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James McCarthy

A Master’s degree holder, James started trading in his early 20’s as a private investor with no professional investment background. From the outset he was focused entirely on technical analysis and risk management. His trading methodology evolved on this basis.

His success in trading led him to join a private family office and from there he devised the trading system that is now The Flying Stocksman.

The key to James’s success is patience. This can be seen not only in his trading life but also in his pastimes where he is to be found either opening the batting, poaching a goal, waiting for a wave to surf or building a model railway.

Andy Bartles

A former CEO of a regulated investment management firm, through technical analysis Andy called the 1999 NASDAQ top, and the 2001 and 2008 crashes. Andy’s views are sought by many in the UK financial industry and he currently acts as an adviser to two of the largest investment firms in their fields in the UK.

Andy’s attitude to life can be summed up by the title of Paul Arden’s book, “Whatever you are thinking, think the opposite”.

The Name

Both James and Andy have an unbridled passion for steam locomotives. In the short amount of spare time he has, James enjoys nothing more than building model railway layouts.

As for Andy, his grandad knew one of The Flying Scotsman’s owners.

Combing their love for steam and their love for markets, the name The Flying Stocksman was born.

The Cloud’s History

The history of The Flying Stocksman cloud goes back to the 1990’s. Andy’s investment partner came up with an idea to eliminate the subjective elements involved in technical analysis using a combination of indicators.

These indicators helped call the 1999 Nasdaq top and in late 2000 and prior to the Bear Stearns bankruptcy in 2007, took Andy out of the equity markets prior to the stock market crashes that then ensued.

In 2016 Andy started to mentor James, who he believed had a rare talent for trading and investing. The first thing Andy did was show James the system he used. The second thing he did was hand him a copy of “Marber on Markets”, which in Andy’s view is the best book on technical analysis and markets ever written.

James’s brief was simple. Look at the system and read Marber. Then use this to refine and improve the trading analysis. Between 2016 and 2018 James made several adjustments and traded the system with spectacular results.

But Andy was not finished. The results were on the back of constant trading and constant monitoring of markets. Andy had always had in mind an analytical system which ordinary people, as well as experienced investors, could use and would assist them with making better investment decisions.

Like all of Andy’s ideas, this was nothing new and was “borrowed” from elsewhere. In this instance it was the “Turtles” in Jack Schwager’s “Market Wizards” that gave him the idea.

In 2018 James set about the task and by 2019 he had completed it. In the same year, The Flying Stocksman began to tweet their analysis on Twitter via @flyingstocksman to share with others the results.

Behind the Cloud

The cloud is a mixture of momentum and moving average indicators designed to take advantage of longer-term market movements either up or down.

The cloud is born out of five primary requirements:

  1. To develop a strategy that is not subjective and limits the temptation of finding confirmation bias.
  2. To develop a trading and investment analysis system which would assist with strict risk management.
  3. To develop a system which would help prevent over-trading.
  4. To develop a system which would help reduce stress.
  5. Equally, to develop a method that was realistically manageable alongside, a full- time job, hobbies, interests, and commitments to family and friends.

How Do Subscribers Use our Analysis?

At TFS we are purely an information service, we do not provide advice of any kind under any circumstances.

It is interesting to find how people use our analysis and here are 4 typical examples.

  1. An experienced investor, formerly a manager of an equity and option desk in the City, sells call options against stock positions he holds in his portfolio. If the stock is in “Buy” on our system he reduces his call option exposure, if it is in “Sell” he increases it.
  2. An experienced investor investing for himself, who works within the financial services, does his own research. He will then look at our system as a final piece of analysis before committing to the position and make a note of the level at which we would exit.
  3. An inexperienced investor was long of a stock and the position was going against him. He looked at the levels our analysis provided, and this gave him both the confidence to hold the position, and the ability to set a clearly defined parameter for his stop-loss.
  4. With so many assets to look at, several investors use our analysis as a filter, to choose which type of investment or sector to invest in.