Fundamentals matter – but not in the way many traders think. Brian doesn’t use fundamentals to predict price. He uses them to understand what might be influencing market psychology.
Price is still the final decision-maker.
Each morning, Brian reviews headlines not to form opinions, but to understand what information participants are reacting to.
• Headlines shape expectations and sentiment
• Earnings and revenue growth attract attention
• Awareness helps explain why certain stocks are in focus
Fundamentals help explain interest, not direction.
Both fundamentals and technicals answer the same question: what should I be paying attention to?
• Fundamentals highlight where participation may increase
• Technicals show where buyers and sellers are actually acting
• Neither is a buy signal on its own
They provide awareness – not instructions.
Strong fundamentals can attract a large group of participants, but that doesn’t guarantee higher prices.
Interest does not equal upside.
Brian applies the same discipline to fundamentals as he does to indicators like VWAP.
• A stock pulling back to VWAP is interesting, not actionable
• A strong earnings report is notable, not a buy trigger
• Price confirmation is always required
Nothing is bought just because it touches a “magic number.”
Trading based solely on good news or strong fundamentals often leads to poor timing. Markets frequently price in information long before it becomes obvious.
• Fundamentals shape psychology, not price
• Awareness matters more than opinions
• Participation does not guarantee direction
• Price action always has the final word
Fundamentals tell you what to watch. Price tells you what to do.