Solving the Puzzle — Virtual Education

You don't need to learn everything on this page from me. You can do it on your own. You can learn it from others. Or you can read the 746+ books I've read on trading, and spend the 43+ years I've spent coming by my experience. But, the fastest and most efficient way to do it is with someone like me.

The first list below is the Table of Contents of my 2 volume Solving the Puzzle course. You purchase the course and then I send you one or two chapters at a time. When you have finished studying the chapter we meet by Zoom to further study the chapter and answer any questions you might have. This goes on for all 20 chapters.

If you want to add to your studies, we can pick from the second list, which is a compilation of additional subject matter we can draw from.

Click Here to Jump to the Technical Analysis Study Guide

Solving the Puzzle Table of Contents

Preface
Overview & Preparation
Basic Mathematics
Charting Techniques
Symbolic Logic, Number Theory & Programming Skills
Technical Analysis
Potential Hourly Wage Analysis™ (PHW™)
Software for Trading & Testing
Brokerage
Designing Your System
Specifying Your Rules
Programming Your System aka Easy, EasyLanguage
Testing Your System
Optimization Without Curve Fitting
Evaluating Your System’s Potential
Money & Risk Management
Business Plan Development
More EasyLanguage
Statistical Assurance
Monitoring Your Performance
What If Your System Fails?
Let’s Begin Trading
Appendices
1. Book List
2. Glossary
3. Exchanges
4. Money Management
5. Formulae

Additional Subjects

The Market
What Is Trading?
Why Do YOU Want to Trade?
What Is Your Goal?
How Much Can You Risk? (also see Risk vs Reward below)
What Kinds of Risk Are There?
Developing Your Business Plan
1. Keeping a LabBook
2. Time Management Tools
3. Keeping Track of the Days
4. Your Hourly Wage
Organizing Your Business
1. Space Planning
2. Color Schemes
3. Organizing Your Trading Ideas
4. Reference
5. Computer Power
6. Your Trading Records
Learning the Jargon
Adages
The Exchanges
Reading the Ticker Tape
Dow Theory
Margin Requirements
Inflationary Effects Over Time
1. Annual Closing Values of the Dow
2. Historical Margin Requirements
Fundamental Analysis
Sector Analysis
Technical Analysis
Time Frames
1. Your ViewPoint
2. Long-Term (Investing)
3. Micro (Real Time Data Feed)
4. Dual Time Frames
Data Sources
1. Building a Database
2. Vendors
3. How Much Is Enough?
4. Synthetic Contracts
Periodicals
1. Newspapers
  1. Financial Times
  2. IBD
  3. Wall Street Journal
  4. Washington Post
2. Magazines
  1. Active Trader
  2. Futures magazine
  3. SFO (Stocks, Futures & Options)
  4. TASC (Technical Analysis of Stocks & Commodities
  5. Traders' Catalog & Resource Guide™
  6. Traders World
3. OnLine Services
  1. Briefing.com
  2. INO.com
  3. ValueLine
Charting Techniques
1. Chart Construction & Analysis
2. Types of Charts
3. Trend Analysis
4. Gap Theory
5. Volume & Open Interest
6. Reversal Patterns
Technical Indicators
1. Bar Analysis
2. Support & Resistance
3. Attractors
4. Consolidation & Congestion
5. Finding Trends
6. Moving Averages
7. MACD
8. RSI
9. Stochastics
10. Well-Known Systems of Others
11. Published Systems in Popular Literature
12. Sunny's Proprietary Indicators and Strategies
Fundamental Data & Information
1. RS (Relative Strength)
2. CANSLIM
3. Economic Data
4. Supply & Demand
5. Sector Analysis
6. Intermarket Analysis
7. Cycles
8. Strategic Investment Timing (Dick Stoken)
Computer Software
1. Sorting for Tradables
2. AbleTrend
3. AdvancedGET
4. BuildAlpha
5. eSignal
6. Genesis Navigator
7. MetaStock
8. MultiCharts
9. Ninja Trader
10. TC2000 (& TCNet)
11. TradeStation
12. VantagePoint
The Analysis Process
1. Digital vs. Analog Analysis
2. Numerical Analysis
3. Pattern Analysis
4. Necessary & Sufficient
5. Proofs
Equations & Formulae
Exploring the Literature
1. Sunny's Books
2. Sunny's Must Read List
3. Comprehensive Book List
Clubs and Professional Organizations
1. AAII
2. AAPTA
3. MASC (Market Analysts of Southern California)
4. MTA (Market Technicians Association)
Networking
Users' Groups
1. MetaStock
2. TradeStation
3. Vector Vest
Seminars & Conferences
1. The Money Show
2. TradeStation World
3. Traders Expo (Githler)
Trading Instruments

Bonds
Cash
Commodities
Futures
Funds
Options
Stocks (Equities)

Investment Timing

Turning Day Trades into Position Trades

Selecting Your Time Frame
Contrary Investing
Your Trading Plan
Canned Trading Systems

Trading OPM (Other People's Methods)

Watchdogs
Futures Truth
Systems' Performance
If the System's So Good, Why Are You Selling It?
Breaking the Code
Following the Code

Buckle Up for Safety
Post-It Notes

Psychology

Fear & Greed
Sabotage
Coaches
Self-Analysis (ref: Adrienne Toghraie)

Ethics
Holy Grail

Profits Swept Under
Predicting the Future
Dancing with the Markets
Is That All There Is?

Phases of Discovery
1. Think
2. Program
3. Test
4. Follow Your System
System Design
1. Design of Experiments
2. Your Lab Book
3. Putting Your Ideas on Paper
4. Accepting the Results
5. Am I Done Yet?
What Is True?
Creating Your System
System Testing

Marking the Ideal Trades
Calculating Your PHW™ (Potential Hourly Wage™)
Overlays and Transparencies
Proving a System "Works"
Calculating Your CPC™ Index (Cardinal Profitability Constructs™)

Factoring in Costs

Slippage
Commission
Data Service
Office Supplies & Maintenance

Keeping Losses Small

Protective Stops vs Profit-Taking Stops

Looks Like a Duck, Walks Like a Duck
Curve Fitting
Optimization (the correct way)

Areas of Confluence (Clustering Effects of Good Optimization)
Comfort Zones

Money Management

Risk vs Reward

Liquidity Risk
- The risk of not being able to get out of the investment conveniently at a reasonable price. This can occur for a number of reasons. If the market is volatile, you may be forced to sell at a significant loss if you must sell immediately. Another cause can be an inactive market. For instance, it may be difficult to sell a house simply because there are no buyers.
Market Risk
- The risk that the general market or economic environment will cause the investment to lose value regardless of the particular security. A stock may drop in value simply because the overall stock market has fallen; this is referred to as stock market risk. A bond doesn’t face stock market risk, but it may drop in value due to a rise in interest rates; this is referred to as interest rate risk.
Inflation Risk
- The uncertainty over future inflation rates, which results in uncertainty over the future real (after-inflation) value of your investment. An investment that barely keeps pace with inflation will not be able to grow in real terms, leaving you with only as much purchasing power in the future as you have today.
Business & Industry Risk
- The uncertainty of an investment’s ability to pay investors income, principal, and any other returns due to a significant fall-off in business (either firm-related or industry-wide) or bankruptcy. A stock, for instance, may fall in value because a firm’s earnings have unexpectedly dropped due to bad management calls or an industry-wide slowdown.

Optimal-f
- Ralph Vince
- "Portfolio Management Formulas"
Ultimate-F
- Sunny Harris: Compounding Your Returns (Proprietary)

Styles and Levels of Control

Systematic Trading
Mechanical Trading
Automated Trading

Setting Up Your Account
Record Keeping
Divvying Up the Portfolio
Entering Your First Trade Order
Types
Legal & Tax Questions
Lawyers
Regulators

CFTC
NFA
NASDAQ
SEC

Evaluating Your Performance

Using CPC & PHW
Useful Statistics
ME (Mathematical Expectation)
Measuring Success
RS
VAMI
Is It Still Working?

Accounting

Do It Yourself?
Accountants
Back Office Services

Useful Internet Connections
Systems and Strategies that Work!

Sunny Harris Study Guide for Technical Analysis (2nd List)

Trendlines
Horizontal Lines & Attractors
6 Most Popular Trading Approaches
1. Simple Moving Average
2. Exponential Moving Average
3. Linear Regression Slope (channels)
4. N-Day Breakout
5. Swing Breakout
6. Point & Figure
Reversals vs Positions
Chart Formations
1. Pennants
2. Triangles
3. Flags
4. M and W Patterns
5. Head & Shoulders
6. Key Reversals
7. Island Tops & Bottoms
8. Cup & Handle
Candle Formations
1. Doji
2. Dark Cloud Cover
3. Engulfing Pattern
Moving Averages
1. Simple
2. Exponential
3. Weighted
4. Harmonic
5. Kaufman’s AMA
6. Jurik Avg
7. Sunny’s DMA
8. Momentum
9. MACD
Oscillators
1. RSI
2. RSI = 100 – ( 100/ (1+RS) )
  1. Where RS = AU / AD
  2. AU = sumup = sumup + (close – close[1] )
3. Stochastics
  1. %K = ( C[0] – LL(3)) / ( HH(3) – LL(3) ) x 3
  2. %D = moving average of %K over #%D periods
ADX
Keltner Bands
Parabolic SAR
Cycles
Pattern Recognition
1. a/la Larry Williams
2. Inside Bars & Outside Bars
Donchian Channels
Business Cycle
1. (↑$ = ↓CRB) → (↓CRB=↓%) → (↓%=↑US) → (↑US=↑Stk)
2. (↓%=↓$)→ (↓$=↓CRB) & (↑US=↑Stk)
3. (↓$=↑CRB) → (↑CRB= ↑%) → (↑%=↓US) → (↓US= ↓Stk)
4. (↑%=↑$) → and cycle all over
Elliott Wave
Gann Analysis
Turtles
Swing Trading vs Position Trading

Call me, and we'll talk about it. You can reach me after market hours at (760) 908-3070.

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Consulting Packages

Sunny has been teaching others to trade almost as long as she has been trading. Helping struggling novices over the hurdles is a passion of hers. Sunny has won awards for her teaching and consulting, being #1 in several categories. Sunny can teach you how to use TradeStation & MultiCharts and EasyLanguage and PowerLanguage, TC2000, VantagePoint, NinjaTrader, Genesis Navigator, and MetaStock so you don't spend months struggling on your own. If you have a concept you want programmed, she can do it for you or teach you how to do it yourself. Click Here.

Strategies, Indicators & Custom Programming

We provide a wide range of software programmed by Sunny for her own trading. We are not a churn and burn shop that puts out lots of indicators for sale, just to have products to sell.

Each of these unique products is available to help others in their quest for profits. And, they are used by Sunny in her own daily trading. The software includes indicators that make trading smooth and easy, and strategies that can even be automated to provide hands-off trading. Click here for a full list, descriptions, charts and prices.

Trade Along with Sunny

NOW AVAILABLE: Live Trading with Sunny EVERY MORNING. (Trade Along with Sunny - TAWS) Want to see and hear how Sunny trades with SunnyBands? Listen to her reasoning and watch as she places trades. Here's your chance. Subscribe Here.

PERFORMANCE 2024 to Date:

Quips & Quotes

"Hi Sunny, wanted to share with you my profits for the day and say thank you! $19,412.50." -S. S., Mission Viejo, CA

"I wanted to let you know how helpful your daily trading room sessions have been. It is refreshing to see someone trade live and answer any questions that we have. It is so much better than a service that just wants to sell you something and send you on your way. This is really speeding up my learning and I look forward to trading along with you. Thanks for all you are doing to help people learn the art of trading." - Rick N.

"I had the fortune of meeting Sunny Harris and her excellent trade software SunnyBands. From the beginning, she gave me all her support, even though I didn't have any experience with day trade and English is not my first language she is always available for any questions. I tested SunnyBands free trial and the results were amazing $3.5K in the first week, I asked for another free trial and she was able to help me, I did it again, and after these records, I decided to buy the license for Sunny Bands. Thank Sunny for your unconditional support and your excellent software." -Juan R.

"I have studied swing and day trading for 10 years primarily with Gann methodology but I might be able to say I have studied it all. I lead a monk's life studying 12 hrs a day. I have found SunnyBands correlate to the high work of mathematics in price and one tool I treasure now for my chart analysis and trading. The first day I loaded SunnyBands I made $275 with one contract in about a minute; I thought to myself how can this small monthly fee not pay for itself? The opportunity to trade with such an experienced trader as Sunny is a real gift; the experience you will get in a year will be priceless. Doing this each trading day with Sunny will train your subconscious mind to become a consistent winner in the market. If you are thinking with a poverty mindset you will have a long hard road; don't do that. This is really awesome to be able to trade with each day and so appreciative of you doing this. To live trade as a mentor like you do is very hard and much respect and appreciation for you doing this Sunny!" - Arthur M.

"Well, I just want to say the I LOVE them !!!! ( your bands )....I've torn apart Bollinger Bands, Keltner etc, etc... and NOTHING comes CLOSE to what YOU have created.... :-) I've talked to CMT's who've said "oh yeah.... they're just Bollies".....and I almost spit out my coffee! I've watched your videos where you are walking a new customer through their use... and I "got it all" ( understood )... the "turns" are RIGHT THERE!.... Bollies are too general....and Keltner which Rashke says she likes....are only a hair better than Bollies.... YOURS blows both of them away.....of course YOU already know that." - Marius V.

Podcasts

The Podcasts of John Bolllinger, Steve Nison, Gene Inger, Hima Reddy, Brad Matheny, William Eng, Louis Navellier, Cynthia Kase, Howard Getson, Jake Bernstein, Arch Crawford, Henry Weingarten, Robert Pardo, Sherman & Tom McClellan, Stan Ehrlich, Steven Primo, Carolyn Boroden, Markus Heitkoetter, Dan Passarelli, Ted Hearne, Larry Pesavento, Norm Winski, Greg Morris, Larry Williams, Linda Bradford Raschke, Anka Metcalf and Robert Colby are now posted. Enjoy these great interviews. And after that whom would you like to see next?

Sunny's Indicators

You've had plenty of opportunites to watch how Sunny trades. There's the Live Trading Room, lots of Appearances, YouTube videos and Live Demos. If you have not yet been introduced to SunnyBands and how Sunny uses them, sign up here to get the Replay of the event.

WHAT ARE YOU MISSING?

Several features of Sunny Side of the Street are missing from previous issues. Natural Numbers, Scan of Stocks, DMA_H RS, PHW Scan, and more. What would you like to see me bring back? Comments.

HAPPY HALF HOUR! We will have the next HHH on Wednesday December 4th at 1:15pm PT.Sam Tennis and I will be hosting the Next Free Networking Event for all Traders new and old to join in the discussion and "get to know each other" event. It's a great place to make new friends. Sign Up Here. This Free meeting of like minds will be held once a month, on the 4th of each month. We all have a great time and share liberally on the 4th of evey month. It's a lot of fun! Don't miss it next time. Click HERE to join us. You must be registered to get the invitation and link.

Free Live Demo Replay available Here.

If you would like to continue receiving this weekly newsletter every week, please SUBSCRIBE. It helps the cause.

FREE 7-Day Trial of Sunny's Most Powerful Indicators. Click Here. You have 7 (calendar) days to use it' full functionality and learn! I can only take 20 trials per month and all start on a Monday. Get your request in early.

EasyLanguage Forum Want to learn EasyLanguage (EZL) the EASY way? Here is the REPLAY (with video and slides). 5 1-hr lessons will take you through all the steps with Sunny Harris and Sam Tennis.

FREE 7-day Trial of Sunny's most Powerful trading indicators. Not sure about buying them? Take the trial. Most make enough during the Free Trial to cover the investment.

The Definitive Guide to TradeStation's EasyLanguage & OOEL Programming--Vol I: Programming Guide and Vol II: Reference Guide NOW AVAILABLE on Amazon.com.
Go to www.easylanguageooel.com, register as a Free Member and I'll send your FREE indicators wi th your proof of purchase