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Auction Market Value Analytics (tm)

Lookup: Mind Over Markets, Dalton, Jones & Dalton 1990

Copyright CISCO Futures 2007



**************** Reference R3 Mind Over Markets ******************************************

     R3. Mind Over Markets, Dalton, Jones, Dalton 1990
          Application of R1 and R2, Directional Performance Relationships????????



  Part 1. MOM90  Reading the Market Profile Graphic (Intra-day) (Markets Organizational Structure)
   p5 Distribution, tool not indicator, dual auction 

  Ch 1. MOM90  Introduction
   p2 Less volume is significant
   p3 History is gone, the evolving market is NOW!
       Novice: recognizes objective facts and features relevent to the skill
   p4  Advanced beginner: continuity, step by step
       Competent: understands, capable
       Proficient: feels
   p5  Expert: at one with the market

  Ch 2. MOM90  Novice
   p7 Many definitions and patterns to memorize
   p8 Information sources
        Fundamental
        Technical
        Market Generated ==> visual indication of market activity
        Market Profile a way of organizing market activity as it unfolds
        Foundation
          Profile information is interrelated and integral to a complete understanding of the market!!
            Must integrate each section of book with what you have learned so far
   p10 Futures auction: if open below value, auctions up, if open is too high, auctions down
   p11 Organizing the day: Half-hourly TPOs show time and price, Fig 2.2, 2.3
         1. Initial Balance (IB) generally price range of first two half hours of trading 'Short:' timeframers
   p14   2. Range Extension (RE) trading beyond the IB 'Other:' long timeframers push price
         3. Responsive buyer: moves market back toward middle
         4. Range all prices top to bottom
         5. RE down 98 28/32 & below, other: timeframer
   p15   6. Value Area: middle 70% of volume (TPO VA from middle 70% of TPOs==> CISCO 1987)
         7., 8. Tails: single prints at the extremes (high or low) complete an auction (from other: timeframer)
         9. Point of Control (POC): most TPOs on a price line, fairest price of the day (most popular)
   p16  10. Last TPO range of the day, used to compare with next day (measure of sentiment)
   p17 Role of Market: to facilitate trade, see Fig 3-3: price moves up and down as buyers/sellers demand
   p18 Other: timeframer leads: to be successful, must know what other; timeframer is doing      
       Going with the crowd: not a good idea
   p19 Day Timeframe Structure: 1) tails show presence of other: timeframer
       Day evolves as in relation to IB and confidence of other:
         Narrow IB ==> more likely RE, wide IB (base) ==> more stable
         Other: level of confidence important
   p20 Day Types
         Normal Day: Fig 2.4, early entry of other: ==> wide IB
           Characteristics: Wide IB that holds
         Sage advice: Best trades often fly in face of most recent maarket activity
                      Never lose sight of the bigger picture
   P22   Normal Variation of a Normal Day  Fig 2.5
           Quiet in early part, later other: enters and extends range; conviction is evident from RE
           Structure: Not so wide IB as Normal Day, value established lower (or higher)
         Trend Day; 2 types, Standard and Double Distribution; high level of directional confidence Fig 2.6
           Structure: Open forms upper or lower extreme (other: in control), thin, elongated profile (4, 5 TPOS max)
   p25   Double-Distribution Trend Day: inactive early on, other: enters, driving price  Fig 2.7
           Structure: Small IB, then other: takes over, some single prints, 
                      trading back into the single prints, marks the exit of other:
   p27   Nontrend Day: No directional conviction  Fig 2-8 
           Structure: Narrow IB, other: stays out, no RE
         Neutral Day: Other: buyer & other: seller not far apart, market balances Fig 2-9
           Structure: IB between Trend and Normal day, RE on both sides of IB
         Summary p31: Directional Conviction vs Day Type grows from Normal Day to Trend Day
     
  Ch 3. MOM90  Advanced Beginner  Learning to see the 'bigger' picture
   p34 The big picture, 1) market structure, 2) trading logic and 3) time
         Time is the markets regulator: time validates price (multiple TPOs shows value)
   p35 Time regulates opportunity (1 TPO vs 5 TPOs) more opportunity at a price if 5 TPOS
       Understanding: Observe, interpret and trade
   p36 Profile like puzzle: develops throughout the day, ends with a structure
         Time and trading are components ==> understanding:  see the puzzle with all three
         Mastering market structure from recognizing and interpreting the Profile graphic
         Trading logic: raw human instinct of the marketplace: harder to learn, need experience
   p37 Recognition Speed: must lead structure development
       Trade Location: Late recognition ==> late entry; want to see control change as it occurs
       Confidence Level: Trading structure ==> confidence, but late to trade
   p38 Summary: Logic ==>impetus, time ==> signal, structure ==> confirmation
       Evaluating Other: Timeframe Control: can form illusion, example of strong opening
   p39 Factors in other: control: RE, tails, activity in body of Profile, VA and VAy
         Each studied basis of initiating or responsive action
   p40 Other: Timeframe Control on the Extremes
         Tails: aggressive other; selling at top, buying at bottom
       Other: Body of the Profile: subtle, TPO count (above/below POC) is one measure
   p41 TPO Count: Time = market regulator, price = markets advertiser
                  Measures the level of imbalance between short: and other:
                  TPO above = sum of TPOs above POC, TPO below = sum of TPOs below POC  Fig 3-1
   p45 Fig 3-2 Example
       Initiative vs Responsive Activity Fig 3-3
         Initiative buying  activity within or above VAy
         Initiative selling activity within or below VAy
         Responsive buying  activity within or below VAy
         Responsive selling activity within or above VAy
   p49 Trending Vs Bracketed Markets: Trend = divergence of price from value; Bracket = contained/delimited movement
   p54 Key Elements
       Estimate: Markets trend 20 - 30% of the time: Trading a trend--leave it alone
         Trading brackets: Identify the outer reaches of the bracket and then take gains quickly
   p55 Trending Markets: starts by initiative action by other:
       Bracketing Markets: Other: buyer and seller become responsive traders
   p57 Two Big Questions: Cornerstones for understanding the market
         1) Which way is the market trying to go (attempted direction)?
         2) Is it doing a good job in its attempt to go that way?
         Knowing 1) and 2) is the equation for trade facilitation

Ch 4. MOM90  Competent p59 - 310
  I.  Day Timeframe Trading p60
       Begin the day with a set of expectations that serve as guidelines, based on markets past performance
         Longer-term market direction
         Recent Value Area placement
         Opening call
         Post open ==> more intuitive: molding expectations to developing market structure
           Opening type
           Open relationship to previous day value and auction rotations
   p61 Day Timeframe Directional Conviction (Which way is market trying to go? how good a job is it doing?
        Interpet other: to find which way market is attempting to go
        Open Call: Several as open nears, mostly from other:
   p62  Open: First half hour quite often establishes on of the days extremes
          Find which one
   p63  Open as a Gauge of Market (Directional) Conviction
          1. Open-Drive
               other: drives market directionally Fig 4-1, confidant ==>  Normal Variation or Trend Day
          2. Open-test-Drive
               Tests a known reference point, then reverses strongly Fig 4-2
               Counters most recent activity ==>  Normal Variation or Trend Day
          3. Open-Rejection-Reverse
               Opens, moves directionally, reverses back thru opening range Fig 4-3, requires patience
   p70    4. Open-Auction
               No conviction, stays within yest range;   Fig 4-4
               Outside yest range (out of balance), directional conviction likely to develop  Fig 4-5
   p74 Estimating Daily Range Potential: greatest potential (and risk) on open outside yest range
   p75 Open Within Value
         Guidelines
           1) Find relationship to yest value and range
           2) Find the initial extreme most likely to hold: superpose length of yest range for estimate
           3) Allow 10% variation (this is just an estimate!)
           4) As extremes change and directional conviction arises, adjust the estimate:  Fig 4-7, 4-8
   p80 Open Outside of Value but Within Range
         Acceptance: produces range similar to yest
         Rejection: if breaks out of range and then comes back in, potential for oposite move Fig 4-12, 13, 14
   p87 Summary: Reference point: where market opens in relation to yest range and VA Fig 4-15, 16. 17, 18, 19, 20
   p97 Two Timeframe Markets: Other: controls along with short: Fig 4-21
   p98 One Timeframe Markets: Trend Fig 4-22
   p98 Other: Timeframe Control, using Rotations
         Use Market Structure and Market Time (Structure alone is too slow)
         Time: Lower acceptance ==> lower time at that level: enough time vs too much time ==> control change
           1) No transition ==> one or two timeframe days (Trend Day)
           2) One timeframe to two timeframe
           3) Two to one timeframe
           4) One timeframe in each direction (Neutral Day)  Fig 4-23
   p106 Auction Failures: No follow through Fig 4-25, 26
   p110 Excess: Too far in a given direction, one TPO tails Fig 4-27
   p112 Rotation Factor: Which direction market is attempting to go: 
          Rotation Sum = +1 if current high gtr prev period high, -1 if  current low less than prev low  Fig 4-29
   p113 TPO Counts (see Ch 3) Fig 4-30, 31, 32, 33
   p122 The Close: Day traders exit, other: may buy or sell Fig 4-35
   p124 Day Timeframe Visualization and Pattern Recognition
          1) Short Covering Rallies: old business covering looks like new demand 'P' distribution Fig 4-36
          2) Long liquidation breaks: like 1) but selling 'b' distribution  Fig 4-39
          3) Ledges: market stalls again & again at one price  Fig 4-40
   p135 The Liquidity Data Bank: Cleared volume at price (data for Market Profile Value Area) EOD report
   p136 General uses of LDB: Volume, Value Area, Dispersion of Volume, etc. see reference R2
          LDB situation changed with electronic markets
   p159 High and Low Volume Areas LDB
   p162 High Volume Examples  LDB
   p169 Low Volume Examples   LDB
   p176 Summary: Day Timeframe Trading
          Day Timeframe may give wrong impression

  II. Long Term Trading 
        Moving from day timeframe to longer term
   p177 Long Term Directional Conviction
         1) Which way is the market trying to go (attempted direction)?
         2) Is it doing a good job in its attempt to go that way?
         Facts to help gauge attempted direction
   p178 Attempted direction: Which way is the market trying to go
         1) Auction Rotations
              Rotation Factor
         2) Range Extension
              Entrance of other: beyond IB  Fig 4-59
         3) Long-Term Excess Fig 4-60
              Works same as day timeframe excess (tails)
              Island Days (from gaps)  Fig 4-61
              Long Term Tails: bar chart tails Fig 4-61
              Gaps: signals change in perception of value  (other:)
         4) Buying/Selling Composite Days
              Composite Analysis: Evaluates where the majority of the days trade took place rekatuve ti open
                Divide range into 4 parts (a la LDB)
                Composite buying day when open resided in lowest quarter
                Composite day when open resides in bottom or top quarter
   p187 Directional Performance: Is the Market Doing a Good Job in its Attempt to Get There
          Three Factors
            1) Volume
                 Volume measures trade facilitation
                 Compare volume with previous periods
                 No standard, trader must keep records
                 Example: Mkt attempted direction up basis Rotation Factor & (buying) RE
                          Volume strong or up, TF is good, so doing a good job
            2) Value Area Placement
                 Compare one day VA with next e.g. unchanged, overlapping-higher, higher
                 May be contrary to day timeframe attempted direction Fig 4-66
                 Table 4-1 directional relationships 15 attempted direction up, 15 down Fig 4-65, 6, 7, 8, 9, 70, 1, 2
            3) Value Area Width
                 Within day measure, VA usually wider on higher volume Fig 4-73, 74, 75, Table 4-2, Fig 4-78 - 4-86
                 Long Term Activity Record: table for trader to answer "Big" questions (p177 1) and 2))
   p192 Attempted Direction: 15 Up measures, 15 down measures
   p204 Long Term Auction Rotations
          Bracket is a long-term two-timeframe market
            70% of the time, other: buyers & sellers are responsive traders
            Brackets are hard to define  Fig 4-87, 88, 89, 90
              1) Responsively trade  Fig 4-92
              2) Markets generally test a bracket extreme more than once
              3) Markets fluctuate in brackets
              4) Monitor activity near bracket extremes for acceptance/rejection
              All brackets eventually evolve into trends  Fig 4-93
          Trend is a long-term one-timeframe market
            Trend is the result of directional conviction by other:
              Strong conviction ==> strong excess  ==> Fig 4-96
            Trade Location in a Trend
              "Get on board early", easier said than done  
              Older trends, trade responsively: go with the trend
   p227     Monitoring Trends for Continuation
              Compare activity (volume) on up days with that on down days
            Transition of Trend to Bracket
              Up trend ends when the responsive other: seller creates significant excess at the top  Fig 4-96
   p233   Detailed Analysis ofa Developing Market
            Bracketing market is complex: emotionally difficult to trade (must change gears quickly)
            Bracketing 70 to 80% of time: other: buyer and seller close together Fig 4-97
              Reference points: Market balance, Nontrend days, balance break-outs, auction failures
              Use a relatively short timeframe, litle overnight holding
              Sharp spurts between balances offer opportunities
            Early identification of breakout lies in concept of market balance: a bracket develops a series
            of short term balances (brackets within brackets)
            Monitor for continuation: key to identifying other: control
            Breakout often begins with gap or auction failure  Fig 4-98, 99, 100, 101 (bar charts)
   p244 Long-Term Auction Failures: Failure = market auctions above(below) known ref point & fails to follow thru
          Fig 4-102 (bar), Fig 4-103, (TPOs)
   p248 Long Term Short Covering and Long Liquidation: Present long-term just as in short-term (day) Fig 4-104 (TPO)
        and Fig 4-105 (bar), Fig 4-106 (long term profile)
   p259 Corrective Action: Defn: 'counteraction'
   p260 Function of Corrective Action: 1) Profit taking, 2) Test of strength (health of a trend)
   p262 Long Term Profiles: shows that auction processes apply to all timeframes Fig 4-108
          Use: Clear definition of value (brackets) and migration of value
   p264 Long Term Profile in Action:  Fig 4-109 (bar), 110 (CISCO Overlay), 111 (bar), 112
  Special Situations p272
   p273 3-I Days
          Initiative tail, TPO count and RE Fig 4-113
            Expect tomorrow to open within value or higher
              Tomorrow first 90 min did show continuation, table p275
   p277 Neutral-Extreme Days   
          Day timeframe balance with RE on both sides
          Close on an extreme: continuation next day 1sst 90 min is good, table p277
   p278 The Value-Area Rule
          Price accepted (2 or more TPOs) within yest VA, prob that auction will go through yest VA Fig 4-115
          Caution! Need to know 'condition' before trading
   p280 Spikes: quick run up or down away from value
          Sign of acceptance: next day: accumulation of TPOs at the new level
          Rejection: new session opens away from spike direction
          Open within spike: ==> balancing, two-timeframe rotational trading in spike area Fig 4-116, 117
          Open outside spike: indication of out of balance
            Bullish: Initiative buyers in control, if starts trading down, can move fast  Fig 4-118, 119
            Bearish: Rejection of spike, bearish for day timeframe   Fig 4-120
          Spike Reference Points: Limited to first price probe:  Extremes  Fig 4-121
   p288 Balance Area Break-outs
          Strategy: go with  Fig 4-123
   p292 Gaps: Opening outside previous days range  Fig 4-124, 125, 126
          1) Breakaway gap: Early stages of a long-term trend, other: strong conviction
          2) Acceleration gap: Within the trend, reaffirms conviction
          3) Exhaustion gap: May mark end of trend
  Markets to Stay Out Of p300
          1) Non-Trend Days: Small range, not facilitating trade  Fig 4-127
          2) Non-Conviction Days: looks like Normal Day, but no directional conviction  4-128
          3) Long-Term Nontrend Markets: Lacks directional conviction, may still be ok short term  Fig 4-129
          4) News-Influenced Markets: Most traders have balanced going in
   p304 Summary: When the market has no confidence, stand aside.
  News p304: Trying to anticipate news is a highly dangerous gamble.
               News/government reports, etc. is present. Opportunities may arise. Be ready with:
                 1) Direction of major auction
                 2) Known reference points
                 3) Market expectations for this news   Fig 4-130, Table p307, Fig 4-131
   p310 Beyond the Competent Trader
          1) Must achieve self underestanding
          2) Must be so intimate with with the mechanics (Ch 1-4) that they form a holistic pattern in your mind

  Ch 5. MOM90  Proficient
   p312 Beyond competency: Intuitively feel when conditions are right for a trade
                           Experience, to automatically recognize trading conditions
                           Self understanding
                           Introspection for deeper understanding
          Results Equation: Market Understanding x (self-Understanding + Strategy) = Results
            1) Market understanding
            2) Self-Underestanding
            3) Strategy
          Self-Understanding: Becoming a Successful Trader
            Emotional rewards primary, financial secondary
   p315   Self-Observation
            Find your weaknesses, keep a trading journel for a record of your motivations
   p316   The Whole Brained Trader: Right brain is intuitive, artistic, has feelings, 
            is gestalt oriented (sees forest, not just trees), controls our visual perceptions
            Left brain: analytically oriented, reasons logically and sequentially, responsible for speech
              Stores knowledge
            Both hemispheres together: Left for analysis of the data, Right for actively trading/interpretation
   p318   Strategy
            Set-up and management of a trade is guided by rules based on market understanding
            Complete strategy: ==> holistic game plan built on market understanding, self understanding
                                    and structural guidelines
   p319     Business Strategy: Trading is a business!
              Tangibles: Capital,risk, cash flow, taxes, record keeping, etc.
              Intangibles: Knowing the competition and the product, dedication, daily execution, planning

            Capital: 1) Be sure to have enough, and 2) Conserve it. Undercapitalization ==> tick watching
   p320     Location: Trade, not business. "Best trades generally fly in the face of the most recent activity."
            Timing: Hallmark ==> timing and patience
            Information: Rely on yourself, not others
   p321     Know Your Competition: Scope out other: and short:
            Know yourself: Self-observation, introspection, journal
            Consistent Daily Execution: Consistency breeds objectivity, eases tensions
            Inventory: Buy inventory when no one else wants it (sell highs)
            Risk: Regulate your trading (risk only what you can afford to lose)
   p324     Record keeping and Performance: Trading records give objective way to evaluate strategy
            Dedication: Heartbeat of a business            
   p325     Applications: 
              1) Accept and begin to view trading as a business
              2) Develop a comprehensive strategy based on concepts of successful business management
              3) Formulate specific rules and "mini strategies" that will help guide your trades
                   and mold your individual trades in order to meet your longer term goals. Fig 5-1
   p327     Summary: Balance left brain discipline with right brain creativity            

  Ch 6. MOM90  The Expert Trader: Requires complete dedication and determination. Strong desire.

  Appendix 1  MOM90  Value Area Calculation
               VOLUME Value Area: ref: CBOT Market Profile, 1985 p53, p73, p112
                                       CBOT Market Profile, 1991 p51
                 Start with volume at days peak. Add next higher and so forth until 70% of total is reached
                 Value Area (volume) is the price range found, containing 70%+ of the volume

                 p51 70% Range Calc: High volume price, add 2 above, 2 below until 70% of volume reached
                 Note: Market Profile value area is defined to be from (cleared) volume

               TPO Value Area Calc: From CISCO article The Alumni Letter, Market Logic School, April 13, 1987
                     Also: Estimating the Market Profile Value Area for intraday trading S&C Sep 1987
                 Start with days peak TPO count. Add next higher and so forth until 70% of total TPOs is reached

  Appendix 2  MOM90  Reference Texts & Educational Literature