year after the stocks had already rallied for more than 6 months.
My response was to recommend the tire and oil sectors, mainly
because the charts looked better, but also the Street hadn’t gotten around to those groups yet. The last time I looked you can’t
run a car without four tires and a tank of gas, therefore the tire
and oil stocks had to benefit from a boom in auto sales.
This kind of thinking was second nature to most of us. It
was the fault of the technical community, and I include myself,
that we never took the time to back test many of our theories
or indicators and tools, but rather relied on street knowledge to
get us through the day. Had we devoted more time to back testing and proving our work, we would have had a much easier
time in many board meetings during the next 20 years. One major problem at the time was that we had limited access to price
history. The vast majority of technical analysts had all their
data and their notes in old dusty books. It was impossible to go
to any university with that type of data and expect to be given
an audience.
Besides, the campuses at that time were more concerned
about demonstrators against Vietnam rather than any indicators that my colleagues and I could dream up. Wall Street was
in trouble, as a great bear market had taken up residence in
lower Manhattan.
In the 1973–74 period the Dow Jones Industrials Averages
would drop from a high of 1047 in Dec. 1972 to as low as 577
in Oct. 1974, a 55 percent decline. There have been enough books
written about that time, but as perverse as it might sound, technical analysts thrived during that period. After all, this was our
type of market, a market of multidimensional movers. Technical analysts, on the whole, helped many a firm avoid some very
nasty pitfalls during those times. Most of the people that worked
in the finance community had only seen stocks move up for most
of their careers. Brokerage houses that never had an official TA
department up until then found it to be a good idea to have
someone in the research department that actually watched the
stock market. Many of the senior people in the firms felt that
having their own technical department was an irrational move.
They felt that the stock market would bail you out of any bad
positions over time. Keep in mind that from Pearl Harbor to 3
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