Score one for the profit takers

BellaGeneral Comments

Trader A stopped me in the hall to OK his large options put buying (bet to the downside). He has more exposure than his risk parameters allow. I ask the length of the trade. He replies, “maybe Monday.” I ask whether that makes sense for him. He thinks about it but responds the longer play is the trade. We agree … Read More

Game over

BellaGeneral Comments

I was chatting with a veteran trading coach about a trader in drawdown.  Is this drawdown part of her strategy or is she making it worse?  Are you making things worse for your trading with your worst trades? Veteran Trading Coach: I actually love how she fights so much.  She never wants to admit defeat in a trade until she … Read More

A Formula for Evaluating and Selecting a Set of Trading Systems

smbcapitalFree Daily Trading Video, Systems Development, Systems Trading

Here are the two main ideas to focus on while you watch this video: – A Small Positive Drift + Diversification = Smooth Returns – Smoothness is not the only goal. We want Smoother AND Steeper returns. Furthermore, I hope these concepts demonstrate that smoother and steeper results can be achieved without taking on excessive leverage. Share your thoughts with … Read More

Adapting to Changing Market Conditions

smbcapitalFree Daily Trading Video

In our SMBU Daily Video, Steven Spencer discusses the range expansions occurring in today’s market. We take a close look at the ranges that have developed in the $SPY over the past months. We hope this video helps you improve your trading skills. Subscribe to SMB’s YouTube to keep updated on new videos! * no relevant positions

What troubles me about this trader

BellaGeneral Comments

I had a conversation with a new trader today and shared my observations of his trading career. Here is what I liked: He has the ability.  He possesses the ability to process information quickly.  He has the ability to make fast decisions.  This was clear during his firm interview and persists after his start. He has an outsized interest in … Read More

Trade Review–JCP WTW SUNE SPLK BBY

sspencerSteven Spencer (Steve's) Blogs, Trading Lesson

Every day we hold a pre-market meeting where we discuss the best risk to reward trading setups for the day. The trades fall into 3 categories: Stocks with a fresh news catalyst, “Second Day Plays” that had a catalyst the prior day, and finally “technical setups”. I’ve marked up some charts for five trades I made. 4/5 had a fresh … Read More