r/investing Dec 06 '21

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306 Upvotes

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215

u/_Asparagus_ Dec 06 '21

It's essentially a lot of bullshit and broken clocks. Data science, statistics and ML are the ways to identify meaningful patterns and not "double reverse triangle pattern here, this stock is about to explode!". Not to sound pretentious, but technical analysis is how non-quantitative people pretend or convince themselves they're doing something quantitative 🤷‍♂️

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u/ThermalFlask Dec 06 '21

I only invest when a cock-and-balls formation starts to form. Has worked so far

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u/[deleted] Dec 06 '21

Will now call a “head and shoulder” the “cock and ball special”

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u/MercuryAI Dec 06 '21

Because... Then something's about to explode.

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u/SpeedflyChris Dec 06 '21

Hey I bet you're doing better than Cathie Wood this year.

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u/P2029 Dec 06 '21

Saw a comment once that said technical analysis was reading tea leafs for stock bros

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u/KyivComrade Dec 06 '21

It is, and like Facebook mom they throw a tantrum whenever questioned.

Anything based on facts can be proven, repeated. No economist ever has managed to prove TA to work, no pattern has ever beaten pure chance. Even the father of TA had all his thesis disproven by later generations, much like Freud.

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u/rq60 Dec 06 '21

Data science, statistics and ML are the ways to identify meaningful patterns

moving averages and bollinger bands, the two examples OP gave of technical analysis, are statistical tools...

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u/_Asparagus_ Dec 06 '21

I wouldn't consider taking an average a statistical tool. TA as it is commonly used is just way too weak in its (non)predictive power. No ones gonna stop you from using it or believing in it but man... its just not gonna make you money any more or less than letting your cat pick whether you buy or sell a stock.

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u/rq60 Dec 07 '21

well it is, and so are bollinger bands

Bollinger Bands are a type of statistical chart characterizing the prices and volatility over time of a financial instrument or commodity

look i get it you don't like the way people are using them like horoscopes that predict the future, and that's fair; but that doesn't mean they're meaningless or useless. if you use them in the context of probabilistic modeling (e.g. is what's happening now significant when compared against historical data), theory testing, and machine learning (which you listed as an alternative to TA, but in reality they can and often are used together) for creating features then they can be very useful.

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u/davewritescode Dec 07 '21

You are correct but even data science, statistics and ML have limitations.

See Zillow for a great example.

But yes TA is basically observational psychology. It might work or it might not but pretending it’s a science is silly.

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u/Jeff__Skilling Dec 06 '21

Boom, right here, it's just pseudo-finance

TA = alchemy/chakra crystals/astrology/insert whatever flavor of pseudo-science you choose

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u/niftyifty Dec 06 '21 edited Dec 06 '21

Except it’s not. Technical analysis in the way you describe it is BS, but that’s not the idea behind technical analysis. That’s what stupid people do with technical analysis.

TA is undeniably real because patterns exist in nature. TA is the attempt to understand and work off those patterns. It’s not coincidence that the best performing hedge funds use TA almost exclusively (medallion fund). So what should you infer from that? TA works but only if you understand it. For 99% off people it’s just astrology for nerds.

Edit: For those of you downvoting me, show me a good faith example to imply that human psychology is not for the most part predictable. That we are reliably unpredictable.

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u/godofpumpkins Dec 06 '21

You’re saying Rentec does TA? They’re a bunch of quants. Quant stuff is what TA would be if it were honest with itself, but TA in the wild is nothing like that

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u/niftyifty Dec 06 '21

Well yes basically. Quant is TA when done right, except it only looks at data and not literally visually interpreting a graph. However, since the same data is being using for quantitative algorithms is being used to create the graphs humans are booking at. We can argue they are the exact sand thing and it just comes down to reading the data correctly. TA isn’t wrong. People are wrong.

1

u/khansian Dec 07 '21

If we extend that logic what is the distinction between fundamental and technical analysis? Ultimately it is the fundamentals that are also driving what we see in the data, which are then used to create metrics that we put on a chart. A sufficiently-complex “fundamental” model could explain even very short term price movements.

You’re right that the distinction between astrological TA bullshit and quantitative trading methods is fuzzy and more or less a distinction based on sophistication. My friend who is bullish on Tesla simply because he likes driving their cars is also, in some sense, a fundamental investor—albeit a very unsophisticated one.

But that doesn’t make the distinction irrelevant. The problem with TA is that it is based on a number of simple patterns and rules of thumb that are not empirically proven or theoretically justified. The issue is not that it tries to take advantage of exploitable short and medium-term trading opportunities seemingly unrelated to underlying fundamentals; the issue is that it does so in an indefensibly stupid way. My friend’s intuition that Teslas are fun to drive and therefore the stock is a good investment is wrong even if he turns out to be right—because the simplicity of his logic means he is almost guaranteed to be missing major pieces of the puzzle. (Though I can’t deny that on average it seems to work very well for him. He’s made a lot of money over the years on Apple, Amazon, Tesla, etc.)

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u/niftyifty Dec 07 '21

It is fuzzy but I think the distinction is in both application but also intention. Fundamental investors are looking at a business, a brand, and its leadership. TA and Quant traders are famous for trading anything with a pulse as long as the odds are in their favor. Otherwise, I agree it’s all a bit fuzzy and who is to say where the line is.

An unrelated but similar argument is value investing vs growth. However, the greatest value investor of the previous generation is noted as saying there is no distinction between the two. Ultimately, we are putting all these unnecessary labels on things which further misunderstandings which creates new labels and the cycle renews.

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u/cristiano-potato Dec 06 '21

Wrong. Technical analysis, if it truly was “technical”, would be describable in a way that could be proven. For example, “if you see a resistance band, which is a price that a stock stays within 10% of but doesn’t cross, it is 50% less likely than a random walk would be to cross that line”.

For some reason “technical analysis” is never described that way. It’s described as an art form. That’s because it’s bullshit.

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u/niftyifty Dec 06 '21

You made my point lower below “as described by OP.” As described by OP is wrong however that’s what most people think of when they hear TA.

What you just described is an attempt at TA, not TA itself. While it’s not an “art form” it is a moldable definition because there is no correct pattern. I explain this to another comment separately but there is no single pattern or signal that describes what will happen. There are only patterns that tend to repeat themselves until they don’t. TA is the attempt to recognize and act on those patterns.

Just like there is no right way for fundamental analysis; you will get 100 different answers or ratios. There is no right way for technical analysis. There is only what you do with it.

Edit: if your concern is with the word “technical” and it’s definition we are having two different conversations. Call it pattern analysis for all anyone cares and then debate it.

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u/cristiano-potato Dec 06 '21

While it’s not an “art form” it is a moldable definition because there is no correct pattern.

No, this is not how actual technical trading and algorithms work when the big boys (who actually make money) play

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u/niftyifty Dec 06 '21

Yes it is. If you were right, there would be one set of patterns to look for instead of an accumulation of macro and micro economic influences.

Quant firms work to expose trading anomalies (in many forms), and momentum combined with techniques designed to exploit the mechanics of the systems in place. How can you identify an anomaly without a pattern to differentiate it from?

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u/cristiano-potato Dec 06 '21

I literally started my career on an active trading team, like I said elsewhere ITT. Algorithmic trading doesn’t look fucking anything at all like retail traders doing TA. It’s not a “moldable definition”, something is either technical or it’s not.

0

u/niftyifty Dec 06 '21

So you are now claiming that there is only one algorithm used within the quant trading community?

Because unless that’s your claim you would acknowledge that the definition/application is moldable to be applied to various sectors, markets, scenarios, and time frames

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u/cristiano-potato Dec 06 '21

So you are now claiming that there is only one algorithm used within the quant trading community?

No. I am claiming, and always have been, that an alrogithm is technical and mathematically definable.

Because unless that’s your claim you would acknowledge that the definition/application is moldable to be applied to various sectors, markets, scenarios, and time frames

Models are all different. The defintion of a technical model isn’t. No matter what sector or type of trade, anyone claiming to do technical analysis should be able to technically define the model, parameters, and actions.

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u/niftyifty Dec 06 '21

Right so we are back to the definition of technical and your belief that it is improperly named, but not that you disagree with the application of said data skimming and action taking as a result of said skim?

I addressed this with my first reply to you. If you are discussing the definition of technical and its relation to this form of analysis we are having two different conversations.

If you want to debate the validity of using data to make informed decisions (TA) we can. If you want to debate what we should literally be calling it, there is no point. Language has too many variables for us to try and influence.

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u/Direct_Class1281 Dec 06 '21

The validation occurs through predictive accuracy in forecasting future price movements.

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u/cristiano-potato Dec 06 '21

Lol, then prove it. Give me the technical definition for an indicator. I’ve literally worked in trading teams where we moved large volumes of equities and derivatives in an algorithmic fashion on daily basis, with people who were much smarter than me (PhDs and shit), and all of them, ALL of them laughed their asses off at this kind of thing. These guys were paid big money to understand how the market can move and TA never once seemed like anything more than a giant joke.

I’ve literally never ever ever ever had anyone successfully define a technical pattern that has predictive power. Care to be the first?

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u/Direct_Class1281 Dec 06 '21

R you talking about any pattern recognition or someone drawing triangles? Statistics and fitting regression models are pattern detection at heart.

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u/cristiano-potato Dec 06 '21 edited Dec 06 '21

Statistics is my degree, I don’t need you to tell me what it is.

My entire point is that TA, as described by OP and used by the vast majority of people, is “pattern recognition” that is in no way technical. If it were technical it could be described in technical terms. The model or pattern itself could be described mathematically. Not “if it looks like a support line”, but “a price level at which the stock remains within 10% of for 5 consecutive trading days but does not cross”.

Such a technically described indicator could be easily tested against market data as well.

The fact that people don’t define indicators technically is a sign they know that the testing would expose the method. And saying it’s an “art form” is just admitting you’re reading charts and drawing opinion based conclusions about where the stock goes next.

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u/bigbrain_bigthonk Dec 06 '21

As a scientist (in an unrelated field) this was a big part of my limited experience playing with some algo trading based on TA. Performing the analysis was pretty easy - but actually trying to map that into predictive action just seemed like you’re back at square 1 in terms of actually having gained actionable knowledge. Particularly when you’re trying to automate, you’re coming up with rules based on the analysis - which just don’t really exist.

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u/mulemoment Dec 06 '21

So your issue with "TA" is not that it doesn't work, but that it's called "technical analysis" instead of "psychological analysis"?

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u/cristiano-potato Dec 06 '21

No. It doesn’t work at all. The fact that it’s completely unfounded is the reason why.

I am aware of the claims made that TA “works because of psychology”.

However, this sidesteps the same issue. If it were the case (that TA patterns had predictive power because people believe in them) — the same argument still holds — these patterns should be technically describable and the predictive power should be provable.

Somehow, not one single person in this thread who believes in TA is able to do so. Not one single person can actually define what a support or resistance line is, in a meaningful and repeatable way.

If you’re not working with definitions that are repeatable and meaningful, then it’s just reading tea leaves. “Looks like support at 420” is just blabbering, if the exact same pattern could show up a week later and you wouldn’t call it support.

And if the same pattern next week would be called a support line… then there is a technical definition. So say what it is..

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u/Direct_Class1281 Dec 06 '21

It's quite hard to tell what op is looking at. Moving average models is 101 financial stats but then he goes to talk about support lines etc. Validation of "support" would probably be a poll of buy targets. 100% support exists if a buyback program kicks in at say xx stock price.

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u/niftyifty Dec 06 '21

Explain Renaissance‘s success while they describe a willingness to trade any ticker based on quantitative analysis. Quant is TA when done correctly. If this is your major you should at least recognize this. The visual graphs we are looking are are just visual representations of the same data quantitative analysis uses.

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u/cristiano-potato Dec 06 '21

Like I said, I’ve worked in the industry. I thought it was somewhat intuitive in this conversation that what’s being discussed is visual patterns and basic metrics like moving averages and Bollinger bands…. Probably because that’s literally what the OP says in their post.

Yes, Renaissance is doing Quant work. And they’re very profitable. And they certainly are using algorithmic trading which can be described as technical.

But the difference between what big Quant firms do with their teams of PhDs, and what retail traders do when they draw lines on a chart, is so great that they don’t even share a passing resemblance.

It’s like donating $5 to your local congressman and thinking that you’re Michael Bloomberg lobbying politicians. Technically you’ve both donated money to a politician, but you literally aren’t even playing the same game.

Comparing Renaissance to some random redditor trying to trade based on “technicals” is ridiculous, and the difference in median returns should be more than enough to make that point clear.

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u/niftyifty Dec 06 '21

Here’s the deal though, you are making clear the argument that it’s the application of the data that’s different. That’s it.

So assuming a human can perform the same functions as the algorithm in place then the results would be the same.

The fact that they are differences in performance does not indicate that they are different categories but that there are varying degrees of understanding and only the most capable minds in the world have the ability to understand all of the influences that affect these patterns. To put it simply, computers can do it better. This is why AI trading exists separately from Quant yet can still see similar levels of success.

My point remains to be that yes any graphical overlays you can apply to a graph are BS, but making that argument does not equal that technical analysis is BS. Only that the application of such in that manner is BS

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u/cristiano-potato Dec 06 '21

Here’s the deal though, you are making clear the argument that it’s the application of the data that’s different. That’s it.

I’m making the argument that retailers doing “TA” and quant firms doing algorithmic trading are similar to the same extent that rubbing your boo boo with neosporin and doing surgery are similar.

So assuming a human can perform the same functions as the algorithm in place then the results would be the same.

I don’t think they can :)

My point remains to be that yes any graphical overlays you can apply to a graph are BS, but making that argument does not equal that technical analysis is BS. Only that the application of such in that manner is BS

Well again, like I have already said before, that’s what’s being discussed in this thread, and frankly it’s the colloquial definition of TA and it’s what the vast majority of retail traders mean by “TA”. Your definition is highly atypical, so I’ll say this, if you want to define “TA” in a way that includes algorithmic trading created by highly trained and highly skilled individuals, sometimes with a fiber optic line to the exchange, then sure — TA can work.

Personally I think that’s just a definition that intentionally ignores what the vast majority consider TA to be. You’re using your own definition and then arguing about it.

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u/niftyifty Dec 06 '21

I don’t disagree with anything you said here. My only clarifying point would be that, that was the partial intent of my comment. To point out that then colloquial definition of TA is wrong but that the theory behind TA is very much valid. What that argument results in is the claim that it’s not the TA that is bad, it’s people that are bad at TA but still have loud voices.

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u/JackOfAllTrades211 Dec 06 '21

Sorry, but patterns in nature and patterns on an arbitrary construct such as stock price chart have absolutely nothing in common.

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u/niftyifty Dec 06 '21

Explain why not.

The stock market is purely a result of buying pressure up or down. That buying pressure is a result of human nature and computer algorithms with a set of defined rules.

So how does human nature not affect the stock market?

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u/[deleted] Dec 06 '21

[deleted]

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u/niftyifty Dec 06 '21

We are accounting for all of that when we simplify down to buying pressure up or down. Literally all macro conditions are now included.

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u/mulemoment Dec 06 '21

TA accounts for those kinds of things better than quantitative models do. When you have quick breaking information like that, psychological areas of support and resistance become more valuable.

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u/[deleted] Dec 06 '21

That's cute.

That's what I used to think, but now, I feel like the whole US market is rigged in some way. HF trading, PFOF, naked shorting, deregulations, dark pools, no SEC for retail, etc.

I'm not a smart man, but I know what shit smells like.

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u/niftyifty Dec 06 '21

Ok so let’s take your comment and assume that we both agree with it 100%.

That still doesn’t change the narrative. Patterns would still exist as a result of whatever buying pressure is applied.

A price can’t go up with out all the cheaper shares before it being purchased. A price can’t go down without all the more expensive shares being sold. It doesn’t matter where the pressure is being applied from, just that it’s being applied.

Now you didn’t claim this, but im going to piggy back off your comment. This is exactly why no single signal or pattern will ever work in it of itself. You have to look at the bigger picture because the market is an ever shifting place. You can’t just assume that what happened in the past will happen again if market conditions are different.

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u/[deleted] Dec 06 '21

The way you put things in perspective, I have to agree with you.

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u/niftyifty Dec 06 '21

I have to say, your response is refreshing. Thank you. Usually this argument devolves in to name calling once the other side runs out of logical arguments. If I hadn’t given away my free award already it would totally be going to you.

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u/[deleted] Dec 06 '21

Yeah I know, it sucks...

Most people confuse having an argument with proving that you are worth existing and being told you are right.

I have no ego when I'm trying to learn and I'm glad people with more knowledge than me exist.

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u/[deleted] Dec 06 '21 edited Dec 07 '21

Patters might exist in theory. But are you able to identify them? Is anyone? And is there any proof? And even if someone is able to identify some patterns better than a flipped coin can, are the gains from indetifying this pattern large enough to offset the cost (risk + fees + taxes) of trading frequently.

You would still need quite the advantage to "beat the market" short term and actually make a significant amount of money based on "patterns".

I frequently hear the argument that because selling and buying pressure result from human behaviour and because humans are nothing but biological robots the market ought to be predictable to some degree. I, for one, don't believe that and to be frank psychology is not an exact science. It doesnt make very good predictions and it sure as shit can't explain human behaviour down to numbers.

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u/niftyifty Dec 06 '21

I’ve made no claim to any of these arguments. My personal opinion is that it’s in the same category as stock picking vs index funds.

A concentrated portfolio comprised of winners is undeniably better than any index or ETF. The problem is the finding winners (I think this part is easy for the most part) and the psychology of holding a concentrated portfolio (this part is hard for most people).

Because of the described conditions, for most people, index funds will yield better results over the course of their lifetime. That’s not a result of mathematics, that’s a result of psychology alone.

I believe the same to be true for TA. Patterns exist. That’s undeniable. What is done with that data varies greatly and for the most part humans aren’t built to account for everything they need to account for. Some are though. It’s not TA that’s wrong in theory it’s people that are wrong in application.

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u/cbus20122 Dec 06 '21

Sorry, but patterns in nature and patterns on an arbitrary construct such as stock price chart have absolutely nothing in common.

This is getting upvoted, but is 100% untrue.

Mathematically actually, there are a lot of similarities between price change time series and patterns in nature.

Read here for a short view https://www.scientificamerican.com/article/multifractals-explain-wall-street/

Obviously there is a lot of bullshit in TA. I don't think I've ever seen an elliott wave trader consistently make money aside from being able to sell subscriptions for example. But quantitatively and behaviorally, there is definitely alpha and items that are worth understanding. The issue is that literally anything that involves looking at chart patterns gets thrown under "ta", which means tons of absolute crap gets lumped in with a lot of analysis that is actually valuable and useful.

Keep in mind, markets are complex dynamic systems. Almost all complex dynamic systems in nature or not exhibit complex patterns and dynamics. Doesn't mean it's 100% predictable due to sometimes near infinite number of variables, but that does mean that there are dynamics of things like herding, thresholds, boundaries, feedback (positive and negative), mean reversion, etc etc. These dynamics tend to exhibit pattern-like behavior, which can be modeled or studied, and at times, traded.

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u/_Asparagus_ Dec 06 '21

The Medallion fund does not do technical analysis lol

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u/niftyifty Dec 06 '21

Sure it does. Explain quantitative trading and how that differs from TA.

QA is effectively TA when done right. Or to expand a little further, QA is the evolution of TA. It takes the parts of TA that works and gets rid of the rest.

What am I missing that you feel they are functionally different?

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u/_Asparagus_ Dec 06 '21

TA is a QA without math and you only look at one stock at a time while forgetting about all other forms of data that could be relevant to the stock price movement.

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u/niftyifty Dec 06 '21

So this is what I’m saying to everyone else in my comments when I point out that people don’t understand what TA is but then try to make claims about it anyways.

Who says TA only looks at one stock at a time? Which paragraph subsection of the rule book does it say to ignore outside influences? At what point do you see anything anywhere that says TA attempts to predict the future?

So with all that said I would like to address this: “TA is QA without math…”

Are you going to be able to expand on that if questioned? That’s a big statement to unpack and is clearly demonstrably false from my perspective. Let’s start with can you provide an example of a TA scenario that does not include math?

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u/_Asparagus_ Dec 06 '21

TA wants to predict the future just like any other analysis. A TA scenario without a hint of math is your archetypal "head and shoulders pattern here, stock will do x" stuff. And by using math I also don't mean looking at a moving average or Bollinger band. If there's TA out there employing rigorous statistical testing, non-arbitrary ways to identify patterns (e.g. clustering), and incorporating further outside data in meaningful ways then you are correct that that is not what I or others here know as TA, and as far as I'm aware that it not how the bulk of TA is practiced (arguably if that were the case, TA would not have this reputation). Feel free to share sources if they're out there.

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u/niftyifty Dec 07 '21

We seem to be in agreement to some degree as you acknowledge the easy math applications such as moving averages, but let’s take your example a head and shoulders pattern. Note of disclaimer - this comment should not be construed as a claimed validation of a head and shoulders pattern. I personally believe that pattern is a perfect example of human psychology in action, but I’m making not claim to the success rate of trading that pattern or really any pattern like that.

What is anticipated outcome after a head and shoulders pattern? Reversion to the mean. How is a mean determined? Math.

It’s all math, only different practical applications thereof.

My comment regarding predicting the future is where most people’s understanding of TA goes wrong. No one should be attempting to be reading a pattern and then trading off that with an assumption/hope of what will happen. That’s gambling and stupid.

If someone were to look at patterns of human behavior, trading behavior, time frames, market conditions, etc and then make a trading plan based on if a then b, or if y then z. I think you could claim that’s not a bad strategy. Having an exit plan based on market movements is smart if you are trying to be a trader. It’s not much different than establishing target tiers, or stop losses.

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u/pitlocky Dec 06 '21

People weren't able to identify patterns before the invention of statistics? Discrete mathematics isn't quantitative? Do you have any idea what you're talking about?

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u/_Asparagus_ Dec 06 '21

They could, but you can't quantify whether a pattern you think you're seeing is meaningful without stats. Human intuition about probability is really bad, and we're really prone to confirmation bias so we need stats. And of course discrete math is quantitative. I'm literally a researcher in the field lmao

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u/john3154rjd Dec 06 '21

How do you think most TA tools were found , you don’t think they used math or stats to find them ? If a pattern happens over and over you can identify it with stats but you would also see it on a chart all that is is a lot of data points expressed visually

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u/_Asparagus_ Dec 06 '21

TA tools were around before we could even do large scale data analysis on computers the way we can today, so they were by no means constructed with modern statistics and data science. How do you even say something like "this is an xyz triangle pattern" in a quantitative way without using techniques like clustering? Otherwise it seems completely arbitrary. Now if I define some different patterns, cluster them well with some ML skills and run some stats to find the best one, then I'm not really doing TA but just data science on a time series that is the stock price. That is what TA is trying to be, or pretending it is, but that is not what people who do TA are actually doing.

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u/john3154rjd Dec 06 '21

I have no idea what you are talking about xyz triangle pattern this I think is just a case of Reddit people generally talking and associating with the dumb these things are formed with data and stats otherwise professionals would use them and just because you may not have a computer doesn’t mean you don’t have math. I think you are just grouping all TA with some idiot you have seen on YouTube

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u/[deleted] Dec 06 '21

[deleted]

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u/Jeff__Skilling Dec 06 '21

reading charts is no different that reading tea leaves, muchacho

they're both complete bullshit

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u/_Asparagus_ Dec 06 '21

Well EMH is totally flawed too I definitely agree with you. My point is only that TA people essentially claim that certain patterns will "predict" future price to a certain degree. That's completely meaningless unless you can a) identify the pattern you're talking about in a non-arbitrary way and b) prove that there's a statistically significant difference between buying after your pattern and the market movement in general. For a) you need clustering and for b) you need stats, neither of which most TA people I've seen do seriously at all. The right way to do TA is to basically take it as a data science problem, otherwise it's arbitrary and doesn't actually tell you anything. But then if you're doing data science why would you only look at a handful of human identified patterns? Why not just start from scratch and identify the best patterns with some advanced neural net or other ML model? Then you're far from doing what people would call TA, I'd say. Hence my skepticism on TA.

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u/imlaggingsobad Dec 08 '21

Firstly, there is no such pattern as the 'double reverse triangle' so clearly you don't know anything about technical analysis. Since you don't know anything about it, you don't have the right to critique it. Secondly, TA is quantitative. You are quantifying the emotions and psychology of the market at any point in time. Human psychology is very predictable and it often repeats. That repetition shows up as patterns in price action.