Books, indicators, data sources, podcasts, and channels that have shaped the methodology behind the lab. Not a comprehensive list — a curated one. Everything here has earned its place through repeated use and demonstrated relevance to the work.
The intellectual foundation of the methodology. These are books that changed how markets are seen — not just what to look at, but how to think about the information that price provides.
The foundational text on reading price and tape. Jesse Livermore's instinct for momentum, patience, and operating from simplicity runs through everything the lab is built on.
Trading PsychologyA study of what separates consistently profitable traders from everyone else. The answer is almost always simpler than expected — discipline, risk management, and knowing your edge.
Interviews · PsychologyThe reference text for technical structure. Not followed dogmatically — used as a vocabulary for understanding price structure and the MA relationships that underpin the setup classification system.
Technical AnalysisThe origin of the CAN SLIM framework and the concept of relative strength — a direct ancestor of the velocity-based approach used in the screener. The idea that leading stocks move faster than the market is central to V%.
Momentum · GrowthA rigorous, statistically grounded approach to technical trading. Particularly valuable for its treatment of what actually has edge versus what is pattern recognition dressed up as analysis.
Technical · StatisticalNot a trading book. The most important trading book. Understanding how human cognition fails under uncertainty is essential background for anyone designing systems meant to override those failures.
Psychology · BehavioralBuilt on TradingView using Pine Script. These indicators are direct expressions of the lab's methodology — each one measuring a specific component of velocity, structure, or confluence that informs the screening and matrix systems.
The primary screener metric, plotted as an oscillator. Displays each bar's range relative to ATR(14) on the weekly timeframe. Values above 1.2 highlight qualifying velocity events.
Identifies and labels the current MA structure relative to price on the daily chart. Outputs REV, PBK, EXT, and their bearish mirrors with background color coding for instant visual classification.
Measures the ratio of 1-week performance to 1-month, 3-month, 6-month, and 1-year performance. High aggression scores identify stocks moving disproportionately fast relative to their longer-term trend.
Displays a compact table showing 1M, 3M, 6M, and 1Y performance with directional alignment. Confirms or denies dominant trend and with/against weekly classification at a glance.
Highlights when price is within one weekly ATR% of the all-time high, 52-week low, 50 EMA, or 200 EMA. Color-coded proximity tags match the screener dashboard classification system.
Plots the weekly open as a persistent horizontal line throughout the week. The foundational reference point for all intraweek performance measurements used in both the screener and setup classification.
Audio and video sources worth following for macro context, market structure thinking, and independent research. Chosen for signal density — they say more in less time than most.
Long-form interviews with practitioners. Particularly strong on value and macro frameworks with guests who have real skin in the game.
Institutional-grade macro analysis. One of the few shows that treats the audience as adults capable of handling complexity — and then cuts through it clearly.
Cross-asset macro research and interviews. Strong on Bitcoin cycle analysis, global liquidity frameworks, and the macro overlay used in the Bitcoin Matrix.
Active traders across all styles and timeframes. Invaluable for understanding the range of approaches that work — and the psychological commonalities across all of them.
Bitcoin and macro at the intersection of traditional finance and digital assets. Consistently relevant for the crypto side of the confluence matrix work.
Not a finance show. Listed here because the operating principle — deconstruct, test, simplify — is directly applicable to how the lab approaches methodology design.
Primary data sources used to populate the matrix dashboards and screener. Each serves a specific role in the confluence framework — no single source provides everything.
Primary charting platform and screener. All V% screener data is exported directly from TradingView CSV exports. Custom indicators live here.
Federal Reserve Economic Data. Used for macro overlay signals — yield curve, credit spreads, inflation metrics, Fed funds rate positioning.
Fed funds futures implied probability tool. Key input for the macro layer of the SPY confluence matrix — rate expectations move markets before rate decisions do.
Weekly retail investor sentiment data. Bull/bear ratio used as a contrarian sentiment input in the SPY confluence matrix sentiment layer.
Volatility index. Core input for the fear/complacency signal in the macro matrix. Extreme readings in either direction carry the most weight.
Composite sentiment index for crypto markets. Primary sentiment input for the Bitcoin Matrix alongside derivatives positioning data.
On-chain Bitcoin analytics. MVRV ratio, realized price, long-term holder supply, and accumulation metrics feed directly into the Bitcoin Matrix cycle layer.
Market breadth visualization and sector heat maps. Used for the breadth layer of the SPY matrix — advance/decline, new highs/lows, sector rotation context.