Karl Montevirgen

Karl Montevirgen


Karl specializes in finance and crypto. He works with several organizations in the equities, futures, physical metals, and blockchain industries. He holds FINRA Series 3, Series 34, and a dual MFA. Learn More 

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StockCharts Insider: A 5-Step Filter for Telling Bargains From Falling Knives

StockCharts Insider: A 5-Step Filter for Telling Bargains From Falling Knives

Before We Dive In… You know the parable about giving someone fish versus teaching someone how to fish? Well, if you taught them to fish but also gave them the net, that would be even better. The corollary? I can hand you a bunch of undervalued stocks in every sector...   READ MORE 

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StockCharts Insider: The Big Correction Nobody's Talking About (Because Nothing's Happening)

StockCharts Insider: The Big Correction Nobody's Talking About (Because Nothing's Happening)

Before We Dive In… Everyone braces for a big price plunge. Nerves fray. Stops sharpen. The voice in your head incessantly repeats, “small correction or something worse?” In contrast, nobody braces for “nothing happening.” But that’s the profile of a second kind of correction. Prices just go back and...   READ MORE 

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StockCharts Insider: Why I'd Never Automate Price Channels (and What I Do Instead)

StockCharts Insider: Why I'd Never Automate Price Channels (and What I Do Instead)

Before We Dive In… You’re probably familiar with Price Channels. Most of the trading world calls them Donchian Channels. A few decades ago, this indicator was a star in almost every trend following book. In this article, I’m going to take a more nuanced approach to this indicator,...   READ MORE 

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StockCharts Insider: The Hidden Library of 100+ Pro Chart Templates - Ready to Use, Ready to Customize

StockCharts Insider: The Hidden Library of 100+ Pro Chart Templates - Ready to Use, Ready to Customize

Before We Dive In… You know the pain of always having to build charts from scratch. Most of us deal with this on a regular basis. You’ve got charts for different timeframes, charts for trends, a chart for momentum, charts for different styles and setups, etc. It’s a...   READ MORE 

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StockCharts Insider: The Titanic Syndrome - A Crash Warning Explained From the Iceberg Up

StockCharts Insider: The Titanic Syndrome - A Crash Warning Explained From the Iceberg Up

Before We Dive In… The evening of April 14, 1912 was moonless and calm in the North Atlantic Ocean. For the crew of the RMS Titanic, it must have felt like a night of smooth sailing. However, the lack of moonlight and waves weighed on the horizon’s visibility. Nobody...   READ MORE 

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StockCharts Insider: What Rising Bond Yields Mean for Your Stocks

StockCharts Insider: What Rising Bond Yields Mean for Your Stocks

Before We Dive In… If you're confused about how bond yields are affecting the stock market, this one’s for you. As I’m writing this, there’s been lots of news coverage on rising bond yields and Treasury Secretary Scott Bessent’s attempt to bring those yields...   READ MORE 

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StockCharts Insider: Gold, Silver, and Bitcoin — The Best (and Worst) Months to Own Each

StockCharts Insider: Gold, Silver, and Bitcoin — The Best (and Worst) Months to Own Each

Before We Dive In… Gold, silver, and Bitcoin are three entirely different assets. Gold’s a monetary metal. Silver’s a hybrid of monetary and industrial. Bitcoin’s a volatile crypto that somehow earned its street cred as digital gold. Yet they've lumped together under the “safe-haven”...   READ MORE 

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StockCharts Insider: SharpCharts Goes High Definition

StockCharts Insider: SharpCharts Goes High Definition

Before We Dive In… Imagine giving a presentation on your blog or in a webinar where your SharpCharts pixelate the more you zoom in. You’ve put a lot of work into building a good chart, but, on the big screen it looks like a blurry mix of jagged mush....   READ MORE 

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StockCharts Insider: 5 Bullish Candlestick Patterns — Ranked, Tested, and (Mostly) Easy to Spot

StockCharts Insider: 5 Bullish Candlestick Patterns — Ranked, Tested, and (Mostly) Easy to Spot

Before We Dive In… Do you know how many candlestick patterns are out there in the technical pattern universe? Just a little over 100. However, not every candlestick pattern has proven to be reliable or effective based on historical consistency. For this article, I want to zoom in on five...   READ MORE 

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StockCharts Insider: The Anatomy of a Trading Setup

StockCharts Insider: The Anatomy of a Trading Setup

Before We Dive In… You’ve done your research. You’ve identified the instruments you want to trade. And now you’re ready to pull the trigger. At this point, you can easily jump the bridge between commitment and action. But the smartest way to go about it is to...   READ MORE 

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StockCharts Insider: Tracking MTUM's Rotations Before the Next Rebalance

StockCharts Insider: Tracking MTUM's Rotations Before the Next Rebalance

Before We Dive In... Momentum stocks have been yielding outsized returns over the last few years. Recently, however, they started to unwind. The chip industry was one of its biggest drivers, according to Axios. When the Fed’s June rate decision was announced, investors got spooked. That’s a clean...   READ MORE 

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StockCharts Insider: How DecisionPoint's Four Condition Charts Talk to Each Other

StockCharts Insider: How DecisionPoint's Four Condition Charts Talk to Each Other

Before We Dive In… In the last article, we covered the Trend part of the DecisionPoint Market Scoreboard. The scoreboard has four segments, and they’re meant to be read together. But each segment is already technically rigorous. If you’re new to it, you might find yourself confused. So,...   READ MORE 

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StockCharts Insider: The DecisionPoint Trend Model, Unpacked

StockCharts Insider: The DecisionPoint Trend Model, Unpacked

Before We Dive In… You open your charts on a Monday morning, bad week behind you. And it turns out this one’s worse. Positions are under pressure, with one reversing badly. So you check the indicators. Trend says one thing; momentum says another. Volume’s no help this time....   READ MORE 

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StockCharts Insider: The Insider Guide to Stacking Performance Spreads

StockCharts Insider: The Insider Guide to Stacking Performance Spreads

Before We Dive In… The Performance Spread is a new indicator on StockCharts. It may not look like much at first. Compare a stock to a benchmark; line's up means it’s outperforming, line's down means it’s lagging. Too clean? Many people stop right there,...   READ MORE 

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StockCharts Insider: 10 Screener Mistakes That are Sabotaging Your Trades

StockCharts Insider: 10 Screener Mistakes That are Sabotaging Your Trades

Before We Dive In… Nobody associates stock screeners with lost time, opportunity, and money. But a mishandled screener can deliver those as quickly as it can the opposite. StockCharts’ Screener is a powerful tool, but, if you steer it the wrong way, you’ll end up with either nothing, mismatched...   READ MORE 

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StockCharts Insider: Insider Screener Setups for Swing Traders

StockCharts Insider: Insider Screener Setups for Swing Traders

Before We Dive In… Swing traders operate on relatively narrow time frames. They hold positions for days, maybe a week or more. If you’re looking for swing trading opportunities, fundamentals may be lower on the totem pole of criteria. You’re looking for technical setups, often from different angles....   READ MORE 

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StockCharts Insider: When the Screener Isn't Enough, Convert to Scan

StockCharts Insider: When the Screener Isn't Enough, Convert to Scan

Before We Dive In… StockCharts’ Screener is built for convenience and speed. Simple and straightforward. You’ve got a thesis. You stack indicators. Layers upon layers. You plug it in, results come in fast. You’re in discovery mode. But something’s missing. The presets don’t seem to match...   READ MORE 

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StockCharts Insider: 10 Screener Combos Most Traders Never Think to Build

StockCharts Insider: 10 Screener Combos Most Traders Never Think to Build

Before We Dive In… Stock screen results are only as effective as the filter combinations you put in. Give it something basic, and basic is what you get back. Give it a combination that's unique, and you'll get a result that perhaps others miss. StockCharts'...   READ MORE 

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StockCharts Insider: The Screener That Thinks Like a Market Technician and Fundamental Analyst

StockCharts Insider: The Screener That Thinks Like a Market Technician and Fundamental Analyst

Before We Dive In… There are times when you want to find tradable securities based on a simple premise. You want stocks or ETFs in certain groups exhibiting a few key technical and fundamental characteristics. What you don’t want to do in this early stage is to craft a...   READ MORE 

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StockCharts Insider: A Century of Market Clues, Yours to Decode

StockCharts Insider: A Century of Market Clues, Yours to Decode

Before We Dive In… It’s easy to get too caught up in the present. Especially when it comes to investing. You’ve got news headlines, economic reports, current price moves, and just about everything to distract from what matters most: context. This is an exploitable blind spot, and not...   READ MORE 

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StockCharts Insider: What Every Trader Should Know About Extended Hours, Intraday Charts, and Technical Indicators

StockCharts Insider: What Every Trader Should Know About Extended Hours, Intraday Charts, and Technical Indicators

Before We Dive In… Indicators are designed to help you perceive certain market dynamics more clearly. But first they have to consume data: Price. Volume. These are key ingredients. Extended hours trading changes the recipe. Volume vanishes. Thin trading distorts calculations. Momentum gets magnified. Trends look different.  The math is...   READ MORE 

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StockCharts Insider: How to Think Like a Gold Insider

StockCharts Insider: How to Think Like a Gold Insider

Before We Dive In… Gold has been all over mainstream financial news since 2020. Prior to that, it was a “barbarous relic.” Yesterday’s money. But then the world changed; inflation came back, debt got heavier, currencies looked shakier, geopolitics got uglier. Suddenly, gold became a “hot asset” again. Strange...   READ MORE 

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StockCharts Insider: How to Use MarketCarpet and SCTR to Spot Potential Leaders Early On

StockCharts Insider: How to Use MarketCarpet and SCTR to Spot Potential Leaders Early On

Before We Dive In… There are plenty of tools on StockCharts for tracking emerging leaders. But only one enables you to find them quickly through color codes. Here’s a simple method: pair StockCharts Technical Rank (SCTR) with MarketCarpets. Now you can identify stocks that are rotating from average performance...   READ MORE 

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StockCharts Insider: Measured Moves and the Art of Setting Price Targets

StockCharts Insider: Measured Moves and the Art of Setting Price Targets

Before We Dive In… You spot a clear market pattern. Maybe it’s a smooth upswing and pullback. Maybe it’s a symmetrical triangle, or a rectangle pattern. It’s ideal for a swing trade. You jump in. But once your position’s open, how far can it go? Where’...   READ MORE 

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StockCharts Insider: The Zweig Signals, Hindenburg Omen, and 100+ Indicators You've Probably Overlooked

StockCharts Insider: The Zweig Signals, Hindenburg Omen, and 100+ Indicators You've Probably Overlooked

Before We Dive In… There’s a lesser-known group of indicators most traders have never heard of. Around 122 of them. They track opportunities and risks in ways that most others don’t. And they do it in binary. Yes or no. On or off. There’s no in-...   READ MORE 

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StockCharts Insider: Three Insider Tips for Using Volume-by-Price More Effectively

StockCharts Insider: Three Insider Tips for Using Volume-by-Price More Effectively

Before We Dive In… You see that volume histogram beneath your chart? It holds a lot of insight. Perhaps more than you realize. But not in its default position. First, you have to rotate it. Turn it into a Volume-by-Price indicator. This gives it range across the x...   READ MORE 

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StockCharts Insider: Swing Charting and the Hidden Architecture of Trends

StockCharts Insider: Swing Charting and the Hidden Architecture of Trends

Before We Dive In… Swing charting is one of the models featured in ChartSchool’s Trading Strategies & Models page. It’s a simple concept. But its simplicity is comparable to the bare foundations of an elaborate building. No matter how detailed and ornate a structure, if the foundation is...   READ MORE 

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StockCharts Insider: Why Position Sizing Sometimes Matters More Than Stock Picking

StockCharts Insider: Why Position Sizing Sometimes Matters More Than Stock Picking

Before We Dive In… You invested a lot of money into a bad stock, and you realized it too late. It plunged, and you've taken a huge loss. So, later, you buy a sizable position in a much stronger company. It pulls back, as all stocks do. You...   READ MORE 

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StockCharts Insider: Turn Market News Into Actionable Setups

StockCharts Insider: Turn Market News Into Actionable Setups

Before We Dive In… Whether you trade for the short-term or long-term, the first thing you probably do every morning is check the headlines: CNBC, Bloomberg, Fox Business, or whatever suits you. We all do this, because markets react to information. And we don't want to...   READ MORE 

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StockCharts Insider: The Sector Intelligence Stack

StockCharts Insider: The Sector Intelligence Stack

Before We Dive In… Sectors show the market’s inner rumblings. Money flows in. Money pulls out. Pressure builds beneath the surface. Sectors, and the opportunities they present, are never static. Some opportunities are obvious. Others stay buried in the noise. Following sectors can give you an advantage; if you...   READ MORE 

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StockCharts Insider: The Dark Side of AI Stockpicking

StockCharts Insider: The Dark Side of AI Stockpicking

Before We Dive In… We’re in the early stages of an era defined by artificial intelligence (AI). And while people on the extreme polar ends might characterize AI as either panacea or doom, what we do know, on a more practical level, is that AI is an extraordinarily effective...   READ MORE 

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StockCharts Insider: The Secret to Spotting Actionable Trading Setups Right Now

StockCharts Insider: The Secret to Spotting Actionable Trading Setups Right Now

Before We Dive In… Many traders spend too much time flipping through charts to find the right setup. Sometimes, they’ll find something that looks good, while other times, they get a bunch of duds. But what if that process was backwards? Instead of searching for stocks, what if you...   READ MORE 

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StockCharts Insider: More Than a Tool, This AI Chat Assistant Is a Thinking Upgrade

StockCharts Insider: More Than a Tool, This AI Chat Assistant Is a Thinking Upgrade

Before We Dive In… You want to achieve brilliance? Answers aren’t the best measure. But generating great questions is, at least according to ancient wisdom. This distinction is especially relevant when you’re working with an AI-driven chatbot. The difference between getting the “same old, same old” and...   READ MORE 

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StockCharts Insider: The Hidden Edge Most Traders Miss in the Top Menu

StockCharts Insider: The Hidden Edge Most Traders Miss in the Top Menu

Before We Dive In… We already covered Market Summary basics in a previous article. So, in this installment, we’re going to talk about creating an ecosystem—wiring together all of the parts to make an even more powerful and customizable tool for your workflow. We can also make this...   READ MORE 

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StockCharts Insider: 12 Reasons Alerts Transform Your Market Performance

StockCharts Insider: 12 Reasons Alerts Transform Your Market Performance

Before We Dive In… Many traders who think they have a charting problem actually have more of an attention problem, or even a timing problem. You can have the best chart and indicator setup, but if you still have to check your charts intermittently, you’re operating on a delay....   READ MORE 

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StockCharts Insider: Hidden ChartList Tools That Give You a Sharp Advantage

StockCharts Insider: Hidden ChartList Tools That Give You a Sharp Advantage

Before We Dive In… When you buy a home, you don’t just look at the price and the staged pictures. You check everything from the neighborhood down to the foundation. Yet even though you wouldn’t evaluate a house from just one angle, traders often do exactly that with...   READ MORE 

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StockCharts Insider: ACP vs. SharpCharts—Why Using Both Beats Using One

StockCharts Insider: ACP vs. SharpCharts—Why Using Both Beats Using One

Before We Dive In… StockCharts has two main chart platforms, each powerful in their own right. But what does one do better than the other? What kind of trader or investor is either designed for? Which one better matches your needs? Though both chart the same markets, comparing the two...   READ MORE 

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StockCharts Insider: Build Your Dashboard Cockpit Before Takeoff

StockCharts Insider: Build Your Dashboard Cockpit Before Takeoff

Before We Dive In… Many traders think “edge” comes from methods and indicators. It doesn’t. Edge comes from structure. Structure aligns your scale of observation with your knowledge, tools, and processes. When those elements work together, dynamically and in combination, that’s where edge emerges. If your workspace is...   READ MORE 

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StockCharts Insider: How to Use Retail Sentiment as a Risk Gauge

StockCharts Insider: How to Use Retail Sentiment as a Risk Gauge

Before We Dive In… In a previous article, we went over “smart money” positioning in the market. Now, let’s talk about your fellow retail investors. How are they feeling about the market, and what difference would it make if you were able to track their overall sentiment on a...   READ MORE 

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StockCharts Insider: How to Use the RSI Bullish Range Scan to Find Strong Stocks

StockCharts Insider: How to Use the RSI Bullish Range Scan to Find Strong Stocks

Before We Dive In… Many traders pay attention to only two signals when using the Relative Strength Index (RSI): overbought and oversold. The problem is if you do it that way, you’re focusing on minor clues while missing the bigger picture. Here’s something you might not know: you...   READ MORE