Speaker: Mary McNamara

Topic: A deep dive into the markets.

Mary gives an overview of the major market indices.

240715_Sydney - McNamara, Mary

Speaker: Sunil Mangwani

Topic: The Crucial Factors of Money Management.

Continuing from the previous webinar of the importance of 3M’s – Money, Mind & Method, we will delve deeper into the crucial 'M' factor – Money Management. Ask any professional trader the secret to success & they would most likely mention Risk Management, as this is one of the most important factors responsible for success or failure.

But there are various facets, even within the parameters of Risk Management, which are crucial to the proper implementation. Did you know that choosing the markets you trade & the time frames you trade on, should ideally be decided by factors of Money Management? Secondly, most traders tend to give priority to the Win/Loss ratio. While having a larger number of winning trades is beneficial to the account, there is another factor which is more important.

Understanding these crucial points of Money Management will put you on the path to successful trading.

240715_Sydney - Mangwani, Sunil

Speaker: Robert Brain

Topic: “All about ETFs in Australia today"

At the time of writing there are more than 370 ETFs (Exchange Traded Funds) available for you to buy/sell on the Australian Securities Exchange (ASX) share market, offered by a number of ETF providers. However, when you study some of these ETFs you will find that many are not very liquid. This might not be an issue for some investors, but it is an issue for many investors and traders.

So, how do we find out which ones are tradeable / investable? Which ones are safe to play with? What sort of thematic do they follow? Who are the major ETF providers in Australia? Where can we go for more information?

In this session, Robert sets out to answer all of these questions about ETFs, and more.

240711_Melbourne - Brain, Robert

Speaker: Zac Zacaria

Topic: Investing with the smart money using Relative Rotation Graphs

RRG charts were developed by Julius De Kempenaer in the early 1990s to visualize the relative performance of stocks and other securities against a benchmark and each other.  This is an amazing tool to follow the rotation of smart money relative to your target return – and if used properly, allows you to quickly identify where to find the next trading or investment opportunity.  

In this presentation, Zac will explain how RRG charts are drawn, how to read an RRG chart, and then show you how to use an RRG chart to identify where the smart money is investing.

240711_Melbourne - Zacaria, Zac

Speaker: Mary McNamara

Topic: A deep dive into the markets.

Mary gives an overview of the major market indices.

240617_Sydney - McNamara, Mary

Speaker: Gary Glover

Topic: How to Achieve Triple Digit Gains | The World Best Traders

Gary Glover of Novus Capital looks at a selection of some of the world’s best equity traders and explores the techniques enabling them to consistently achieve exceptional returns. He demonstrate how it’s possible using the same approaches to replicate their success in your own trading.

240617_Sydney - Glover, Gary

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.

240613_Melbourne - Clement, Alan

Speaker: Richard Lie

Topic: Foundation of Money Management

Richard will explain the processes built around a foundation of money management based on an edge that will get you there. He will also do a market review and look at ASX Stocks.

240613_Melbourne - Lie, Richard

Speaker: Matias Larre

Topic: Analysing Fractals and Elliott Waves in The Financial World (Part 1) 

This presentation is based on the book by Matías Menéndez Larre, where we will explore the fundamental concepts that reveal the hidden structure of market movements. We will begin our tour with the term that has recently resonated in financial circles: "fractals".

Fractals - Roots and Connections: We will address the evolution of the concept of fractals from Mandelbrot's pioneering research to their intrinsic connection with Elliott Waves, proposed by Ralph Nelson Elliott in the 1930s. We will examine how these two pillars intertwine to form the basis of our conceptual model.

The Principle of Elliott Waves: Although the principle of Elliott Waves has endured over time, its complexity has given rise to various interpretations. We will explore how the foundations of this principle can be connected to Mandelbrot's research, providing a comprehensive and solid perspective to understand and predict the behavior of financial instruments. 

Building a Solid Conceptual Model: In this first part, our focus will be on exploring the connections between fractals and Elliott Waves. We will work together to build a solid conceptual model that lays the foundation for understanding market dynamics and establishing a firm ground for future exploration in part 2.

240527_STANZ - Larre, Matias

Speaker: Alan Clement

Topic: The Art and Science of Trading: Crafting a Personalised Strategy Tailored to Your Objectives

It's a fact that even as systematic traders, it's easy for us to succumb to emotions if we cannot cope with the strategy we've chosen to trade. So, when embarking on a course of strategy development, how can we be sure that the resulting trade executions will fit with our own personal style and be manageable around our lifestyle and other commitments? In this enlightening presentation, Alan will take us through the steps to quantify our own personal objectives and risk tolerance. He'll then show how once you have these; you can target a particular style of trading strategy that is best likely to match those goals. This can then lead you to develop styles of strategies that would give you a much greater chance of trading them successfully, thus realising a P&L profile close to the systematic outcomes.

240521_Canberra - Clement, Alan

Speaker: Mary McNamara

Topic: A deep dive into the markets.

Mary gives an overview of the major market indices.

240520_Sydney - McNamara, Mary

Speaker: Colin Simpson

Topic: Trading Psychology – Having the right mindset

240520_Sydney - Simpson, Colin

Speaker: George Chondros & 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
• Reviewing Bitcoin performance from 12th April 2023 until now
• 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.

240509 Melbourne - Khudeira & Chondros

Speaker: Jeffrey Hugh

Topic: US Economic Models and Technical Analysis

This will be a 45-minute presentation to discuss the U.S. economic backdrop and Jeffrey's 5 key economic models, view on rates, U.S. stocks, and commodities. Jeffrey will focus on market sentiment, market internals, market trend, and Elliott Wave counts and probable target projections. The session will then be open up for Q&A.

240416_STANZ - Hugh, Jeffrey

Speaker: Mary McNamara

Topic: A deep dive into the markets.

Mary gives an overview of the major market indices.

240415_Sydney - McNamara, Mary

Speaker: Angela Osmond

Topic: Is Trading Gambling?

When commencing your trading journey, various individuals in your life will express mixed opinions and emotions on trading.

Some people see trading financial instruments as a great way to make money whilst others believe that trading is gambling.

Is trading gambling in real life?

To answer this question, one has to understand the underlying mechanisms of both activities and then determine whether they bear any significant similarities.

240415_Sydney - Osmond, Angela

Speaker: Jim Haralambidis

Topic: Discretionary Trading in Mean Reversion:

Can discretionary trading be used to improve performance in a mean reversion strategy? Can it be used as an additional filter to give better results? Jim will discuss some of his own experiences in this area.

The trader’s edge:

Following on from Jim’s February 2024 presentation on Daniel Kahneman’s bestselling book “Thinking, Fast and Slow”, Kahneman’s ideas on what gives traders an edge, in both trading and life in general, will be discussed. A brief overview of the whole book will be given at the end of the presentation, with the key take-away messages.

240411_Melbourne - Haralambidis, Jim

Speaker: Alan Clement

Topic: The Art and Science of Trading: Crafting a Personalised Strategy Tailored to Your Objectives

It's a fact that even as systematic traders, it's easy for us to succumb to emotions if we cannot cope with the strategy we've chosen to trade. So, when embarking on a course of strategy development, how can we be sure that the resulting trade executions will fit with our own personal style and be manageable around our lifestyle and other commitments? In this enlightening presentation, Alan will take us through the steps to quantify our own personal objectives and risk tolerance. He'll then show how once you have these; you can target a particular style of trading strategy that is best likely to match those goals. This can then lead you to develop styles of strategies that would give you a much greater chance of trading them successfully, thus realising a P&L profile close to the systematic outcomes.

240411_Melbourne - Clement, Alan

Meeting Agenda

The meeting will be chaired by Chris Meakin.

This workshop is designed for ATAA members and visitors who are already using RealTest software and wish to join a workshop group to build knowledge and share experiences.

8:00 – 8:05 Chris Meakin - Intro

8:05 to 8:30 Robert Grigg - Getting started with RealTest and multiple systems.  Discussion about the Objectives, Systems, Test strategies and test issues. Refer to the code and notes in the ATAA Forum RT Coders Workshop (posted 21 March), preferably a few days (or more) before the meeting.  Have an opinion!

8:30 – 8:50 All – who’s been doing what; questions for the group; anyone seeking a coding “buddy” or two.

8:50 – 9:00 All – call for someone to be first speaker next month.

240408_RealTest SIG

Speaker: Carlos Jaureguízar

Topic: Understanding the Big Picture of Artificial Intelligence through Machine Learning applied to the Technical Analysis Field

My aim is to provide a comprehensive overview of Machine Learning (that is, a general view) but using examples from TA, so attendees can see how machine learning is revolutionizing technical analysis, making it more accessible and powerful than ever.

In the presentation, I’d cover the most fundamental concepts of machine learning, ensuring it is understandable for everyone, regardless of their prior knowledge on the subject. I will explain why machine learning is such a powerful tool for technical analysts, differentiating between supervised and unsupervised learning, classical and deep algorithms, and how these approaches are applied in technical analysis to uncover patterns and trends in market data. On the positive side, it enables everyone, regardless of their prior knowledge of Machine Learning, to gain a foothold in this field. On the downside, for those already familiar with machine learning, it might feel like a review of known subjects, albeit applied to Technical Analysis, leaving them wanting more. Nonetheless, this approach is preferable, and should there be interest, we can discuss a later practical talk using Python.

Furthermore, we will discuss the various types of technical analyses that can be conducted using machine learning and the basis of deep learning and its applications. To conclude, I will offer guidance on the first steps for those interested in exploring this field.

240325_Quant SIG - Jaureguízar, Carlos

Speaker: Ivan Tchourilov

Topic: Use of Derivatives and strategic use of Volatility, Options and trading breakouts

1. Derivatives for Portfolio Management: How derivatives can be used to mitigate risk and enhance portfolio returns. Capital efficiency, how options allow for greater exposure with less capital, effective to hedge against market volatility.

2. Understanding Implied Volatility: Mean reverting nature of implied volatility, impact on options pricing and trading strategies. How high implied volatility can indicate higher option premiums, beneficial for sellers.

3. Strategies for Trading Breakouts: Insights into a systematic approach to trading breakouts, long or short. Significance of identifying repeatable framework to take emotion out of trading capitalising on strong trends and momentum through technical analysis and how options can be leveraged to capitalise on these movements with predefined risk.

4. Navigating Sideways Markets with Options: Strategies for trading in markets with little to no trend, such as using iron condors to profit from range-bound markets. Highlighting the advantage of options in generating returns from theta decay in such market conditions.

5. Leveraging TradingView and Volatility Platforms for Trade Ideas: Introducing technical traders to advanced software tools like TradingView for chart analysis and volatility platform for assessing options and data to support trading. How these tools can aid in identifying trade setups based on technical indicators and implied volatility analysis.

240319_Canberra - Tchourilov, Ivan

Speaker: Mary McNamara

Topic: A deep dive into the markets.

Mary gives an overview of the major market indices.

240318 Sydney - McNamara, Mary

Speaker: Colin Simpson

Topic: Automated Trading

Topics that will be covered include:

• Automated Trading – What is it?
• Automated Trading – What is it not?
• System design – Profit / Drawdown / Number of Trades/ Profit FactorBacktesting
•  Setting it up.

In order to spend more time mentoring Colin started exploring trading automation in 2016 and today has three user friendly, profitable systems for his clients to choose from. The strength of the systems is the inbuilt risk management. Colin likes to think of his systems as “simple systems that have been well automated”. Throughout Colin’s trading journey and in his private mentoring work he has always been keen on simplicity. “You don’t need complexity in trading. You need robust, simple software coupled with disciplined risk management and a good trading mindset”.

240318 Sydney - Simpson, Colin

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.

240314_Melbourne - Clement, Alan

Speaker: Chris Weston

Topic: Cross-asset review - Assessing our trading environment and what could drive change

Chris Weston will go over his many live charts on TradingView and Bloomberg and give his views on what’s positive and negative for the international community’s economy. He will go on to develop possible scenarios.

240314_Melbourne - Weston, Chris

Speaker: Louise Bedford

Topic: Trading Psychology Secrets

Louise Bedford unveils the keys to triumph in the dynamic financial markets.

Consider this a workout for your mind. Explore a realm of practical, scientifically supported mindset techniques that deliver tangible results.

Unlock insights into:

• The paradigm-shifting reality of how meditation and mindfulness can reshape your trading outcomes. (It’s not what you expect).

• The surprising link between tarantulas, self-worth, and trading triumph.

• Strategies for building enduring habits and preventing burnout.

• What waterlogged rats teach us about the significance of hope in sustaining performance.

This presentation will give you the shakeup you need.

240221_Adelaide - Bedford, Louise

Speaker: Sunil Mangwani

Topic: Trading effectively by using the 3M’s – Money, Mind & Method.

Most traders believe that having an effective trading technique will give them the ‘Holy Grail’ of trading.

But successful trading is a process consisting of different factors, which I call the 3M’s – Money, Mind & Method.

In this, the ‘Method’ (technical analysis) is the least important part of the trading process & unless the trader incorporates the concepts of ‘Money Management’ & the ‘Mind’ factor, the probability of success is slim.

In this webinar we will break down each “M” component with precise rules.

* Money – Understand the “2 Golden Rules” of Risk Management, without which a trader cannot grow the account.

* Mind – Understand the components of ‘Discipline & Patience’ which is essential for a trader to succeed.

* Method – Understand the ‘Trap Moves’ created by professional traders……to take money from the inexperienced retail traders, by effectively using tools like Fibonacci ratios

240219_Sydney - Mangwani, Sunil

Speaker: Robert Brain

Topic: “4 Windows” – One way to analyse stocks and the market

Is now the right time to buy into the market? Are any stocks worth buying right now? Should we use a “market Go/No-Go filter” to minimise risk? What is the best way to periodically review stocks and the market?

There are literally thousands of different ways to answer these questions, and all of them can be right. In this session Robert will describe what he calls his “4-Windows” method of analysis, including: (a) studying plain price, (b) looking at the “big picture”, (c) using key chart indicators, and (d) considering volume. And he will apply this analysis to the current market and share his market analysis. This session will be full of useful tips and hints, and will provoke a lot of discussion.

240208_Melbourne - Brain, Robert

Speaker: Jim Haralambidis

Topic: Lessons for Traders from Nobel-Prize winner Daniel Kahneman’s bestselling book “Thinking, Fast and Slow”

Daniel Kahneman is one of the world’s most pre-eminent psychologists, receiving the Nobel Prize in Economics in 2002. Much of his work involved trying to understand how people’s automatic responses to circumstances affect the rational choices they should be making. Our hard-wired responses often have a greater effect on our choices than we realise, even though we consider ourselves to be rational beings. In his bestselling book “Thinking, Fast and Slow”, Daniel details the ways in which we are often influenced by factors outside of our rational selves.

These factors include Cognitive Biases, Anchoring, Overconfidence, the Availability Heuristic and the Planning Fallacy. Of particular interest to Traders is Loss Aversion, related to Prospect Theory, in which we place different weights on Gains and Losses, and end up selling the wrong stocks. Hindsight Bias afflicts many traders developing trading strategies. We always tend to look for causes for the trading results we get, when many can often be simply explained by Regression to the Mean, which can also be used by traders in developing successful strategies. How good is a discretionary trader’s intuition, versus using a set formula for making trading decisions?

Jim is not a psychologist, but his background in science led him to try and understand some of the psychological factors involved in decision-making, so he can improve his own trading performance.

240208_Melbourne - Haralambidis, Jim

Speaker: Zac Zacharia

Topic: Back to the future - how to make money in 2024

2023 was a rollercoaster year for the markets as the impact of rising inflation and interest rates took hold. With inflation pressures easing now, investors remain concerned about a mountain of economic and geo-political issues that could impact future returns. During this presentation, Zac Zacharia will take an objective look at where Global and Australian markets are at using a technical and quantitative the end of the presentation Zac answers attendee questions and provides his take on suggested stocks.

240117_Adelaide - Zacharia, Zac