Access to these presentations is restricted to conference attendees who attended on a particular day only.

ATAA National Conference 2023 Program (PDF)

Click on the link below to view the presentations in the Forums area.

2023 Conference Presentations - Day 1

•       Mathew Verdouw - Quantifying when our strategies work best.
•       Brett Steenbarger - Tools for success in trading psychology.
•       Carley Garner - Using U.S. exchange traded futures and options products to diversify and hedge a traditional portfolio.
•       Carley Garner - Strategizing in today’s commodity markets.
•       Grant Abbott - Family wealth protection for bloodline for generations to come.

2023 Conference Presentations - Day 2

•       Daryl Guppy - Discretion in the better part of A.I.
•       John Bollinger - Trading bands: The history and application.
•       Mark Gleeson - Trading with the whole brain.
•       Alan Clement - The art and science of trading: Crafting a personalised strategy tailed to your objectives.
•       Peter Castle - Trading with a Zen mind.

2023 Conference Presentations - Day 3

•       Alan Oliver - W.D. Gann.
•       Michael Milmeister - Unveiling Crypto: The Missing Opportunity in Your Trading Portfolio.
•       Mike Smith - FIVE Forex or CFD system refinements that may impact positively on trading outcomes.
•       Rudi FilapekVandyck - Fundamentals are not what you think they are.
•       Gary Burton - Building a simple price-based trading system.

Speaker: Kevin Nelson

Topic: Three Steps to a Successful Trade - Continued

At our last meeting we discovered a simple three step trend-based system called the RMO, that gives clean and clear signals for stocks, futures, forex and indexes. The recording of that meeting is in the Resource Library

In this webinar, Kevin Nelson will explain how to access the formulas in MetaStock so that you can test the RMO, create explorations and much more. I hope you can join us and please bring your questions!

231216_MetaStock SIG - Nelson, Kevin

Speaker: Alan Clement

Topic: Global Markets Quarterly Technical Outlook.

Join Alan for his ever-popular quarterly market update, where he will pick apart the events of the last few months and determine the developing levels and patterns. Using a variety of technical tools and chart types, he will delve into momentum, support, resistance, sentiment and market breadth to analyse local and overseas stock markets, currencies and commodities. Always informative and guaranteed to contain a few surprises, this presentation could act as a useful input to developing your own market road map for the coming weeks and months ahead.

231207_Melbourne - Clement, Alan

Speaker: Gary Stone

Topic: The Path to Peaceful Profits.

Gary will pave the path to achieving complete peace of mind and profitability while trading through all market conditions and becoming a consistent winner. And it’s not becoming a better analyst, technical or fundamental.

231207_Melbourne - Stone, Gary

Speaker: Jeffrey Gibby

Topic: Three Steps to a Successful Trade

Do you have problems identifying what the trend is and where the market is going? Are you looking for a simple and reliable trading system? Discover MetaStock's “RMO” trading method. This trend-based system is famous for giving traders clean and clear signals for stocks, futures, forex or indexes.

This 60-minute presentation will demonstrate a simple three-step process utilizing the RMO. You will learn how to:

- Identify the Primary, Intermediate, and Short-term trends

- Scan for trade opportunities

- Identify specific entry and exit signals

Set up specific stops to protect your account from losses and protect your profits

Join us, and add a game-changing skill-set to your trading tools!

231202_MetaStock SIG - Gibby, Jeffrey

Speaker: 

Topic: NAAIM Strategy Paper Coding Replication Project

We will hold an interactive session on the “NAAIM Strategy Paper Coding Replication Project”. One of our members, Graham Walker, has distributed a paper with details of a specific strategy, that each member involved in the project can code in RealTest or AmiBroker. At the meeting, we will compare the code we have each produced with that from the other members of the group, and hopefully gain some coding insights from each other.

More details on this project, along with a copy of the paper being used, are available on the ATAA MEL Quant SIG Forum, on the ATAA web site. The forums are available under “Your ATAA -> Forums”. The Quant SIG forum can be found directly at ATAA Quant SIG Forum

231127_Quant SIG

Speaker: Gary Burton

Topic: Consult the Market about the Market - The Haguro Method

The price chart reflects the past movements of the market, and no matter how long we look at the chart it is still correct to say we are unable to predict future prices. However as far as wanting to try and predict future movements of the market the weekly time frame chart comes closest to achieving this desired outcome. Candle methodologies are often centred around the daily time frame.

The Haguro method remains in the domain of the weekly chart. Sanjin Haruro was regarded as a chart expert, his developed Haguro method of future price outcomes is based on the shape of the weekly candle. It can describe the sentiment of the market and provide powerful insights into price support and resistance for many weeks in advance.

The Haguro Method has been programmed into Metastock18 as a free application.

231113_MetaStock SIG - Burton Gary

231113_MetaStock SIG - Gary Burton's Candlestick Masterclass

Speaker: Robert Brain

Topic: Trading Insights – “I’m never wrong – or am I?”

Back before COVID, we started to run a series of “Trading Insights” segments in the monthly Melbourne ATAA meetings to provide our traders and investors with special insights to help make them more profitable. This session continues that theme.

Many investors and traders have a background or career in engineering, mathematics, or science. And in that field, there is often just one right answer in many situations. These people are used to arriving at one correct solution to a problem, and they accept that all other proffered solutions are likely to be wrong. 

With such a background, many of these people struggle with trading and investing because they are looking for the one correct answer when setting up a trade, or an investment position. So, once they enter a market position, they often refuse to accept that their decision might have been wrong, and so they hold on to losing positions for way too long. The end result. A loss of capital. Pause for a moment and ask yourself if you might be one of these people and looking to be more profitable?

In this session we will explore this problem and explain how to identify this in ourselves and in our everyday life. We will also explore ways to address the problem, and to be more successful with our trading and investing.

231109_Melbourne - Brain, Robert

Speaker: Matthew Jones

Topic: Where to Invest in Q4 2023

The past three months have been difficult for stock investors as rising interest rates blew as a major headwind against the advance. China's expected recovery has not materialised, and commodity prices are slipping. It is not easy to find good growth prospects. Unless you know where to look.

Join Matthew for his quarterly update where he will show you exactly where to focus your efforts on in the last quarter of 2023 and explain why these areas deserve your attention.

231109 Melbourne - Jones, Matthew

Speaker: Neil Donaldson

Topic: My trading journey

Neil Donaldson is a private trader learning the hard way by losing money, working out why and trying not to repeat the same mistake!

Neil discusses how he applied the lessons he learnt to arrive at his current systematic trading approach. Neil started like many before him, by first learning technical trading, using charts and indicators on individual stocks but finding something still lacking, came to the conclusion that predictive technical analysis was not the answer. He discovered that what was lacking was a portfolio level risk management approach and an ability to test whether an idea was valid over a large number of trades. Neil details his current systematic, rules based and backtested approach.

•     How much do you need to make to beat fund managers

•     The Twinvest method of investing that beaths dollar cost averaging

•     Defining the characteristics of you ideal trading systematic

•     Position sizing and risk management

•     Rules of the 50 day breakout system

•     Comparing backtested to real results

•     Visualising performance

•     Closed trade analysis

•     A look at the health of the current market

231018_Adelaide - Donaldson, Neil

Speaker: Millie Swan

Topic: Trend Investment Trading - Trading is Visual

Millie Swann has been a private investor and share trader for more than 30 years. Millie's business background gave her an understanding of economics and patterns, and she could see the share market was starting to move in an upward trend all those years ago. Millie's first purchase was "gold" shares in a WA mining company called Gleneagle Gold and turned $5000 into $15000 in 3 weeks and had NO clue what she was doing. So, surprised by this outcome, Millie knew she had to understand how to do this in a repeatable way. Then the apprenticeship started - five years working out what it was for her that worked. The "lessons" about her own psychology, and thinking everyone-else-had-the- "secret", was overcome through this process.

Millie has worked with most trading platforms and was very successful with CFDs shorting and long-term trading, starting many years ago. These days Millie's investments use the ‘Protrader’ platform (25 years+), and being a trend trader with the principals of Stan Weinstein with a dab of Candles, OBV and resistance-breaks as part of her process. Millie was incredibly grateful to Frank Watkins of Protrader, who taught her the foundations of Technical Analysis and visual investment and trading, not only for the money made, but the way to avoid taking bad trades and not let FOMO get the better of her.

Now, Millie makes investment trades following the trend of mass emotional markets. Millie has seen changes (in technology and the ease of putting on trades) simplified and seen many people turn a big fortune into a little one. In the last 6 years, the most successful investment trades have been with A2M, CDA, MTS (profits taken) BOE, DUR and EMR (still holding / buying). Millie has made plenty of mistakes in the last few decades and is also willing to share these too, mostly based around selling too early and not letting profits run.

231012 Melbourne - Swan, Millie

Speaker: Zac Zacharia

Topic: The Secret to Outperforming Fund Managers

Did you know that only 35% of your investment performance is from picking the right stocks?  The other 65% is through managing risk, in particular, active asset allocation. In this presentation, Zac Zacharia, a professional financial strategist and investment manager, will explain how he manages investment risk for his clients’ portfolios.

You will learn what asset classes and sectors typically do well during each stage of the economic cycle,  the importance of asset allocation, position sizing and how technical and quantitative analysis helps make better investment timing decisions. Zac will then demonstrate how this all comes together into a workable investment plan that you can use to manage your own portfolio, during good and volatile times.

230921 Perth - Zacharia, Zac

Speaker: Richard Brennan

Topic: Diversified Systematic Trend Following

The presentation seeks to provide an understanding of a very counterintuitive approach to investment that not many investors practice. Diversified Systematic Trend Following. Predictive modelling tends to be a very popular method of trading for the investment community and is heavily supported by industry. This creates an uneven playing field in the markets where 90% of investors apply predictive logic to their future trades whereas a handful of methods say 10% apply non-predictive methods.

The edge arising from non-predictive methods resides in this uneven playing field in this zero-sum game. It is likely that the ‘price follower’ will be on the other side of the trade to the ‘price predictor’. When predictive models get it wrong ‘sometimes’ this sets in place a massive wealth transfer from the many to the few.

A ‘Price Follower’ seeks to capitalise on Outlier trades that defy predictive description which arise in times of market booms and bust which predictive modellers find very hard to understand. Outliers cause massive risk events for predictive modellers and significant opportunities for price followers.

230920_Adelaide - Brennan, Richard

Speaker: Alan Clement

Topic: Global Markets Quarterly Technical Outlook

Join Alan for his ever-popular quarterly market update, where he will pick apart the events of the last few months and determine the levels and patterns to look out for. Using a variety of technical tools and chart types, he will delve into momentum, support, resistance, sentiment and market breadth to analyse local and overseas stock markets, currencies and commodities. Always informative and guaranteed to contain a few surprises, this presentation could act as a useful input to developing your own market road map for the coming weeks and months ahead.

230914 Melbourne - Clement, Alan

Speaker: Gary Burton

Topic: Simplify Your Trading to be Successful

When you have limited maths knowledge and everyone else is using algos or a myriad of other indicators.

But all you want is to trade successfully.

Often the simplest trading plan is best, a back to basics in Trend analysis and short-term reversal patterns.

Holding the view that breakout trading has a marginal outcome that often results in you being someone else’s exit strategy.

Gap open buy signals identifying pivot points and 3 bar reversals.

Gary will be taking a look at 1 indicator, the ‘Relative Strength Indicator’.

230914 Melbourne - Burton, Gary

Speaker: Marsten Parker

Topic: RealTest Nuts and Bolts

An in-depth exploration of RealTest, presented by its developer, including:

- overview of the program's architecture

- comparison to some other backtesting programs

- walk-through of how the backtest engine operates

- advanced multi-strategy specification capabilities

- various ways to analyze test results

- transition from testing to order generation

- what's on the radar for the future

230828_Quant - Parker, Marsten

Speaker: Graham O’Brien

Topic: ASX Options

Graham is the Head, Equity Market Sales and Equity Derivatives, Australian Stock Exchange ASX and will provide insights into the exchange traded options market sharing the top trading strategies adopted and the tools used to help make decisions both in option and equity markets. Graham will also provide Q&A on any aspect of ASX functioning and the ASX website.

230822_Canberra - O’Brien, Graham

Speaker: Darryl Nagel

Topic: Candlestick analysis of the All-Ordinaries Index using a pattern of doji candle + gap up + oversold, and the pattern of doji candle + gap down + overbought

We will analyse this pattern and use a scanner to identify those instruments that display this pattern. We will apply the analysis to shares, forex ETF's, cryptocurrency, and indices on daily charts.

230821 Sydney - Nagel, Darryl

Speaker: Nick Radge

Topic: Systematic Day Trading on the ASX

Day trading is not for everyone, but when engaging in trading on smaller timeframes, particularly intra-day, mean-reversion often proves to be a more effective strategy. Mean-reversion brings forth numerous advantages, including:

1.    Portfolio diversification

2.    Enhanced consistency

3.    Profits during bear markets

4.    Lower drawdown

5.    Valuable feedback

In this presentation, Nick Radge walks through a specific strategy for the ASX. By leveraging mean reversion strategies, traders can capitalise on these benefits to enhance their trading performance and achieve more reliable results, especially in short-term trading scenarios.

Nick discusses selection bias, combining long and short strategies, strategy robustness testing, using leverage, all-weather portfolios

230816_Adelaide - Radge, Nick - ASX

Speaker: Nick Radge

Topic: Systematic Growth Investing -Tapping the Power of a Simple Concept

Systematic growth investing is a disciplined and patient approach to building wealth over time. Nick will explain how to take advantage of diversification, and compounding to help you achieve your long-term financial goals.

He discusses among other things how to capture momentum moves, optimising strategy parameters, ranking of stocks and diversifying using different strategies.

230816_Adelaide - Radge, Nick - Growth

Speaker: Kevin Saunders

Topic: Technical Analysis - As above so below 

Kevin’s take on technical analysis and its application in the current global market. Beginning with categorising market participants into “ecosystems”, Kevin will discuss how these ecosystems will be expected to behave. This behaviour translates into the price action familiar to the technical analyst.

Market entropy is the foundation of trading opportunity, and Kevin will demonstrate this fundamental aspect of the universe as it finds expression across multiple timeframes using the USDJPY pair as an example. He will explain the low touch method he uses to trade this market. His track record for trading USDJPY can be found at https://www.myfxbook.com/members/KevinSaunders/momentum/9720587

230810 Melbourne - Saunders, Kevin

Speaker: Adrian Reid

Topic: Mastery of Systematic Trading

An interactive session with Adrian Reid, covering all aspects of systematic trading from novice to mastery. A step by step approach with tips of what to avoid and what you need to know to be successful. Be prepared to participate in discussions and class sharing packed with examples and participation exercises.

230719_Adelaide - Reid, Adrian - The Enlightened Stock Trader Journey

Note there is no video associated with this presentation.

Speaker: Darryl Nagel

Topic: Is trading the moving averages superior to trading the Ichimoku indicators? Can the application of Stochastics improve our results?

You will learn the results of comparing the back testing of several ASX shares and forex pairs using several moving average crosses with Ichimoku indicator crosses, combined with the use of Stochastics.

230717 Sydney - Nagel, Darryl

Speaker: Alan Hull

Topic: Stockmarket from Every Angle

Alan will take a look at the Stockmarket from every angle, using all of his weekly newsletters. Alan’s trading & investing strategies include investing for growth & income, short term trading systems and hedging income stocks with inverse ETFs. And with conflicting fundamentals, such as a developing AI boom in the U.S. pitted against further interest rate rises in Australia, technical analysis is critical.

230713 Melbourne - Hull, Alan - Stockmarket

Speaker: Alan Hull

Topic: Introduction to mental wellness

Alan is a mental wellness instructor, which you can think of as a personal trainer for your brain. Mental wellness is the opposite of mental illness and to achieve & maintain it you need to know how your brain works, just like an athlete knows how their body works. Alan will give you some simple instruction on how your brain works and some practical tips on improving your mental wellbeing.

230713 Melbourne - Hull, Alan - Wellness

Speaker: Nick Radge

Topic: Research and Trading with RealTest

After 17-years with Amibroker and 10-years prior with TradeStation, Nick recently transitioned his personal and professional trading and research across to RealTest (RT) software. As his strategies and combinations of strategies became more complex, he found RT far superior in almost all facets; simplified coding, multi strategy testing, multi currency testing, ongoing user-driven enhancements and better support.

In this presentation, Nick will highlight some of the standout attributes that led to that switch.

230626_Quant - Radge, Nick

Speaker: Braden Gardiner

Topic: Trading techniques

• Momentum trading and building a framework for success.
• Where my journey started
• My hindering Psychology and overcoming setbacks
• Key Price Action concepts
• My framework for identifying key market conditions and concepts to trade them
• Reverse Retail offering...How we trade against the herd.

230621_Adelaide - Gardiner, Braden - Momentum Trading and Building a Framework for Success.pdf

Note there is no video associated with this presentation.

Speaker: Richard Dale

Topic: Pitfalls in Systematic Trading: Abandon all hope ye that enter here (or perhaps not...)

Richard will be deep diving into some common trading system biases that present a false outcome for trader performance and he will suggest methods to correct them, using a variety of analysis apps.

230620_Canberra - Dale, Richard

Speaker: Darryl Nagel

Topic: ICHIMOKU KINKO HYO- A deep dive into the various aspects within Ichimoku.

Topics include:

• all Ichimoku indicators
• the future cloud
• the present cloud
• the relation between Ichimoku, Heikin Ashi candles, Fibonacci ratios and WD Gann’s work on repeating ranges and ratios.

230619_Sydney: Nagel, Darryl

Speaker: Robert Brain

Topic: Dividend Harvesting – Definitive Guide

Twice each year, there are several weeks when many companies go ex-dividend and deliver dividends to their investors. Some investors buy and hold stocks primarily to capture the dividend for periodic income over time, while some traders try to harvest the dividends by holding the stock short term around the ex-dividend date.

There are problems with both of these strategies; but exactly what are the problems? What are the pros and cons of holding a stock for the dividend, either short term or long term? Did you know there are serious risks with either approach? Also, do you remember the broadly touted view that a stock’s share price will generally fall by the amount of the dividend? Well, that is absolute rubbish! It’s a complete furphy!!

In this session we will explore these issues, and in particular we will have a close look at how the share price typically performs around the ex-dividend date, and touch on things like:  

• The amount of notice a company gives regarding the upcoming dividend details.
• How to find past dividend dates and dividend amounts. 
• Some of the publicly published Dividend Yield figures are rather confusing, while some are deceptively wrong! 
• Beware of seemingly large Dividend Yield amounts and special dividends.

230608_Melbourne - Brain, Robert

Speaker: Elio D’Amato

Topic: Factor investing – standing on the shoulders of Giants 

The Factors that drive stock returns are constantly analysed by quant analysts and academics globally. While their findings are limited to the viewing of a select few, Stockopedia aims to make such institutional grade insights available to global investors.

Join Elio D'Amato (ex-Stock Doctor) from Stockopedia Australia and New Zealand as he unlocks the factors that drive stock returns, showcases the power of Stockopedia and talks about his own Momentum journey that he currently follows.

230608_Melbourne - D'Amato,Elio

Speaker: Robert Brain

Topic: An In-depth Look at Candlestick Patterns

Many of us realise that one candlestick on a share market price chart summarises the price action in one period — a day, or a week, or a month, etc. A single candle can tell a story about the opinions of the real market participants during that period. In addition to this, two or three (or more) consecutive candles can form a specific candle pattern and tell us even more of a story. However, there are lots of candle patterns, and each pattern has its own name. So how can we go about learning and recognising these many patterns? How can we utilise just a small amount of knowledge about candle patterns to analyse many possible patterns on the price chart? In this session Robert will explain a different approach to identifying and interpreting candle patterns.

230523 STANZ Brain, Robert

Please note that this presentation contains the entire meeting from start to end and has not been edited into separate speakers. If you are wanting to watch a particular part of the meeting, you will need to fast forward or search the recording to find where the individual speakers start their presentation.

Speaker: Graham Walker

Topic: Why Would I Use RealTest? - A Personal Perspective

For many years, Amibroker has been the dominant retail software for backtesting portfolio-based trading systems. Within the last year or two, RealTest has emerged as a credible alternative to Amibroker. In this presentation, Graham uses sample scripts from each program to compare their strengths at performing some common operations used in the course of developing and testing trading ideas. Typical operations such as limit orders, cross-sectional ranking and rotational systems, but also less common tasks such as multi-strategy systems and automated trading are discussed

230522_Quant_Walker, Graham - RealTest vs Amibroker - A Personal Perspective

Note there is no video associated with this presentation.

Speaker: Cathy Stacey

Topic: What are the Real Estate, Commodity, Banking and Share market cycles?

As part of her research at Property Share Market Economics, Cathy is driven to help people understand, profit from, and protect themselves, from economic booms and busts that have historically, and continues to this day, occur like clockwork. The structure of the economy moves in a particular time (and range) continuum. You could say it’s in the economy’s DNA. Understanding it creates peace and calm in one's life. And if you’re so inclined it can enable timely investment and business decisions. Without it, fear, confusion and mistakes are likely.

230517_Adelaide_Stacey_Cathy_-_Real_Estate_Commodity_Banking_and_Share_market_cycles

Note there is no video associated with this presentation.

Speaker: Dale Gillham and Janine Cox

Topic: Predicting the markets - Profiting from the right side of the charts.

Being a successful trader requires the individual to predict with a high degree of accuracy how a market or stock is likely to unfold on the blank right hand side of their chart. To achieve this, the trader needs to gain a confluence of three areas of analysis - price, pattern and time. In this presentation, Dale and Janine will share a study of the cycles in the All-Ordinaries Index using data going back to 1875. They then use this data to assist with predicting how the Australian market will unfold into the future. They will also take a look at how this works on predicting stocks.

230511 - Melbourne: Gillham & Cox

Speaker: Bisher Khudeira

Topic: Understanding Bitcoin

Bitcoin is one of the most severely misunderstood and underappreciated technological inventions of the modern world. In today's topic we will cover the following:

• What is Bitcoin?
• How does it work?
• Why is it important?
• How does it derive its value and price?
• Common Myths about Bitcoin
• Bitcoin's role in a diversified portfolio
• Q&A

We'll share our thoughts on how Bitcoin in the right allocation for the intelligent investor can provide the best exposure to digital assets.

230413 Melbourne - Khuderia, Bishner

Speaker: Alan McKay

Topic: Does Rebalancing affect a stock’s price?

Rebalancing is a term used to describe when stocks are moved from one Index to another such as from the ASX300 to the ASX200, or vice versa as the company grows larger or smaller. As many institutions have rules about which index, they can own stock, is there an opportunity to buy and sell stock to take advantage of this movement between various indices. This presentation will look at some practical examples of what happens to the price of stocks as they move from one index to another.

230413 Melbourne - McKay, Alan

Speaker: Pippa Carron

Topic: Managing the Trade: One entry with a comparison of five exit strategies

After years of studying entry strategies for foreign exchange, indices and commodities, and running a system of eight setups on FX, Pippa now focuses on how to better manage a trade through analysing different exit strategies, including some that are somewhat unconventional.

This presentation analyses five different exit strategies for a very simple FX entry system. The five exit strategies produce very different results: Could Pippa better an automated trading system by hand-selecting entries based on a suite of finely-honed negative and positive filters?

Come along in person or join this webinar to test your TA skills in guesstimating which strategy produces the most profitable outcome, and to find out who wins: Pippa or the algo. 

230321 Canberra - Carron, Pippa

Speaker: Mary McNamara       

Topic: A deep dive into the markets.

Mary gives an overview of the major markets indices.

230320 Sydney - McNamara, Mary

Speaker: Greg Matwejev (City Index Market Analyst)

Topic: 

230320 Sydney - Matwejev, Greg

Speaker: Darryl Nagel       

Topic: Price Action using Candlestick Analysis and much more.

The practical application of Technical Analysis using candlestick analysis.

- Insights into drawdowns in your trading plan

- Insights into your decision making process

What you will learn:

- Recent examples of common candlestick patterns such as “the cup and handle” and how to profit from them.

- The importance of the awareness of drawdowns.

- How to address the emotional consequences of your trading decision making. 

230320 Sydney - Nagel, Darryl

Speaker: Alan Clement

Topic: What I've Learned From 15 Years in the Trading Business.

Having lived, breathed and earned a living from trading the markets over the last 15 years, Alan will share many of the insights he has gained from his experience. His talk will cover such areas as motivation, how markets work, momentum and mean reversion trading, risk management, and having a winning mindset. With many detailed examples and even a few trade ideas, Alan will take us on a journey from beginning to full time independent professional. Whether you're an experienced trader or just starting out, you're sure to uncover a few trading gems in this presentation to take away and try yourself.

230311 Brisbane - Clement, Alan - 15 Years in the Business.pdf

Note there is no video associated with this presentation.

Speaker: Alan Clement

Topic: Trading System Design: A Practical Guide.

What makes a good trading system? How do we know if one entry or exit is better than another? How do we come up with a trading system that suits our personality and lifestyle, and meets our trading objectives?

In this practical guide to trading system development, Alan will outline the process of investigating, testing and quantifying trading ideas - as well as pointing out some of the pitfalls typically made along the way. He will demonstrate the role skill and luck play in trading, and will show why some entries and exits work better than others.

He'll also discuss why just getting the market direction right is not enough to make consistent gains over the long run.

230311 Brisbane - Clement, Alan - System Design.pdf

Note there is no video associated with this presentation.

Speaker: Alan Clement

Topic: Global Markets Quarterly Technical Outlook

Join Alan for his ever-popular quarterly market update, where he will pick apart the events of the last few months and determine the levels and patterns to look out for. Using a variety of technical tools and chart types, he will delve into momentum, support, resistance, sentiment and market breadth to analyse local and overseas stock markets, currencies and commodities. Always informative and guaranteed to contain a few surprises, this presentation could act as a useful input to developing your own market road map for the coming weeks and months ahead.

230309 Melbourne - Clement, Alan

Speaker: Mark Bennell

Topic: Trader’s Roadmap to Success

The upcoming presentation will be one of Mark’s most requested presentations, “Trader’s Roadmap to Success” where he outlines the steps necessary to give yourself the best chance of success.

230309 Melbourne - Bennell, Mark

Speaker: Alan Clement

Topic: Why Stop Losses Can Be Bad For Your Wealth!

We all know exit strategies are critical to success… We learn the dangers of stops and key attributes of a successful risk management strategy with Alan Clement.

230304 Ignite 23 - Clement, Alan

Speaker: Mike Smith

Topic: Unblocking the barriers to becoming the trader you can become - Increase your Trader IQ.

Unleash your trading potential though mirroring great practice and elevating developmental areas to take your trading to the next level with Mike Smith.

230304 Ignite 23 - Smith, Mike

Meeting Agenda Items: 

• General discussion: Updates, findings, interesting topics, areas of research, trading ideas, personal achievements
• Technical Discussion: specific coding or analysis questions & issues
• Presentation – comparison between the AmiBroker and RealTest development platforms, experiences when converting from AmiBroker to RealTest

230227 Quant SIG

Speaker: Robert Brain

Topic: Price Action Context – Explanations for unexpected share price movements

You’ve probably seen a lot of odd, or unexpected, share price movements on the price charts and wondered what has caused these moves, and whether it should change your view about fair value or your intended or current position. Mind you, some traders don’t care and simply press on regardless – whether that is the smartest thing to do or not.

There is often a good reason that explains the price moves. When applying technical analysis notions to price charts, it can be very useful to understand why the price has moved unexpectedly, and to consider the "context" within which the price action has occurred. That is, which company announcements or other news items have influenced the price move? In this session Robert will explain the notion of Price Action Context in more detail, and show some examples to explain why this is so useful, and also provide some great tips explaining how to help find out the underlying cause of these price moves.

Speaker: Matthew Jones

Topic: Investment Climate 2023

2022 will go down as the year of the Interest Rate Rise. Both the Australian and US central banks undertook an aggressive policy of raising interest rates, the speed of which has never been seen before. Growth assets got crushed. In fact, nearly all assets fell in 2022. There were very few places to hide. Now that the year is over, what can we expect in 2023? More of the same or will it get worse? Just where should we invest this year? Please join Matthew for his quarterly stock market update where we will answer these questions.

230209 Melbourne - Jones, Matthew

Please note that this presentation contains the entire meeting from start to end and has not been edited into separate speakers. If you are wanting to watch a particular part of the meeting, you will need to fast forward or search the recording to find where the individual speakers start their presentation.

Speaker: Dr Gregor Bauer

Topic: The IFTA Certification Program - The Highest Qualification in Technical Analysis

The IFTA “Certified Financial Technician” (CFTe)-program consists of Level 1 and Level 2. Candidates who pass the two examinations will be awarded the worldwide recognized CFTe Designation.

The worldwide highest degree in Technical Analysis is represented by IFTA’s “Master of Financial Technical Analysis” (MFTA). The MFTA requires an original research-work to demonstrate outstanding professionalism in Technical Analysts and represents the highest achievement and recognition by peers in the Technical Analysis community.

In his presentation, Dr. Gregor Bauer explains the benefits for CFTe- / MFTA-Holders as well as the examination-process, e.g. how are the different exams designed, what are the TA-topics in the exams, how can candidates best prepare for the exams. He will also explain the exam-procedure, how it can be taken, how it is proctored and what is required to take it, etc. He will answer all questions related to the examination process.

MEMBER SPEAKERS

In addition to the main presentation, we will have one of STANZ members talking about some of their trades.

230124 STANZ Bauer, Gregor Dr

Speaker: Dennis Keillor

Topic: Forecasting with Cycles

Cycles are everywhere in the universe; planetary orbits, sun spots, seasons, tides, day and night. The list is endless. The market fluctuations can be tied down to cycles. If you know the cycles to which a market operates, and you can correctly anchor each cycle in the recent past, you can use all of this information to forecast probable coming trends.

230118_Adelaide_Keillor,Dennis - Forecasting with Cycles

Note there is no video associated with this presentation.