CISCO


CISCO Futures

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Market Profiles (tm) Develop Market Structure



The CISCO Comprehensive Volume* Report

Liquidity Data Bank(LDB)(tm),
Commercial Activity and BuySell Statistics


Keywords
True volume by price, volume by member type, volume value area, commercial capping, volume distribution
over the day's price range, net BuySell for four member classes, finds who is driving a trend

*Volume in the LDB Report is actual cleared volume without spreads, etc.  It is measured in 'sides' instead
of round turns.  The volume numbers reported are two times the round turn volume from other sources.

Value Based Data Market Profile Overlay Demand Curve Liquidity Data Bank BuySell Data Data Source: CBOT Liquidity Data Bank (LDB) CBOT BuySell Data Purpose of the Liquidity Data Bank Report Market Profile: A display of the PRICE - Volume and BRACKETS(*). In Section 1, below, it is the LDB Report with the %VOL %CTI1 %CTI2 %CTI3 %CTI4 columns removed. Auction market data (Market Profile, Meta-Profile, Overlay Demand Curves, Liquidity Data and BuySell Data) all support the basic need of traders: to find if a market move, a breakout, will succeed or fail. This can be paraphrased as 'find a trend and jump on it as soon as possible, then start looking for the trend-ending congestion and as soon as you see it, exit. LDB is a rich source of information, but possibly the most valuable to the trader is volume. Decreasing volume goes hand-in-hand with congestion. The Profile is the basic building block, locating the value of the session containing the activity. Overlays give the market condition (whether balancing or trending). Liquidity data adds 1) the correct volume at each price and 2) which exchange members are responsible for that volume. BuySell data further expands the Liquidity data to show the details of the volume; who is buying and how much, who is selling and how much. These four data sets, Market Profile, Overlay Demand Curve, Liquidity Data and BuySell Data contain the detailed information required to answer the simple question "will a move continue or end?". Profiles are for primarily short term market interpretation, that is for analyzing a session. In the Profile data type discussion (in the Background Reading section), the question of continuation- or-not for the strong down move in the July 1998 soybeans on March 2, was resolved, in part, because the LDB volume data showed the move to not be supported by volume. Report Content, Sections (all CBOT) 1) Liquidity Data: Volume, Price, TPO 2) Commercial Activity, Latest 10 Days 3) BuySell Report 4) BuySell Totals, Latest 10 Days 5) Commercial Activity, Latest 10 Days Exchanges covered: CBOT Futures: Int. Rates: US, U2, T2, TB, ED, F2 Indexes: DJ, MB Grains: S, BO, SM, W, C, O Oils: none Click here for explanation of commodity symbols Historical data is available (BuySell from June 1996) Click here to sign-up for LDBCBS data Click here for a sample of a LDBCBS report To get the Liquidity Data Bank data On homepage, left sidebar Scroll down to 'Data' Section (about 2/3 of the way down) Click on 'Liquidity DataBank Data' Scroll down to 'End-of-Day CBOT LDB/BuySell Reports...' Click on Download Data Scroll down to check boxes Check on the one (s) you want Scroll to bottom Fill in username e.g. 322mmm & password e.g. auser Click on 'Get Data' *10 Days of History* To get the Liquidity Data Bank data History On homepage, left sidebar Scroll down to 'Data' Section (about 2/3 of the way down) Click on 'Liquidity DataBank Data' Scroll down to 'End-of-Day CBOT LDB/BuySell Reports...' Click on Download Data *Click on 'Previous 10 days of LDB/BuySell Reports history* Scroll down to check boxes Check on the one (s) you want Scroll to bottom Fill in username 322mmm & password auser Click on 'Get Data'

Comprehensive Volume Report: Data for Trading

Market understanding is the key to successful trading.
The Liquidity Data Bank (LDB and BuySell) is by far the best information available to the Public trader. The LDB shows who is doing what, at what price, when and how much at that price. Since time and volume are both part of the database, it becomes easy to show that all prices should not be weighted equally. The quickly rejected price at low volume is of little moment to one's analysis. We readily see which prices the market values.

Markets exist to promote (facilitate) trade. An auction market offers price as the inducement to trade. If the price is too high, buyers stay away. If too low, the sellers will not trade. Thus, the auction process is constantly seeking the 'just right' price. This is called the 'fair price' because it encourages two sided trade. It is the fair price that gets the volume. As conditions and perceptions in the market change, so does the fair price. The net result is a bell shaped curve that defines value.

The trader is interested in the details of the data. What can it tell that will help one's trading? What are the measurables, the reference points? That is the subject of the rest of this report.



LDB, Commercial & BuySell: General
LDB and BuySell data come from the CBOT clearing process. Each trade is "cleared", by price, time and amount. Thus, these are audit reports and represent the most exact trading information possible. CBOT is the only exchange to release this type of data. Included in the CBOT data release is the calculation of value area and the Market Profile graphic. Value Area starts at the price with the highest value and is the upper and lower prices which includes 70% of the day's total volume.

Market Profile graphic comes from first dividing the trading day into 30 minute "mini days", identified by letters: A = 08:00 to 08:30, B = 08:30 to 09:00 and so on. From the time of clearing of each trade, the price will fall into a letter timeframe. Each price - timeframe pair populates that timeframe. The result is illustrated in Section 2a. Market Profile.

..Only source of current day volume (no spreads, etc)
..Only source of volume by price
..Only source of volume by trader type
..Only source of volume Value Area
..Identifies high volume and low volume prices ==> acceptance/rejection
..Shows which member type is active at a given price
..Shows relative importance of various member types
..Permits calculation of Commercial Capping and Buffering
..Permits day-to-day measure of member types and averages
..Carries the Market Profile (volume base)
..Supports measurement of ticks with actual volume
..Lists buy and sell volumes for each class of member at each price
..Shows commercial activity at the day price extremes
..Lists buy and sell imbalances for the day


LDB, Commercial & BuySell: Trader Uses
..Finding tenor of the market from volume & its distribution
..Locating unusual activity, e.g. Commercial capping, Public driving
..Evaluation of 'important' prices, those with high volume
..Identification of high volume outside the value area
..Opening range volume (strong or weak)
..Volume in Initial Balance (as predictor of days activity)
..Deciphering details of Commercial & Public activity points
..Measurement of 'normal' behavior and 'change' behavior
..Volume measure of price acceptance or rejection
..Evaluation of trend continuation probability
..Determination of who is driving a trend
..Measure public trader conviction
..Support/resistance from commercial capping


References
Mind Over Markets, Dalton, et al, p135-162 Probus 1991
CBOT Market Profile(tm) Sec. 6, 1991 (1 800 THECBOT)
Applications of the Market Profile(tm), Index, Jones, 1988 (CISCO Research Report)
Value Based Power Trading, p34-46, Jones, Probus 1993 (Available from CISCO, 'Text' free on site)




                     The CISCO Comprehensive Volume Report 

             A Typical Medium to High Volume Day in the T-bonds


The comprehensive volume report provides the most detailed trading data available
at this time.  It gives price as a function of volume and price as a function of 
time.  Only source of the volume data is Chicago Board of Trade (CBOT).


Section 1.  Liquidity Data
                       
  CBOT VOLUME REPORT
  TRADING DATE:  12 03 98
  CONTRACT: MAR 99 T-BOND (CBOT) D+E+G

        PRICE   VOLUME  %VOL %CTI1 %CTI2 %CTI3 %CTI4 BRACKETS(*)

        13022      524   0.1  45.0  25.6   0.0  29.4 YZ
        13021      536   0.1  47.0  36.9   0.0  16.0 YZ
        13020      878   0.1  31.2  11.8   0.0  56.9 Y+Z
        13019     3942   0.6  47.3  11.0   1.3  40.4 Y+ZB
        13018    10552   1.7  57.2  10.2   2.3  30.3 Y+ZB
        13017     9826   1.6  64.6   6.3   4.9  24.2 Y+ZAB
        13016    22334   3.5  60.8   4.6   6.3  28.3 Y+ZAB
        13015    21500   3.4  64.8   4.5   4.7  26.0 Y+ZAB
        13014    14474   2.3  62.0   5.5   4.9  27.6 YZAB
        13013    13370   2.1  66.1   3.4   3.5  27.0 YZAB
        13012    11840   1.9  59.1   5.2   2.7  33.0 YZABJ
        13011    18802   3.0  59.3   6.0   5.7  29.0 YZABJK
        13010    31532   5.0  62.8   9.3   5.6  22.2 YZABCFJKL
        13009    44036   7.0  57.2   6.5   6.3  30.0 YZABCFGJKL
        13008    44548   7.0  61.4   7.2   4.9  26.5 OYZ$ABCDEFGIJKL
        13007    58572   9.3  59.5   6.8   5.6  28.2 OYZ$ACDEFGHIJKLM
        13006   111052  17.5  57.6   5.9   4.9  31.6 OZ$ACDEFGHIKLM
        13005    70190  11.1  59.5   6.1   6.9  27.5 OZ$CDEFGHILM
        13004    38620   6.1  62.1   6.5   6.4  25.0 Z$CDEFGH
        13003    31460   5.0  57.1   3.4   4.6  34.9 Z$CDEGH
        13002    20246   3.2  66.5   5.1   4.1  24.3 CDEH
        13001    14208   2.2  58.7   7.5   3.1  30.7 CDE
        13000    19086   3.0  53.8   7.0   3.9  35.3 CE
        12931    11664   1.8  58.4  12.3   2.1  27.2 CE
        12930     5192   0.8  56.9   4.3   5.7  33.1 CE
        12929     3084   0.5  67.4   0.9   4.8  26.9 E
        12928      736   0.1  53.3   1.4   0.3  45.1 E
                                                     %CTI1 %CTI2 %CTI3 %CTI4
  VOLUME FOR MAR 99 T-BOND (CBOT) D+E+G      632804     59.7   6.3   5.2  28.8
  VOLUME FOR ALL T-BOND (CBOT) D+E+G         647260     59.5   6.3   5.1  29.2

  70% VOLUME SUMMARY
        PRICE   VOLUME  %VOL %CTI1 %CTI2 %CTI3 %CTI4 BRACKETS
        13010   450256  71.2  59.6   6.3   5.6  28.5 OYZ$ABCDEFGHIJKLM
        13002

  O/H/L/C SUMMARY
        PRICE   VOLUME  %VOL %CTI1 %CTI2 %CTI3 %CTI4 BRACKETS
   OPEN 13008    44548   7.0  61.4   7.2   4.9  26.5 OYZ$ABCDEFGIJKL
   HIGH 13022      524   0.1  45.0  25.6   0.0  29.4 YZ
    LOW 12928      736   0.1  53.3   1.4   0.3  45.1 E
  CLOSE 13007   239814  37.9  58.6   6.2   5.6  29.6 OYZ$ACDEFGHIJKLM
        13005

  QUADRANTS
        PRICE   VOLUME  %VOL %CTI1 %CTI2 %CTI3 %CTI4 BRACKETS
   QD 1 13022    48592   7.7  58.9   7.4   4.5  29.3 Y+ZAB
        13016
   QD 2 13015   155554  24.6  61.0   6.3   5.2  27.5 Y+ZABCFGJKL
        13009
   QD 3 13008   374688  59.2  59.6   6.0   5.5  28.9 OYZ$ABCDEFGHIJKLM
        13002
   QD 4 13001    53970   8.5  57.1   7.6   3.5  31.8 CDE
        12928

  TPO ANALYSIS FOR CURRENT DAY :

  VALUE AREA FROM TPOS:   UPPER = 13013,   LOWER = 13002,   CONTROL = 13007

  *The MARKET PROFILE is a registered trademark of the Board of Trade of the City of Chicago 1984.  ALL RIGHTS RESERVED.



  A Liquidity Data Bank Report is in three parts:  The Volume, Price and TPO.

  The Volume 
    The graphic lists volume at each price and allocates the individual percentages of the floor members
    (cti1), commercial members (cti2), members trading off floor (cti3) and members trading for the public
    and all others.  TPO's are tabulated for each price, showing the times of day that price traded.  O,
    Y and + are off exchange trading, Z, $, A, B,... are on exchange (7:20 - 7:30, 7:30 - 8:00, 8:00 -
    8:30, etc.).
    Volumes are in one-half round turns.  Divide by two to compare these with volume in the newspaper.
    Volumes do not include spreads; newspaper volumes do.

    Highest volume at 130:06 defines the 'point of control'.  This is the center of value for the day,
    defining fair value.  The distribution of volumes is bell-shaped about the center, indicating a
    balanced market.  The Market Profile TPOs ('Brackets') confirm the balance with their bell-shape. 

    Cti1 (floor traders), Cti2 (commercials) and Cti3 (members off floor) all tend to trade more heavily
    near the center.  The Public (Cti4), tend to have higher percentage volume at the top and bottom.
    This shows the public 'pushing the envelope', looking for trends.  The members are more satisfied
    with balanced markets where the risk is small.

    A two line table carries the total volume for the future and summed volume for all futures in that
    commodity group.  Volume for the March T-bond above is 632,804, or 316,402 contracts traded.

    The next table, the 70% Volume Summary, provides the volume Value Area.  The Value Area is the
    central 70% of the day's trading, centered about the 'Point of Control' (POC).  The POC is the
    highest volume point.

    An end-of-day report, the LDB provides a good view of what the market has accomplished.  The Market 
    Profile ("Brackets" on the right of the display) uses a point-of-control that is the maximum volume.  
    CISCO generates an intra-day Market Profile from ticks.  Point-of-control for ticks is the maximum
    TPO counts.  In most cases the LDB and ticks Market Profiles agree.  If value has changed within
    the day, they may disagree markedly in point-of-control and value area.
    Day Trading Support and Resistance
    


  The Price Detail
     The Price Report classifies the trading volume by Open, High, Low and Close and also by Quadrants
     (quarters of the trading range).  Tabulation by Open, High, Low and Close gives a feel for the
     activity at these specific prices and ranges (for open and close).  

    Quadrants show relative trading amounts throughout the range.  Quadrants are figured as one-quarter 
    of the total range, with the extra (one to three) prices added to the one of the quadrants--usually 
    the top one.


  TPO Analysis
    TPO's are available for all futures, LDB's only for CBOT.  CISCO computes the Value Area 
    from the TPT's (that price ticked) to be compared with the volume Value Area above.  For non-CBOT 
    markets, the TPO (TPT)
    value area is all there is.  

  Commentary
    On the price-volume display note:
       1) The volume is heaviest in the middle and feathers out at the upper and lower price limits.
       2) Cti1, the floor member's volume percentage, is relatively even throughout the range.  The 
          scalpers are the middlemen--everyone trades through them.
       3) Cti2, the commercial members are also relatively evenly spread over the range.  If there were 
          'commercial buffering' one would see excessive commercial volume near the top or bottom of the 
          range.
       4) Cti3, the member's trading is also spread relatively evenly over the entire range. 
       5) Public trading, Cti4, is heaviest near the price limits, where price is often rejected.  
          Public demand normally drives price away from balance, oftentimes only to be brought back 
          sharply by the commercials (capping).

    The Price Reports, O/H/L/C Summary and Quadrants can show asymmetries
    that indicate demand fall-off or enhancements.
       1) O/H/L/C Summary reports low volumes at the top and bottom and a narrow trading range, 
          indicative of little new demand.
       2) Quadrants volume are relatively equal, except for the bottom one, QD 4, which is much smaller.
          This might indicate quick rejection at the bottom and argue for somewhat higher prices in the 
          near term.  However, the day is in balance and any tendency is questionable.  It is true that 
          in moving markets, closes tend to lie in the quadrant nearest the direction, QD 4 for down 
          trends, QD 1 for up trends.

 

Section 2.  Commercial Trader Activity Analysis (included in both LDB and BuySell Reports  

    Reference:  Value Based Power Trading ("the text") is available under
                "Free Stuff".  See pages 33 through 38 for the mathematical
                formulation.

  Commercial Traders (smart money) know VALUE better than anyone else in the pits. Tracking 
  commercials can often give you a 'headstart' when value changes.

  The Commercial Traders Volume Analysis measures unusual commercial activity outside the value 
  area (center 70% of volume) as compared to a 10 day average. Commercial ACTION or INACTION 
  outside the VALUE-AREA can be significant.

  Commercials BUFFER balanced markets, pushing price back to value.
    -- selling strongly if price gets too high 
    -- buying strongly if price gets too low
    -- too high/low for Bonds is typically more than 8 ticks
    Floor traders follow commercials in quickly pushing price back to value.

  There are three measures of commercial activity.  Each relies on finding an anomaly in a ten day
  average of commercial activity inside and outside the value area in the LDB report.  The details of
  calculating the volume per price tick (VOL/PRICE/TIC), activity above and below the value area
  (VOL/PRICE TIC) and the variation of commercial activity in the quadrants (1/4 of a day's price
  range (QUADRANT) are given in the text (Value Based Power Trading) on pages 33 through 46.

  Actual decision rules for implementing the measurements of the three methods are listed above
  the next table down, line starting 'Commercial Activity Review...'.


     CTI STUDY FOR: US 03 99
                                    VOL/PRICE TIC         VALUE AREA      QUADRANT
         DATE  HIGH   LOW CLOSE CTI V-AB V-VA V-BL %TOT %ABV  %VA %BLO   %QD1 %QD4
     12 03 98 13022 12928 13006   2   19  100   21  6.3  1.2  4.5  0.6    9.0 10.2
     12 02 98 13021 12925 13009   2   23  100   49  7.8  0.5  5.5  1.7    9.4 17.0
     12 01 98 13016 12918 12929   2   56  100   15  7.0  2.2  4.8  0.1   11.9 25.3
     11 30 98 13001 12812 12919   2    2  100   63  5.8  0.0  4.0  1.8   37.0 26.0 <== Mar 1999

     11 27 98 12820 12812 12819   2    5  100   21  6.9  0.1  5.6  1.2   19.5  8.5 <== Dec 1998
     11 25 98 12810 12724 12809   2   32  100   14  8.3  1.2  6.6  0.5   14.2  2.1
     11 24 98 12806 12703 12725   2   33  100   21  6.9  1.1  4.7  1.1   15.7  1.3
     11 23 98 12822 12707 12718   2   95  100    0  7.5  1.7  5.8  0.0   27.1 18.3
     11 20 98 12824 12724 12808   2   17  100   22  6.0  0.1  3.9  1.9   46.3 11.1
     11 19 98 12804 12717 12727   2   14  100   32  6.8  0.5  5.0  1.4    6.8 11.2

                      AVERAGE     2   11  100   16  3.3  0.4  2.4  0.5   19.1  9.6

     Commercial Activity Review (10 days max.).  Significant action is:
      VOL/PRICE TIC:  Values of 70 or more.
      VALUE AREA:  Fifty percent greater than the average.
      QUADRANT:    Fifty percent greater than the average.

     12 03 Upper Comml Action: 13022             VALUE AREA
     12 02 Lower Comml Action: 12925             VALUE AREA  QUADRANT
     12 01 Upper Comml Action: 13016             VALUE AREA
           Lower Comml Action: 12918                         QUADRANT
     11 30 Upper Comml Action: 13001                         QUADRANT
           Lower Comml Action: 12812             VALUE AREA  QUADRANT <== Mar 1999

     11 27 Lower Comml Action: 12812             VALUE AREA           <== Dec 1998
     11 25 Upper Comml Action: 12810             VALUE AREA
     11 24 Upper Comml Action: 12806             VALUE AREA
           Lower Comml Action: 12703             VALUE AREA
     11 23 Upper Comml Action: 12822 VOL/PRICE   VALUE AREA  QUADRANT
     11 20 Upper Comml Action: 12824                         QUADRANT
           Lower Comml Action: 12724             VALUE AREA
     11 19 Lower Comml Action: 12717             VALUE AREA

  Commercial buffering, or capping of a market can:
    1)  Locate tops (resistance)        12824, 12822, 12806, 12810,        13001
    2)  Locate bottoms (support) 12717, 12724,        12703,        12812, 12812
        for the dates   11/19  through  11/30, when the market was balancing
    3)  Show change in value  13016 upper, 12918 lower on 12/01
    4)  Show congestion, 12/01, 12/02, 12/03
    5)  Identify responsive trading regions, e.g.  shorts above 12805 and longs above 12715
        11/19 - 11/27
    6)  Alert to end of trend
    7)  Alert to change of value (say on 11/24 te upper cap came 12724
    8)  Give the tenor to the market--frequent capping implies balance        

  Commercials, like the other floor members/professionals wish to work in balanced markets.  
  The public wants moving, unbalanced markets.  Often a commercial cap occurs when public 
  demand has pushed the market out of balance.  If the public demand abates, the commercials 
  swoop in, selling the top (buying the bottom) of the faltering market.  Thus, one read of 
  commercial capping is as a measure of the public's failing demand.

  commercials 



Section 2a.  Market Profile

  Taking the Market Profile information from the LDB report of Section 1. results
  in the price, volume, TPO display below. Added for clarification are the half-
  hour bars with their trading ranges.

        13022      524   YZ                  Y Z
        13021      536   YZ                  Y Z
        13020      878   YZ                  Y Z
        13019     3942   YZB                 Y Z     B
        13018    10552   YZB                 Y Z   A B
        13017     9826   YZAB                Y Z   A B
        13016    22334   YZAB                Y Z   A B
        13015    21500   YZAB                Y Z   A B
        13014    14474   YZAB                Y Z   A B
        13013    13370   YZAB                Y Z   A B
        13012    11840   YZABJ               Y Z   A B               J
        13011    18802   YZABJK              Y Z   A B               J K
        13010    31532   YZABCFJKL           Y Z   A B C     F       J K L
        13009    44036   YZABCFGJKL          Y Z   A B C     F G     J K L
        13008    44548   YZ$ABCDEFGIJKL      Y Z $ A B C D E F G   I J K L 
        13007    58572   YZ$ACDEFGHIJKLM     Y Z $ A   C D E F G H I J K L M
        13006   111052   Z$ACDEFGHIKLM         Z S A   C D E F G H I   K L M
        13005    70190   Z$CDEFGHILM           Z S     C D E F G H I     L M
        13004    38620   Z$CDEFGH              Z S     C D E F G H
        13003    31460   Z$CDEGH               Z S     C D E   G H
        13002    20246   CDEH                          C D E     H
        13001    14208   CDE                           C D E
        13000    19086   CE                            C   E
        12931    11664   CE                            C   E
        12930     5192   CE                            C   E
        12929     3084   E                                 E
        12928      736   E                                 E

  70% VOLUME SUMMARY
        PRICE   VOLUME  %VOL %CTI1 %CTI2 %CTI3 %CTI4 BRACKETS
        13010   450256  71.2  59.6   6.3   5.6  28.5 OYZ$ABCDEFGHIJKLM
        13002


  The CBOT Market Profile in column 3 is seen to be the sum of the half-hour
  bars collapsed into the quasi-bell shaped curve of column 3. Each TPO in
  the profile of column 3 is from cleared (audit) data. This is the most exact
  information anywhere and is available only on CBOT futures. A point to note:
  no matter how many trades took place at a price over a 30 minute period,
  only one TPO results.

  The CBOT Profile Manual covers numerous uses of the Market Profile, and 
  information on markets that can be inferred. The shape of the profile,
  defined to be a bell shaped, gaussian curve, offers certain predictive
  methodologies (Steidlmayer on Markets, J.P. Steidlmayer, Wiley 1989, see
  Ch 8, The Steidlmayer Theory of Markets).

  Value Area, listed as 70% VOLUME SUMMARY, below the Market Profile graphic,
  calculates the (volume) value range. The central, starting point for the
  value area calculation is the high volume point at 13006. The central value
  price is close to the maximum (TPO) activity price (13007) in this case. That
  is not always the case. The Market Profile and the Value Area come from
  completely different data sets: profiles from trading activity (trades
  at price), value from the day's cumulative volume at price.


Section 3. The BuySell Daily Report

Value Based Data Market Profile Overlay Demand Curve Liquidity Data Bank BuySell Data
The Chicago Board of Trade clearing corporation releases the BuySell trading statistics along with the Liquidity Data Bank. Whereas the LDB gives the volume at each price, broken down by the four classes of member trading on the floor, the BuySell data recasts the same basic data into trades by each class (number bought, number sold and net difference). At each price the number bought must equal the number sold; however, each individual member class does not necessarily balance out. At the end of the day there were as many bought as sold. But, again, the individual Cti classes do not each have to net out to zero. It is the imbalances for a class and their trajectory over time that can give information on their trading convictions. Purpose of the BuySell Report Auction market data (Market/Meta Profiles, Overlay Demand Curves, Liquidity Data and BuySell Data) all support the basic need of traders: to find if a market move, a breakout, will succeed or fail. The Profile is the basic building block, giving the details of the session containing the activity. Overlays place the session within the context of the market unit (whether balancing or trending). Liquidity data adds 1) the correct volume at each price and 2) which exchange members are responsible for that volume. BuySell data further expands the Liquidity data to show the details of the volume; who is buying and how much, who is selling and how much. These four data sets, Market/Meta Profiles, Overlay Demand Curve, Liquidity Data and BuySell Data contain the detailed information required to answer the simple question "what are the chances this move will succeed?".


  Net Buy and Sell LDB Volumes/Brackets for US 03/99 for trading on 12/03/98
  __________________________________________________________________________________________________________________________

  Price   Volume  CTI1b  CTI1s  CTI1n  CTI2b  CTI2s  CTI2n  CTI3b  CTI3s  CTI3n  CTI4b  CTI4s  CTI4n Half-hour Brackets
  __________________________________________________________________________________________________________________________

   13022     528     36    204   -168    100     34     66      0      0      0    128     26    102 YZ
   13021    4010    358    829   -471    189    287    -98      0      0      0   1458    889    569 YZ
   13020   16656   2841   3337   -496   1138   1338   -200      0      0      0   4349   3653    696 Y+Z
   13019   26296   5664   5340    324   2812   2415    397     20     31    -11   4652   5362   -710 Y+ZB
   13018   19652   4959   4443    516   1486    861    625     17    226   -209   3364   4296   -932 Y+ZB
   13017   13808   4140   3486    654    595    560     35     72    409   -337   2097   2449   -352 Y+ZAB
   13016   24422   7090   7297   -207    694    662     32    847    549    298   3580   3703   -123 Y+ZAB
   13015   22638   7313   6987    326    257    775   -518    637    365    272   3112   3192    -80 Y+ZAB
   13014   15838   4745   4674     71    364    427    -63    561    148    413   2249   2670   -421 YZAB
   13013   14772   4491   4725   -234    340    119    221    315    150    165   2240   2392   -152 YZAB
   13012   13940   4318   3547    771    210    405   -195    160    163     -3   2282   2855   -573 YZABJ
   13011   20858   5587   6142   -555    349    785   -436    466    606   -140   4027   2896   1131 YZABJK
   13010   34370  10254  10512   -258   1693   1424    269    725   1048   -323   4513   4201    312 YZABCFJKL
   13009   44870  13276  12234   1042    696   2174  -1478   1278   1516   -238   7185   6511    674 YZABCFGJKL
   13008   45576  14192  13395    797   1241   2021   -780    723   1467   -744   6632   5905    727 OYZ$ABCDEFGIJKL
   13007   59548  15724  19436  -3712   2392   1806    586   1846   1423    423   9812   7109   2703 OYZ$ACDEFGHIJKLM
   13006  111426  31731  32354   -623   4079   2615   1464   2526   2913   -387  17377  17831   -454 OZ$ACDEFGHIKLM
   13005   70298  21165  20676    489   2519   1780    739   1938   2890   -952   9527   9803   -276 OZ$CDEFGHILM
   13004   38620  12459  11526    933   1157   1367   -210    679   1787  -1108   5015   4630    385 Z$CDEFGH
   13003   31460   8359   9594  -1235    648    432    216    606    830   -224   6117   4874   1243 Z$CDEGH
   13002   20246   7510   5953   1557    238    801   -563    428    392     36   1947   2977  -1030 CDEH
   13001   14208   3560   4773  -1213    656    408    248    295    149    146   2593   1774    819 CDE
   13000   19086   5451   4816    635    857    470    387    189    564   -375   3046   3693   -647 CE
   12931   11664   3630   3187    443    393   1036   -643    106    137    -31   1703   1472    231 CE
   12930    5192   1430   1525    -95    175     50    125    100    194    -94    891    827     64 CE
   12929    3084   1189    889    300      0     27    -27     62     86    -24    291    540   -249 E
   12928     736    365     27    338      0     10    -10      0      2     -2      3    329   -326 E
  __________________________________________________________________________________________________________________________

  Grand   703802 201837 201908    -71  25278  25089    189  14596  18045  -3449 110190 106859   3331
  Total
  __________________________________________________________________________________________________________________________

  Legend:  Price = Price in trading fractions
           Volume = Cleared volume for each side (divide by 2 for contract volume)
           Cti    = Member class:  1 = floor/scalpers, 2 = commercials, 3 = members off floor, 4 = public
           b = buy side, s = sell side, n = net
           Half-hour Brackets = Market Profile (tm)

Section 4. BuySell Report Totals for the last 10 days Accepted theory is that volume shows demand. But over what timeframe? Is ten days of data enough to show directional conviction on the part of the classes of member? First one must learn what the members do, what are their functions. The floor traders (Cti1) act like a bank, buying from everyone and selling to everyone. At any particular price, the floor traders will probably not buy exactly as many as they sell (or vice versa), but by the end of the day they will come out very nearly even. Floor traders are short-term, they lubricate the trading and they go home flat. Commercials (Cti2) do not necessarily close out net zero if they have placed a hedge; however, the hedge is offset with the cash and is, net zero in terms of demand. Of course, someone else must offset actual trade net balance of the commercials. Off floor members are considered closely related to the floor members and are expected to be primarily net zero at the end of the day. The public traders (Cti4) may either be short-term (day traders), and hence net zero on the day, or longer-term (swing or position traders). Longer term trading requires buying and holding (or selling and holding). It is the holding process that creates the demand from which trends spring. If all this is true, in an up trend the public should have a net on the buy side, in a down trend the public should have a net on the sell side.


  Net Buy-Sell Grand Totals for Last 10 trading days for US 03/99

  Date      Volume  CTI1b  CTI1s  CTI1n  CTI2b  CTI2s  CTI2n  CTI3b  CTI3s  CTI3n  CTI4b  CTI4s  CTI4n
  12/03/98  703802 201837 201908    -71  25278  25089    189  14596  18045  -3449 110190 106859   3331
  12/02/98  590388 171482 173112  -1630  26152  23122   3030  12119  16264  -4145  85441  82696   2745
  12/01/98  728196 209047 206256   2791  25788  29039  -3251  17205  16320    885 112058 112483   -425  
  11/30/98  669038 186136 188525  -2389  18016  21287  -3271  19936  31219 -11283 110431  93488  16943 
  Mar 1999

  Dec 1998
  11/27/98   83596  21696  21103    593   2986   2811    175   4495   3664    831  12621  14220  -1599 
  11/25/98  244582  66782  60547   6235   9679  13196  -3517  14860   6332   8528  30970  42216 -11246
  11/24/98  515202 142814 141224   1590  23067  19704   3363  10037  11227  -1190  81683  85446  -3763
  11/23/98  592886 163287 164330  -1043  29618  17889  11729  11363  12777  -1414  92175 101447  -9272
  11/20/98  659678 187116 185502   1614  20832  22730  -1898  14993  22450  -7457 106898  99157   7741
  11/19/98  516140 144205 142694   1511  19363  20254   -891   8594  10948  -2354  85908  84174   1734

  Legend:  Same as for Buy-Sell report.


In the example, both the Commercial Analysis and the BuySell Totals for the last ten days include 
data from two separate deliveries, December 1998 and March 1999.  This was because of delivery month
rollover.  The current (front month) contract for T-bonds changed from December 1998 to March 1999
at the close of November 27.  The price change across the rollover is discontinuous, although the 
change was not very large in this case (close on 11/27:  Dec 12819, Mar 12812).

Comparing the last ten days of prices with the public net trading gives this approximate picture:
  From 11/19 to 11/27 price was wandering and the public net was -16,399.  From 11/30 to 12/03
  price was in an uptrend and public net = 22,594.  In this very short period, it does seem that
  the public net is associated with a trend.

               High   Low Close    Cti4n
     12 03 98 13022 12928 13006     3331
     12 02 98 13021 12925 13009     2745
     12 01 98 13016 12918 12929     -425
     11 30 98 13001 12812 12919    16943

     11 27 98 12820 12812 12819    -1593
     11 25 98 12810 12724 12809   -11246
     11 24 98 12806 12703 12725    -3763
     11 23 98 12822 12707 12718    -9272
     11 20 98 12824 12724 12808     7741
     11 19 98 12804 12717 12727     1734

 
If the public demand theory is correct, it has important ramifications for trade analysis.  
  1)  If there is a trend, analysis of the public BuySell net should show it.
  2)  If there is no trend, the public BuySell net should be small and fluctuate around zero.
  3)  If there is a change from trend to no-trend (balance) the public's
      cumulative net (acquired during the trend) should dissipate.
  4)  If the market changes to trend, the public cumulative net should begin
      to grow in the direction of the trend, e.g. increase if up.

An example of using BuySell data to illustrate the above concepts, the end-of-day totals 
for the public are posted for T-bonds from Septermber 29 through November 13, 1998.  This 
period shows an uptrend that ends on October 5, a down trend ending on October 23; then an 
up-down bump from October 23 to November 6, which starts another up move.  To get a sense 
of the cumulative totals for the public, we have posted five day sums of the net differences.

Net Buy and Sell LDB Volumes for U S T-bonds, 12/98         
     Price = settlements for first & last prices, and highs & lows in between
     Cti1 = Floor/scalpers,  Cti2 = Commercials,  
     Cti3 = Off-floor members,  Cti4 = Public     
     b = BUY,  s = SELL, n = NET
     Sum 5 = Five day sum of Cti4n (public)
     Volume is cleared, each side is reported 
       (divide by 2 to get 'newspaper' volume)

*************   Public traders summary only ***************

           Price   Volume    Cti4b  Cti4s  Cti4n   Sum 5                                  
09/29/98   13001   517936     79113  74820   4293                                          
09/30/98           940490    151476 145259   6217                                          
10/01/98          1271258    184989 185279   -290                                          
10/02/98          1072698    158256 157406    850                                          
10/05/98   13421  1056984    160280 155919   4361  15431                                   
10/06/98           956338    145398 147475  -2077   9061                                   
10/07/98          1435056    218988 220750  -1762   1082                                   
10/08/98          1306060    221912 227090  -5178  -3806                                   
10/09/98           995676    164709 173153  -8444 -13100                                   
10/13/98           832000    129300 118711  10589  -6872                                   
10/14/98           772778    118916 120181  -1265  -6060                                   
10/15/98           762898    116886 122895  -6009 -10307                                   
10/16/98           853436    136206 131377   4829   -300                                   
10/19/98           314838     47829  49334  -1505   6639                                   
10/20/98           836474    135613 139710  -4097  -9047                                   
10/21/98           404814     56823  55781   1042  -5740                                   
10/22/98           659556     96191  96046    145    414                                   
10/23/98   12714   585758     88914  98056  -9142 -13587                                   
10/26/98           780374    132976 129618   3358  -8694                                   
10/27/98           656238    105788 103736   2052  -2545                                   
10/28/98           503186     76809  70513   6296   2709                                   
10/29/98   12926   490326     76741  73697   3044   5608                                   
10/30/98           724852    110193 116374  -6181   8569                                   
11/02/98           615892     98414 100828  -2414   2797                                   
11/03/98           570876     85925  81764   4161   4906                                   
11/04/98           771868    120229 120538   -309  -1699                                   
11/05/98          1015658    171399 165907   5492    749                                   
11/06/98   12519   854022    150705 152850  -2145   4785                                   
11/09/98           703060    121802 113321   8481  15680                                   
11/10/98           628832     95565  96786  -1221  10298                                   
11/12/98           617855    102026  97890   4136  14743                                   
11/13/98   12724   582784     94142  93044   1098  10344                                   
                                                                                                                   

The Public:  Using the BuySell data to interpret the public's convictions. 
Market trends are usually caused by the 'Public' trader maintaining an un-balanced portfolio (net 
long or short, as the public sees the market).  If the public has no net opinion (some long, some
short) their net trading over a few days will be near zero.  Otherwise, one expects the public to 
be net long in up trends and net short in down trends.

From the data, a peak on 10/05 at 13421 is followed by a null on 10/23 at 12714.  During 
the downtrend 10/05 to 10/23, the public quickly turned negative and remained so until 
just past the bottom.  Within this period there were some net buying days, but the bulk 
of the action as shown by the 5 day averages, is down.  Indeed, the public showed 
conviction throughout the period.

It is a different story for the weak cycle 10/26 through 11/06.  Here, the public were 
basically buyers all the way. After the bottom on 11/06, public long side accumulation 
strengthened.  So, it is apparent that the public was not swayed by the cycle.

Using the BuySell Data
BuySell statistics provide another strong reference point for the trend trader.  Since 
it is normally the public that moves markets (creates trends), the trend trader must 
remain aware of the net public stance.

Day traders use the BuySell data to sense the trend prospects just as the swing/trend 
trader.  But, the day trader is also quite interested in the stance of floor members 
(are they significantly unbalanced, indicating potential short covering/long liquidation) 
as well as the balance situation of both the commercials and off-floor members.

BuySell information is used to find market directionality in the report 
Trading Model Development.  (See the section 'Trading Plan Case Study: A Second Chance'.)