reason Dialogue on the Two Systems

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Dialogue on the Two Systems: Holism and Objectivism
Market Profile versus Value Based Analysis


Donald L. Jones
Copyright CISCO Futures 2007

Subscribers to the CISCO Short Course for daytraders are permitted a 15 minute question session per week. This dialogue between student and teacher concerns the fundamental principles of Market Profile as initiated in the CBOT Market Profile manual, 1991; contrasted with the Value Based Analyses developed by CISCO. As such, this discussion is of general interest to all traders and is shared on that basis.


Student:
Refer to SF8 Nov 13 2007 Market Profile, what is the open type? (open-test or open-reject-reverse).

Refer to SF8 Nov 14 2007 Market Profile, market had a open-drive day. G bracket registered the strongest move after initial balance and with extensions.

Teacher:
Where in our lessons do you find "open-test" or "open-reject-reverse"? This sounds like it came from Mind Over Markets, 1990. MOM is a reference we give, along with CBOT Market Profile 1991. Profile trading, as introduced by Steidlmayer and clarified to some extent by MOM is pattern recognition and holistic interpretation of what you see in the profiles. The Dalton group's new book, Markets in Profile, 2007, is even more holistic than the earlier two.

I initailly tried the holism path and found it impossible to read the market objectively. Steidlmayer knew the players personally in the pit. As an intelligent observer he could figure who was in control, etc. I doubt that he could do that in todays electronic markets.

So, by 1987 my path diverged from holism to objectivity. First I found that value area, by the CBOT definition, could not be calculated for any but CBOT markets. I researched the TPO value method and that is now the standard for the industry.

Next I realized that one day's profile could be understood only within the context of the market as a whole, i.e. the Market Condition. That led me to develop the Overlay Demand Curve to determine whether the market is in balance or not. The critical point here is that the reference points used in the holistic interpretation, such as value area, are NOT valid unless the market is stable, i.e. in balance.

Remember, the basic premise of market profile, the foundation, is that the bell shaped price-volume curve forms a gaussian distribution and value can be found (defined) as the first standard deviation of that price-volume distribution. If the price-volume curve is not bell shaped, obviously it is incorrect to apply gaussian statistical analyses. Since bell shaped price-volume curves only occur in balanced markets, it is necessary to have a tool, like the Overlay Demand Curve, that identifies balances. (Read the new article in the References Section of our site 'Three Day Balance Rule'.) Even in an overall 5 Day Balance one or more days may fail the bell-shape test.

So what our course is about is an objective, scientific use of the data. We identify balances and generally require that the data we use in our analyses are valid for the their application. This is admittedly more restrictive than reading patterns, but it is repeatable and not biased by the observer. Our starting point is 'data validity' for the job at hand, whatever it might be.

Many of the profile reference points offer valuable ways of interpreting the data, SO LONG AS THE PRE-CONDITIONS FOR THEIR USE ARE MET. Obviously, if you are beginning with a market not in balance, not meeting the pre-conditions set by Steidlmayer/CBOT of a bell shaped, gaussian distribution; then your subsequent interpretation of the meaning of the reference points is in doubt.

The real danger, as I see it, is that we have come to expect too much from each piece of data! Our ideal is to take a reference point, say value area or initial balance, and predict the coming market activity; or to be able to compare one day's value with the next to explain and project the market's behavior. This is our most fervent wish, but reality throws doubt on this premise. If we could read markets, as demonstrated by Steidlmayer in CBOT Market Profile 1991, we would hold the keys to untold wealth. Reality says "you are in a complex environment and it is highly unlikely that any one or two market elements will insure your success. (In fact, with Value Analytics we typcally use some 15 reference points as flow variables, summing over three days to find internal directionality, market bias, etc.)

You illustrate that ideal wish in your next question ('the low of G should hold').


Student:
What are the odds that G bracket low would hold for the day? I reason that the big boys started the move in G, so the low of G should hold. Is this a flawed reasoning? Or only valid in open-drive day?

On the same day, the profile has a P form structure. Market managed to close above the Auction Point (F bracket extensions) and on Nov 15 it opened at 1074. Normally selling on this day in the opening has brought handsome profit but not on Nov 15. According to Steven Hawkins if the market closes above Auction Point, the big boys might defend their position at least the first one and a half hours next trading day and that was what happened on Nov 15.

Teacher:
Your reasoning is of the sort that makes the profile so attractive. If you can achieve the predictability and understanding ('odds that it will hold') you wish for, and Steidlmayer tends to show in the CBOT Manual, then you are a master trader, indeed.

Data unfit for the job may still give you a positive trade (trading blindly offers a 50 - 50 chance of picking the right direction). So you tend to believe the invalid data when it works and feel that the wrong trades are because you lack something in interpretation. This psychological bind affects many traders using moving averages and oscillators and other invalid methodologies. The "if I had just..." sets in, when in fact it is the method that is flawed.

The P, b formations are a case of the melding of the holistic and objective approach. These formations often do illustrate overbought/oversold situations. They look like what they mean. A market ran up (or down) strongly and then ran out of demand. Traders in on the move are pleased with their quick profits and are loath to jump back out. So the market congests until enough traders catch on that it was short covering or long liquidation, not continuing demand.

A word on the 'big boys'. Back in the 1980's and earlier the trade (locals, commercials) had more money than the public. That has changed. The public now has much more money and can drive markets like never before. It used to be that the commercials were 5 or ten percent of the trade. But they could move the market because of their ability to place a big trade at a market tipping point and drive price. Today, the electronic market commercials make up maybe 40 percent of the market. It seems that these 'commercials' are the hedge funds and no longer a monolith like the commercials in the pit. The 'big boys' of today appear to me to be behaving largely like the public and are not the fearsome monolith of before.


Student:
Compared to my other successful trades and all the times market either close below Auction Point or no range extensions in P form structure right at the top. Is Auction Point a valid condition for this type of setup?

The purpose of these questions is that I like to have a reason for my trades, win or lose. I was long on Nov 13 at F bracket 10536 stop 10514 reckoned a open-reject-reverse day and got out near the high. On Nov 14 I missed the trade when market retested G bracket low just shy of 1 cent from my working order. On Nov 15 I sold in the opening with 5 cents stop 1 cent above Auction Point and I got stopped out in D bracket. I re-entered to sell in E bracket when market broke 1073 stop just 1 cent above previous day Value Area Low at 10746. The trades partly based on P form at the top as well as TCP single print from 1059 to 1073 and my second trade got stopped out too then I called it for the day. And I need your experience and long observation of market profile to guide me on the reasons I have concocted.

Are these sound or simply flawed?

Teacher:
By Auction Point I assume you mean Point of Control (POC), the high TPO price. Once again we come to the door of data validity. Is a one-day measure of POC reliable? The answer, 'not always' is easy to demonstrate a failure. Imagine a market that opens and trades up one price tick each half hour. At the end of the day the profile is a straight, slanted line with one TPO for each price. Where is the POC from which the value area calculation is begun? There is not one. So value is not defined.

Another approach is to examine the profiles that are elements in a balance. For example, in the five day period Aug 30, 2007 to Sep 6, for UU:
   Date    VAU       POC      VAL
 Aug 30  146675   146200   145825
 Aug 31  148075   147650   147300  VA above Aug 30     ? Is this a trend up?
 Sep  4  149525   148725   148325  VA above Aug 31     ? Is this a trend up?
 Sep  5  147700   147450   147200  VA below Sep 4      ? Is this a trend down?
 Sep  6  148200   147925   147600  VA within, ends above Sep 5

In this five day period, the profiles and value area are all over the place. Following the POC movement would mostly keep you out of sync with the market. But, this is a 5 Day balance! Groups of three days usually show balance for each balance group. Day-by-day measures are quite often invalid for trading guidance the next day.

It is as easy to find a balance period comprised of quite well behaved profiles. The point is that both types exist and relying on a simple rule 'if the market closes above Auction Point....' may work part of the time and part not. You must know your data well enough to know if you can rely on simple rules that can be devised for well-behaved markets or not. One way you can keep track is from the volatility for your market. This is listed on the Visual Graphic display. Over a period of time you can come to know what high volatility is. If you are in a period of high volatility, the simpler relationships that work for quiet markets are unlikely to work now.

As noted, I am doubtful about recognizing patterns such as open-reject-reverse days and the like. Is there proof that such patterns are meaningful and more, that you can recognize them on-the-fly? Presumably, a database study of many open-reject-reverse cases could be made and then you have experimental proof of the methodology, win or lose. But could you devise a hard and fast criterion for testing? Would you have to employ a 'valid data' rule that would cause you to discard some cases where the pattern exists but the data does not support analysis?

Defining 'Day Type' illustrates the holism problem. Day Type is a starting point in the Market Profile scheme for profile analysis. The analysis begins by recognizing the profile form (day type) which tells you who is controlling the action (short time frame or long (other) time frame).
In the words of Mind Over Markets, pg 19:
...Market Profile as a whole tends to fall into readable patterns in the day timeframe, determined by the degree of involvement of the other timeframe participant. These patterns, when properly identified, can increase the day trader's success, as well as provide information regarding what the market is trying to do in the longer term.
CBOT Market Profile, 1985, listed two day types. CBOT Market Profile, 1991 had three. Steidlmayer on Markets, 1989, lists six. MOM, 1990, has nine. Steidlmayer on Markets, 2003, lists five. Markets in Profile, 2007, does not have an index item for Day Type! The primary writers in the area do not agree with each other or even themselves on the number of basic day types that exist. So, how many day types are there really?

My answer: there are as many day types as you want to develop. That is one of the problems with pattern recognition. Your patterns may be different from the next person's. If the patterns are arbitrary, dependent upon the viewer, where is the foundation, the consistency?



Advice:
First learn what we are teaching. Be objective about the market's data and how to be sure that it can be reliably used. Go back and read the article 'Three Day...'. Understand Market Condition. Learn the role of profile reference points in understanding the finer points, the internals of markets. Spend time on Value Analytics, it puts the Market Condition and profile reference points into context.

After you understand the data, the hard facts, then include your own experience. Do not blindly believe anyone else's experience without validating it yourself. If you cannot validate it, you cannot use it intelligently. Stick to what you know and can prove. Probably every good trader has a base of specific knowledge, learned in the trenches. This can lead to some holistic decision making, but that holism is based on hard facts (understanding the data) and personal experience.

CISCO's role is to teach you the hard facts of validating futures data and to help you sort the wheat from the chaff. We provide you the analytical tools for the job. Understanding your market and the use of the tools is critical. However, your trading expertise comes from you, not CISCO, not Steidlmayer.

Best regards,

Don Jones