January 2018 by
One alternative form of momentum investing is to buy stocks trading near their 52-week highs. Another form is to buy stocks trading near their historical (record) highs. The former strategy has performed better than the latter.
Classic Technical Indicators: Inside the Numbers of RSI
October 2017 by Raymond A. Rondeau
Part two of a series on the relative strength index takes a deeper look at a number of calculation oddities that are not widely published or known to many of RSI’s most advanced users.
October 2017 by Raymond A. Rondeau
Part two of a series on the relative strength index takes a deeper look at a number of calculation oddities that are not widely published or known to many of RSI’s most advanced users.
Better Sector Rotation Performance
August 2017 by Scott Juds
The founder of SumGrowth Strategies explains how to use his SectorSurfer service to build a sector rotation strategy that is optimized for both bull and bear markets.
August 2017 by Scott Juds
The founder of SumGrowth Strategies explains how to use his SectorSurfer service to build a sector rotation strategy that is optimized for both bull and bear markets.
Classic Technical Indicators: The Basics of the RSI
July 2017 by Raymond A. Rondeau
The first part of a four-part series on the relative strength index covers the basics: RSI’s origin, its components, how to construct and plot it, and its traditional interpretations.
July 2017 by Raymond A. Rondeau
The first part of a four-part series on the relative strength index covers the basics: RSI’s origin, its components, how to construct and plot it, and its traditional interpretations.
Three Reversal Patterns Every Investor Should Know
October 2016 by Wayne A. Thorp
Reversal patterns are useful to traders and longer-term investors alike since they signal when the underlying trend in a security is coming to an end.
October 2016 by Wayne A. Thorp
Reversal patterns are useful to traders and longer-term investors alike since they signal when the underlying trend in a security is coming to an end.
Technician by ChartIQ for iOS and Android
August 2016 by Eric Barden
App provides a multitude of charting, watchlist and trading tools for traders on the go.
August 2016 by Eric Barden
App provides a multitude of charting, watchlist and trading tools for traders on the go.
Classic Technical Indicators: Introduction to a New Series, Part 2
May 2016 by Raymond A. Rondeau, Jaclyn N. McClellan
In the second part of our interview with CI’s new contributing editor, Raymond Rondeau explains how technical indicators and processes can be used to an investor’s advantage.
May 2016 by Raymond A. Rondeau, Jaclyn N. McClellan
In the second part of our interview with CI’s new contributing editor, Raymond Rondeau explains how technical indicators and processes can be used to an investor’s advantage.
Classic Technical Indicators: Introduction to a New Series, Part I
April 2016 by Raymond A. Rondeau, Jaclyn N. McClellan
CI new contributing editor, Raymond Rondeau, sets the stage for his series by outlining what investors should not expect technical analysis to do.
April 2016 by Raymond A. Rondeau, Jaclyn N. McClellan
CI new contributing editor, Raymond Rondeau, sets the stage for his series by outlining what investors should not expect technical analysis to do.
The Cup-With-Handle Pattern
December 2015 by Wayne A. Thorp
How to identify a chart pattern that may point to the continuation of a price advance.
December 2015 by Wayne A. Thorp
How to identify a chart pattern that may point to the continuation of a price advance.
Volume-by-Price
September 2015 by Wayne A. Thorp
A unique chart overlay that indicates the amount of volume for a particular range of closing prices.
September 2015 by Wayne A. Thorp
A unique chart overlay that indicates the amount of volume for a particular range of closing prices.
Equivolume Charts
June 2015 by Wayne A. Thorp
Integrating volume with price plots makes it easier to verify the trading volume for price tops and bottoms, for support and resistance breakouts and more.
June 2015 by Wayne A. Thorp
Integrating volume with price plots makes it easier to verify the trading volume for price tops and bottoms, for support and resistance breakouts and more.
Bullish Percent Index
March 2015 by Wayne A. Thorp
How to read the signals of a multipurpose indicator based on point & figure charts to identify possible overbought and oversold conditions, as well as possible market tops and bottoms.
March 2015 by Wayne A. Thorp
How to read the signals of a multipurpose indicator based on point & figure charts to identify possible overbought and oversold conditions, as well as possible market tops and bottoms.
Point & Figure Charting
January 2015 by Wayne A. Thorp
An overview of a unique charting technique that ignores the element of time to better highlight trends as well as support and resistance levels.
January 2015 by Wayne A. Thorp
An overview of a unique charting technique that ignores the element of time to better highlight trends as well as support and resistance levels.
Net New Highs
December 2014 by Wayne A. Thorp
Tracking the cumulative net new highs can help you identify changes in momentum as possible market reversals.
December 2014 by Wayne A. Thorp
Tracking the cumulative net new highs can help you identify changes in momentum as possible market reversals.
McClellan Summation Index
September 2014 by Wayne A. Thorp
A running total of the McClellan Oscillator values, the McClellan Summation Index is a market breadth indicator used for medium- and long-term trading.
September 2014 by Wayne A. Thorp
A running total of the McClellan Oscillator values, the McClellan Summation Index is a market breadth indicator used for medium- and long-term trading.
McClellan Oscillator
June 2014 by CI Staff
Measuring the momentum of net advancing issues, the McClellan Oscillator can indicate possible trend reversals in market indexes.
June 2014 by CI Staff
Measuring the momentum of net advancing issues, the McClellan Oscillator can indicate possible trend reversals in market indexes.
Technical Trading Systems, Part 2: Designing the Framework
April 2014 by Wayne A. Thorp
The second installment in the series on how to set up your own technical trading system discusses the characteristics of successful systems and initial decisions when structuring a system.
April 2014 by Wayne A. Thorp
The second installment in the series on how to set up your own technical trading system discusses the characteristics of successful systems and initial decisions when structuring a system.
Stochastic Oscillator
March 2014 by Wayne A. Thorp
The stochastic oscillator is a momentum indicator useful for identifying potential price reversals. Like all oscillators, the stochastic oscillator is best suited for trading ranges or prolonged trends where prices periodically deviate from the prevailing trend.
March 2014 by Wayne A. Thorp
The stochastic oscillator is a momentum indicator useful for identifying potential price reversals. Like all oscillators, the stochastic oscillator is best suited for trading ranges or prolonged trends where prices periodically deviate from the prevailing trend.
Technical Analysis & Charting Programs
January 2014 by Wayne A. Thorp
The top technical analysis and charting software packages geared toward mainstream short-term investors and traders.
January 2014 by Wayne A. Thorp
The top technical analysis and charting software packages geared toward mainstream short-term investors and traders.
Technical Trading Systems, Part 1: Trading System Overview
January 2014 by Wayne A. Thorp
First in a new series on how to set up your own trading system.
January 2014 by Wayne A. Thorp
First in a new series on how to set up your own trading system.
The Mass Index
January 2014 by CI Staff
Using a high-low price range to identify potential trend reversals based on range expansions.
January 2014 by CI Staff
Using a high-low price range to identify potential trend reversals based on range expansions.
The Ulcer Index
July 2013 by CI Staff
Measuring the breadth and duration of an investment’s or portfolio’s drawdown while ignoring upside volatility.
July 2013 by CI Staff
Measuring the breadth and duration of an investment’s or portfolio’s drawdown while ignoring upside volatility.
Rate of Change Indicator
April 2013 by CI Staff
Measuring price momentum with the rate of change (ROC) oscillator, which shows the speed at which prices are changing.
April 2013 by CI Staff
Measuring price momentum with the rate of change (ROC) oscillator, which shows the speed at which prices are changing.
On-Balance Volume (OBV)
January 2013 by CI Staff
How to use the trend in volume as a price trend predictor.
January 2013 by CI Staff
How to use the trend in volume as a price trend predictor.
The Top Technical Analysis & Charting Websites
January 2013 by Wayne A. Thorp
Comparing the best online technical tools for their charting options, technical indicators and educational resources.
January 2013 by Wayne A. Thorp
Comparing the best online technical tools for their charting options, technical indicators and educational resources.
Gauging Market Direction: Market Breadth Data
October 2012 by Wayne A. Thorp
Market breadth indicators can give you a feel for how widely the full range of stocks is participating in a market movement.
October 2012 by Wayne A. Thorp
Market breadth indicators can give you a feel for how widely the full range of stocks is participating in a market movement.
Head and Shoulders Top Pattern
October 2012 by CI Staff
How to read one of the most popular and reliable chart patterns, signaling the likely end of an uptrend.
October 2012 by CI Staff
How to read one of the most popular and reliable chart patterns, signaling the likely end of an uptrend.
MACD: Part 2
July 2012 by CI Staff
A further examination of the moving average convergence-divergence indicator covering crossovers and divergences.
July 2012 by CI Staff
A further examination of the moving average convergence-divergence indicator covering crossovers and divergences.
Moving Average Convergence-Divergence (MACD)
April 2012 by CI Staff
Turning a simple trend-following indicator into a momentum oscillator with the moving average convergence-divergence.
April 2012 by CI Staff
Turning a simple trend-following indicator into a momentum oscillator with the moving average convergence-divergence.
Bollinger Bands
January 2012 by CI Staff
Gauging the volatility in a security by constructing standard deviation bands above and below a simple moving average.
January 2012 by CI Staff
Gauging the volatility in a security by constructing standard deviation bands above and below a simple moving average.
Technical Analysis & Charting Programs
January 2012 by Wayne A. Thorp
What to look for in software that is dedicated to technical analysis and charting, and in-depth reviews of the top three programs in this area.
January 2012 by Wayne A. Thorp
What to look for in software that is dedicated to technical analysis and charting, and in-depth reviews of the top three programs in this area.
Technical Analysis Ed
October 2011 by CI Staff
The websites that offer the best explanations of technical indicators and how to use them.
October 2011 by CI Staff
The websites that offer the best explanations of technical indicators and how to use them.
The Relative Strength Index (RSI)
April 2011 by CI Staff
Identifying overbought and oversold conditions with a momentum indicator widely used by traders and short-term investors.
April 2011 by CI Staff
Identifying overbought and oversold conditions with a momentum indicator widely used by traders and short-term investors.
Using Relative Strength Analysis to Invest in ETFs
April 2011 by Wayne A. Thorp
A look at Leslie Masonson’s approach to constructing a portfolio of exchange-traded funds based on how they rank on relative strength.
April 2011 by Wayne A. Thorp
A look at Leslie Masonson’s approach to constructing a portfolio of exchange-traded funds based on how they rank on relative strength.
The Accumulation/Distribution Line
January 2011 by CI Staff
Using the accumulation/distribution line to assess the trend in buying and selling pressure for a security.
January 2011 by CI Staff
Using the accumulation/distribution line to assess the trend in buying and selling pressure for a security.
The Top Technical Analysis & Charting Websites
January 2011 by Wayne A. Thorp
Where to go to find the best combination of charting options, technical indicators and educational resources online.
January 2011 by Wayne A. Thorp
Where to go to find the best combination of charting options, technical indicators and educational resources online.
A Hybrid Technical-Fundamental Stock Trading System
October 2010 by Wayne A. Thorp
Part three of our series on Grant Henning’s stock approaches combines the momentum and value strategies into a hybrid.
October 2010 by Wayne A. Thorp
Part three of our series on Grant Henning’s stock approaches combines the momentum and value strategies into a hybrid.
The Put-Call Ratio
October 2010 by CI Staff
An explanation of a sentiment indicator that can signal potential market tops and bottoms.
October 2010 by CI Staff
An explanation of a sentiment indicator that can signal potential market tops and bottoms.
Grant Henning’s Technical-Momentum Stock Trading System
August 2010 by Wayne A. Thorp
Henning’s approach is based on the belief that using mathematical models to select stocks can eliminate the guesswork and emotion from the investment process.
August 2010 by Wayne A. Thorp
Henning’s approach is based on the belief that using mathematical models to select stocks can eliminate the guesswork and emotion from the investment process.
Buy-and-Hold Versus Market Timing
July 2010 by Wayne A. Thorp
A look at Theodore Wong’s research into building a moving average crossover system and testing it against a buy-and-hold approach.
July 2010 by Wayne A. Thorp
A look at Theodore Wong’s research into building a moving average crossover system and testing it against a buy-and-hold approach.
CBOE’s Volatility Index (VIX)
July 2010 by CI Staff
An explanation of the so-called “fear gauge” and how it has fared in recent years.
July 2010 by CI Staff
An explanation of the so-called “fear gauge” and how it has fared in recent years.
Point & Figure Charts
April 2010 by AAII Staff
Identify levels of support and resistance more easily with this unique chart type that takes the time period out of the equation.
April 2010 by AAII Staff
Identify levels of support and resistance more easily with this unique chart type that takes the time period out of the equation.
Technical Analysis & Charting Programs
January 2010 by Wayne A. Thorp
What to look for in a software package that helps you analyze the market activity of a stock, and in-depth reviews of the top programs in this area.
January 2010 by Wayne A. Thorp
What to look for in a software package that helps you analyze the market activity of a stock, and in-depth reviews of the top programs in this area.
Trading Channels
January 2010 by AAII Staff
Building on support and resistance levels, trading channels allow short-term and intermediate-term traders to track developing trading ranges.
January 2010 by AAII Staff
Building on support and resistance levels, trading channels allow short-term and intermediate-term traders to track developing trading ranges.
Support and Resistance Levels
October 2009 by AAII Staff
The principles of support and resistance levels that trendlines exhibit and how you may be able to use them to your advantage.
October 2009 by AAII Staff
The principles of support and resistance levels that trendlines exhibit and how you may be able to use them to your advantage.
Trendline Basics
July 2009 by CI Staff
An explanation of one of the hallmarks of technical analysis: trendlines. This column shows you how to identify up trends and down trends on a price chart and how to apply these indicators to your investing.
July 2009 by CI Staff
An explanation of one of the hallmarks of technical analysis: trendlines. This column shows you how to identify up trends and down trends on a price chart and how to apply these indicators to your investing.
Technical Analysis & Charting Web Sites
March 2009 by Wayne A. Thorp
An in-depth look at 12 of the best sites for analyzing a stock’s price and volume data on-line and tracking trends with charting tools.
March 2009 by Wayne A. Thorp
An in-depth look at 12 of the best sites for analyzing a stock’s price and volume data on-line and tracking trends with charting tools.
Technical Analysis & Charting Programs
March 2008 by Wayne A. Thorp
An investigation of 11 software packages for analyzing the market activity of a stock that are geared toward the typical individual investor. Our comprehensive grid and program summaries are designed to help you focus on the technical analysis and charting software that can provide the features you need.
March 2008 by Wayne A. Thorp
An investigation of 11 software packages for analyzing the market activity of a stock that are geared toward the typical individual investor. Our comprehensive grid and program summaries are designed to help you focus on the technical analysis and charting software that can provide the features you need.
Introduction to Candlestick Charting
July 2007 by Wayne A. Thorp
An overview of a technical analysis technique similar to bar charting, but with added nuances.
July 2007 by Wayne A. Thorp
An overview of a technical analysis technique similar to bar charting, but with added nuances.
Comparison: Technical Analysis & Charting Web Sites
March 2007 by Wayne A. Thorp
An in-depth look at 12 of the best sites for analyzing a stock’s price and volume data on-line and tracking trends with charting tools.
March 2007 by Wayne A. Thorp
An in-depth look at 12 of the best sites for analyzing a stock’s price and volume data on-line and tracking trends with charting tools.
Technical Analysis and Charting Software
March 2006 by Wayne A. Thorp
The wide and diverse area of technical analysis and charting software includes 21 programs that may be of interest to the typical individual investor. What the current versions of these 21 can offer you.
March 2006 by Wayne A. Thorp
The wide and diverse area of technical analysis and charting software includes 21 programs that may be of interest to the typical individual investor. What the current versions of these 21 can offer you.
Technical Analysis and Charting Software
March 2006 by Wayne A. Thorp
The wide and diverse area of technical analysis and charting software includes 21 programs that may be of interest to the typical individual investor. What the current versions of these 21 can offer you.
March 2006 by Wayne A. Thorp
The wide and diverse area of technical analysis and charting software includes 21 programs that may be of interest to the typical individual investor. What the current versions of these 21 can offer you.
Comparison: Web-Based Technical Analysis & Charting Services
March 2005 by Wayne A. Thorp
An in-depth look at 19 of the best sites for analyzing a stock's price and volume data on-line and tracking trends with charting tools.
March 2005 by Wayne A. Thorp
An in-depth look at 19 of the best sites for analyzing a stock's price and volume data on-line and tracking trends with charting tools.
Web-Based Technical Analysis & Charting Services
March 2005 by Wayne A. Thorp
An in-depth look at 19 of the best sites for analyzing a stock's price and volume data on-line and tracking trends with charting tools.
March 2005 by Wayne A. Thorp
An in-depth look at 19 of the best sites for analyzing a stock's price and volume data on-line and tracking trends with charting tools.
Feature: Investor Sentiment as a Contrarian Indicator
September 2004 by Wayne A. Thorp
Using AAII's Investor Sentiment Survey to forecast the direction of the market.
September 2004 by Wayne A. Thorp
Using AAII's Investor Sentiment Survey to forecast the direction of the market.
Comparison: Technical Analysis Software
March 2004 by Wayne A. Thorp
What's new in the realm of software for technical analysis charting and screening? An in-depth look at 14 of the most popular programs.
March 2004 by Wayne A. Thorp
What's new in the realm of software for technical analysis charting and screening? An in-depth look at 14 of the most popular programs.
Technical Analysis Software
March 2004 by Wayne A. Thorp
What's new in the realm of software for technical analysis charting and screening? An in-depth look at 14 of the most popular programs.
March 2004 by Wayne A. Thorp
What's new in the realm of software for technical analysis charting and screening? An in-depth look at 14 of the most popular programs.
Point and Figure Charting
July 2003 by Wayne A. Thorp
Understanding how to create and interpret rows of X’s and O’s, and where to find point and figure charts.
July 2003 by Wayne A. Thorp
Understanding how to create and interpret rows of X’s and O’s, and where to find point and figure charts.
Comparison: Web-Based Technical Analysis Services
March 2003 by Wayne A. Thorp
A survey of 15 of the best Internet sites for technical analysis and charting.
March 2003 by Wayne A. Thorp
A survey of 15 of the best Internet sites for technical analysis and charting.
Illuminating Trends: An Intro to Japanese Candlestick Charting
August 2002 by Wayne A. Thorp
In order to draw candlestick charts, you must have open, high, low, and close price data. Without open prices, it is impossible to create true candlestick charts.
August 2002 by Wayne A. Thorp
In order to draw candlestick charts, you must have open, high, low, and close price data. Without open prices, it is impossible to create true candlestick charts.
Gauging Market Trends: Market Breadth Data
May 2002 by Wayne A. Thorp
How to "read" the market to determine when trends are forming.
May 2002 by Wayne A. Thorp
How to "read" the market to determine when trends are forming.
When Nothing Says Something: Understanding Price Gaps
May 2002 by Wayne A. Thorp
The size of a gap in trading can provide an indication as to future price activity. The wider the gap, the less apt prices are to follow through in the direction of the gap.
May 2002 by Wayne A. Thorp
The size of a gap in trading can provide an indication as to future price activity. The wider the gap, the less apt prices are to follow through in the direction of the gap.
Technical Analysis Software
March 2002 by Wayne A. Thorp
In-depth review and comparison of 14 of the most popular programs for technical analysis charting and screening.
March 2002 by Wayne A. Thorp
In-depth review and comparison of 14 of the most popular programs for technical analysis charting and screening.
Market Sentiment
May 2001 by Wayne A. Thorp
A look at surveys and indicators that measure where the market has been or where it is headed.
May 2001 by Wayne A. Thorp
A look at surveys and indicators that measure where the market has been or where it is headed.
Web-Based Technical Analysis Software
November 2000 by Wayne A. Thorp
Seventeen sites that provide charting and technical indicator services are gaining on traditional technical analysis software programs.
November 2000 by Wayne A. Thorp
Seventeen sites that provide charting and technical indicator services are gaining on traditional technical analysis software programs.
Building & Testing a Trading System
July 2000 by Wayne A. Thorp
How you can set up your own trading system and test its potential profitability.
July 2000 by Wayne A. Thorp
How you can set up your own trading system and test its potential profitability.
Technical Analysis Software
May 2000 by Wayne A. Thorp
Sixteen programs for technical analysis and charting cover Mac and Windows platforms and offer a wide range of features.
May 2000 by Wayne A. Thorp
Sixteen programs for technical analysis and charting cover Mac and Windows platforms and offer a wide range of features.
The MACD: A Combo of Indicators for the Best of Both Worlds
January 2000 by Wayne A. Thorp
The moving average convergence/divergence, also known as the MACD stock indicator, helps investors evaluate whether the bullish or bearish movement in the share price is strengthening versus weakening.
January 2000 by Wayne A. Thorp
The moving average convergence/divergence, also known as the MACD stock indicator, helps investors evaluate whether the bullish or bearish movement in the share price is strengthening versus weakening.
The Trader's Reference Guide--Part 5
January 2000 by Wayne A. Thorp
Part Five concludes our series on active trading by reviewing the basics.
January 2000 by Wayne A. Thorp
Part Five concludes our series on active trading by reviewing the basics.
It's Not Too Early for Investors to Get Ready for the January Effect
October 1998 by Richard L. Evans
Although most of the upside action does happen in January, the time to get positioned for the January effect is in October.
October 1998 by Richard L. Evans
Although most of the upside action does happen in January, the time to get positioned for the January effect is in October.
Different Perspectives: A Look at Charting Techniques
July 1998 by Richard L. Evans
Technical Analysis Column: Bar, point & figure, candlestick, and equivolume are all chart types that can offer different perspectives on a stock's price and volume trends.
July 1998 by Richard L. Evans
Technical Analysis Column: Bar, point & figure, candlestick, and equivolume are all chart types that can offer different perspectives on a stock's price and volume trends.
Everyone Loves a Winner, But Should They? A Look at the "Loser" Approach
May 1996 by Richard L. Evans
Technical Analysis Column: Where better to find companies poised for a turnaround than lists of poor-performing stocks? Searching for the next winners among last year's losers.
May 1996 by Richard L. Evans
Technical Analysis Column: Where better to find companies poised for a turnaround than lists of poor-performing stocks? Searching for the next winners among last year's losers.
Back to the Basics: The Fundamentals of Technical Analysis
January 1996 by Richard L. Evans
The foundation of technical analysis rests on the overall trend. A review of the basics.
January 1996 by Richard L. Evans
The foundation of technical analysis rests on the overall trend. A review of the basics.
The T. Rowe Price Approach to Investing in Growth Stocks
January 1996 by Maria Crawford Scott
Growth stock investing a la T. Rowe Price: Examining one well-known investor's approach to stock selection.
January 1996 by Maria Crawford Scott
Growth stock investing a la T. Rowe Price: Examining one well-known investor's approach to stock selection.
Deciphering the Trend:
It’s All a Matter
of Perspective
May 1995 by Richard L. Evans
Nearly every investor has heard of that venerable stock market saw, “The trend is your friend.” It makes sense. The trouble is, though, for most investors, deciphering the trend is often an effort in futility. However, it does not have to be so, as trends have identifiable characteristics, patterns that repeat time and time again.
May 1995 by Richard L. Evans
Nearly every investor has heard of that venerable stock market saw, “The trend is your friend.” It makes sense. The trouble is, though, for most investors, deciphering the trend is often an effort in futility. However, it does not have to be so, as trends have identifiable characteristics, patterns that repeat time and time again.
At Hand Once Again:
The Season to Consider the January Effect
September 1994 by Richard L. Evans
With the market approaching the last quarter of the year, one of the most widely discussed anomalies of the stock market, the January effect, is once again fast approaching. While just how useful the January effect is for the individual investor will probably remain hotly debated in some quarters, my own work as well as other studies show that the January effect, if taken in the proper context, is a factor that investors can and should exploit.
September 1994 by Richard L. Evans
With the market approaching the last quarter of the year, one of the most widely discussed anomalies of the stock market, the January effect, is once again fast approaching. While just how useful the January effect is for the individual investor will probably remain hotly debated in some quarters, my own work as well as other studies show that the January effect, if taken in the proper context, is a factor that investors can and should exploit.
Technical Clues From
An Uncommon Source:
The Dow Jones Utilities
July 1994 by Richard L. Evans
The Dow Jones utilities average is generally not considered one of the basic barometers of the stock market. While the industrials and transports are barometers in that their price action reflects the ebb and flow of future earnings, the regulated growth characteristics of the utilities lessen their significance as an overall barometer of future business activity.
July 1994 by Richard L. Evans
The Dow Jones utilities average is generally not considered one of the basic barometers of the stock market. While the industrials and transports are barometers in that their price action reflects the ebb and flow of future earnings, the regulated growth characteristics of the utilities lessen their significance as an overall barometer of future business activity.
An Investor’s Roadmap for Finding and Buying Low-Priced Stocks
May 1994 by Richard L. Evans
‘Buy low, sell high’ is the time-honored proverb of investing. Investors who wind up ahead of the game have successfully bought low enough often enough, while investors who wind up out of the game have bought high and sold low once too often.
May 1994 by Richard L. Evans
‘Buy low, sell high’ is the time-honored proverb of investing. Investors who wind up ahead of the game have successfully bought low enough often enough, while investors who wind up out of the game have bought high and sold low once too often.
The Market Timing Approach:
A Guide to the Various Strategies
May 1994 by Joseph Ludwig
Over the past few years the application of market timing by individual investors, as well as registered investment advisers, has accelerated rapidly. Contributing to the growth of timing has been the proliferation of computer capabilities, the availability of data, and the growth of mutual funds.
May 1994 by Joseph Ludwig
Over the past few years the application of market timing by individual investors, as well as registered investment advisers, has accelerated rapidly. Contributing to the growth of timing has been the proliferation of computer capabilities, the availability of data, and the growth of mutual funds.
Two Technical Analysis Rules
Pass Academic Muster
July 1993 by Richard L. Evans
Technical analysis has long been looked down upon in many influential circles. Academicians publish countless articles “proving” that technical analysis lacks merit. Technical analysis has also not been highly thought of by modern Wall Street analysts trained at the leading business schools, and skeptical journalists have not exactly been favorable to technical analysis, either.
July 1993 by Richard L. Evans
Technical analysis has long been looked down upon in many influential circles. Academicians publish countless articles “proving” that technical analysis lacks merit. Technical analysis has also not been highly thought of by modern Wall Street analysts trained at the leading business schools, and skeptical journalists have not exactly been favorable to technical analysis, either.
Chart Basics Using Bars,
Point & Figure and Candlesticks
April 1993 by Richard L. Evans
Technical analysis today comes to us under various and sundry names and disguises, ranging from the granddaddy of technical analysis, Dow’s theory, to a plethora of more exotic forms. However, in its simplest form, technical analysis is the study of the market action itself.
April 1993 by Richard L. Evans
Technical analysis today comes to us under various and sundry names and disguises, ranging from the granddaddy of technical analysis, Dow’s theory, to a plethora of more exotic forms. However, in its simplest form, technical analysis is the study of the market action itself.
Dow’s Theory and the Averages
January 1993 by Richard L. Evans
Charles H. Dow will always hold a unique position in the history of the financial markets. He was one of the preeminent journalists of his day, as co-founder of Dow Jones & Company, and the first editor of The Wall Street Journal and later Barron’s. He also devised the first index to measure the trend of the market and penned some basic principles of stock market behavior—known as the Dow Theory—that laid the foundation on which much of technical analysis is based today.
January 1993 by Richard L. Evans
Charles H. Dow will always hold a unique position in the history of the financial markets. He was one of the preeminent journalists of his day, as co-founder of Dow Jones & Company, and the first editor of The Wall Street Journal and later Barron’s. He also devised the first index to measure the trend of the market and penned some basic principles of stock market behavior—known as the Dow Theory—that laid the foundation on which much of technical analysis is based today.