Voici comment vous pouvez appliquer l’analyse technique à différentes classes d’actifs.

Ações é um mercado peculiar, porque além dos sinais técnicos clássico da análise técnica, faz-se muito necessário uma análise fundamentalista da empresa alvo da compra de ações, se os fundamentos não estão bons, é certo que a análise técnica em um momento futuro irá refletir as condições econômica da empresa, portanto, se os fundamentos estiverem refletindo bons resultados, isso pode corroborar os sinais da análise técnica.

Technical analysis involves studying historical price and volume data to predict future price movements. It applies to stocks, commodities, currencies, and cryptocurrencies using charts, indicators (like RSI, MACD), patterns (like head and shoulders, triangles), and volume analysis. For example, in real estates, key tools include: Price Trends: Analyzing historical data in a neighborhood, such as the consistent price appreciation in San Francisco's Mission District over the past decade. Volume: Examining the surge in property transactions in Miami during the 2021 housing boom. Market Cycles: Identifying cycles like the post-2008 housing market recovery in New York City. By applying these techniques, investors can make informed decisions.

Firstly by using fundamental analysis to pick a stock to be invested or traded. Then identify key support, pivot and resistance levels. See if there is a trend and price pattern. Formulate a strategy by setting up entry and exit points according to risk-reward preferences. For that purpose use a combination by no more than three technical indicators.

In my experience it is always crucial to identify support and resistance levels first. Trends comes second. Price patterns gives you additional insights where the markets is going. To determine entry and exit points (by using ATRs), it is always helpful to use combination of three technical indicators such as (exponential) moving averages, RSI (or any other) and e.g parabolic SAR.

While bond markets are less volatile compared to other asset classes, technical analysis can still be valuable in trading fixed-income securities using tools like momentum indicators. Bonds tend to move primarily in response to economic news, significant policy changes, and other major economic shifts, reflecting their stability. As my mentor used to say, "Bonds are like mature adults; they are focused."

In my role, I've observed that even the less volatile bond market can benefit from technical analysis. While auditing a fixed-income fund, I utilized the MACD indicator to detect a momentum shift, anticipating a change in interest rate trends. This analysis enabled us to advise on strategic adjustments in bond holdings, ensuring our clients stayed ahead of market movements and protected their investments.

Technical analysis also proves valuable in evaluating real estate indices and REITs. During a financial review of a real estate investment portfolio, I identified a distinct pattern on the price chart of a leading REIT. This pattern indicated a potential buying opportunity, prompting a timely investment recommendation. Such technical insights not only optimize portfolio returns but also enhance our advisory credibility, demonstrating the power of technical analysis across various asset classes.