Public trading strategy
Jamie Dimon sees echoes of 2007 — fade the bank rally as the cycle peaks
Created
Thesis
When a major bank CEO explicitly compares today's market conditions to 2007—the calm before the catastrophic 2008 storm—it signals that the upside from current record profits is severely capped. Add in escalating global trade tensions from new 25% tariffs, which directly threaten economic growth and loan repayment ability, and you have a recipe for a sector-wide pullback. Financial stocks are uniquely exposed to both a slowing economy and the market panic currently wiping out tech valuations.
Strategy approach
Build a swing-trading strategy on D1 timeframe that shorts XLF (Financial Select Sector SPDR). Entry conditions: price closes below its 20-day simple moving average (SMA) after a VIX spike of >15% week-over-week, accompanied by a widening of high-yield bond spreads (using JNK or HYG as a proxy by hitting a 20-day low). Exit: 10-trading-day max hold or 4% take-profit, with a tight 3% hard stop.
Markets and timeframes
Latest published rule evaluation
Evaluated . This is a dated rule snapshot, not a live price or trade execution confirmation.
JPM · 1d
6 of 9 published entry conditions marked met.
- Price below SMA (20) — near
- ADX (14) above 25 — met
- ROC (5) above 0.5 — met
- Price below SMA (20) — near
- ADX (14) above 25 — met
- ROC (5) above 0.5 — met
- Price below SMA (20) — near
- ADX (14) above 25 — met
- ROC (5) above 0.5 — met
- RSI (14) above 40 — met
- RSI (14) above 40 — met
- RSI (14) above 40 — met
KBE · 1d
0 of 9 published entry conditions marked met.
- Price below SMA (20) — near
- ADX (14) above 25 — far
- ROC (5) above 0.5 — far
- Price below SMA (20) — near
- ADX (14) above 25 — far
- ROC (5) above 0.5 — far
- Price below SMA (20) — near
- ADX (14) above 25 — far
- ROC (5) above 0.5 — far
- RSI (14) above 40 — met
- RSI (14) above 40 — met
- RSI (14) above 40 — met
XLF · 1d
6 of 9 published entry conditions marked met.
- Price below SMA (20) — met
- ADX (14) above 25 — met
- ROC (5) above 0.5 — far
- Price below SMA (20) — met
- ADX (14) above 25 — met
- ROC (5) above 0.5 — far
- Price below SMA (20) — met
- ADX (14) above 25 — met
- ROC (5) above 0.5 — far
- RSI (14) above 40 — far
- RSI (14) above 40 — far
- RSI (14) above 40 — far
Entry and exit at a glance
These are the named rules in the shared configuration. Review the full conditions below before using a strategy.
- Entry: SMA/ADX/ROC Crossover Long (XLF@1d) (4 conditions)
- Entry: SMA/ADX/ROC Crossover Long (JPM@1d) (4 conditions)
- Entry: SMA/ADX/ROC Crossover Long (KBE@1d) (4 conditions)
- Entry: SMA/ADX/ROC Crossover Long (HYG@1d) (4 conditions)
- Entry: SMA/ADX/ROC Crossover Long (JNK@1d) (4 conditions)
- Exit: Position Exit Rule (XLF@1d) (2 conditions)
- Exit: Position Exit Rule (JPM@1d) (2 conditions)
- Exit: Position Exit Rule (KBE@1d) (2 conditions)
- Exit: Position Exit Rule (HYG@1d) (2 conditions)
- Exit: Position Exit Rule (JNK@1d) (2 conditions)
- Exit: SL: Below Support[2] (XLF@1d) (1 condition)
- Exit: SL: Below Support[2] (JPM@1d) (1 condition)
- Exit: SL: Below Support[2] (KBE@1d) (1 condition)
- Exit: SL: Below Support[2] (HYG@1d) (1 condition)
- Exit: SL: Below Support[2] (JNK@1d) (1 condition)
- Exit: TP: Near Resistance[1] (XLF@1d) (1 condition)
- Exit: TP: Near Resistance[1] (JPM@1d) (1 condition)
- Exit: TP: Near Resistance[1] (KBE@1d) (1 condition)
- Exit: TP: Near Resistance[1] (HYG@1d) (1 condition)
- Exit: TP: Near Resistance[1] (JNK@1d) (1 condition)
- Exit: Stop Loss at 2.4% (1 condition)
- Exit: Take Profit at 4.8% (1 condition)
Shared strategy rules
Rule configuration
{
"data_dependencies": [
{
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
{
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
{
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
{
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
{
"symbol": "STOCK:JNK",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_xlf",
"name": "SMA/ADX/ROC Crossover Long (XLF@1d)",
"priority": 1,
"trade_symbol": "STOCK:XLF"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_jpm",
"name": "SMA/ADX/ROC Crossover Long (JPM@1d)",
"priority": 2,
"trade_symbol": "STOCK:JPM"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_kbe",
"name": "SMA/ADX/ROC Crossover Long (KBE@1d)",
"priority": 3,
"trade_symbol": "STOCK:KBE"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_hyg",
"name": "SMA/ADX/ROC Crossover Long (HYG@1d)",
"priority": 4,
"trade_symbol": "STOCK:HYG"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_jnk",
"name": "SMA/ADX/ROC Crossover Long (JNK@1d)",
"priority": 5,
"trade_symbol": "STOCK:JNK"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_xlf",
"name": "Position Exit Rule (XLF@1d)",
"priority": 1,
"purpose": "signal",
"target_symbol": "STOCK:XLF"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_jpm",
"name": "Position Exit Rule (JPM@1d)",
"priority": 2,
"purpose": "signal",
"target_symbol": "STOCK:JPM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_kbe",
"name": "Position Exit Rule (KBE@1d)",
"priority": 3,
"purpose": "signal",
"target_symbol": "STOCK:KBE"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_hyg",
"name": "Position Exit Rule (HYG@1d)",
"priority": 4,
"purpose": "signal",
"target_symbol": "STOCK:HYG"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_jnk",
"name": "Position Exit Rule (JNK@1d)",
"priority": 5,
"purpose": "signal",
"target_symbol": "STOCK:JNK"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_xlf",
"name": "SL: Below Support[2] (XLF@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:XLF"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_jpm",
"name": "SL: Below Support[2] (JPM@1d)",
"priority": 98,
"purpose": "take_profit",
"target_symbol": "STOCK:JPM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_kbe",
"name": "SL: Below Support[2] (KBE@1d)",
"priority": 99,
"purpose": "take_profit",
"target_symbol": "STOCK:KBE"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_hyg",
"name": "SL: Below Support[2] (HYG@1d)",
"priority": 100,
"purpose": "take_profit",
"target_symbol": "STOCK:HYG"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_jnk",
"name": "SL: Below Support[2] (JNK@1d)",
"priority": 101,
"purpose": "take_profit",
"target_symbol": "STOCK:JNK"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_xlf",
"name": "TP: Near Resistance[1] (XLF@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:XLF"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_jpm",
"name": "TP: Near Resistance[1] (JPM@1d)",
"priority": 101,
"purpose": "stop_loss",
"target_symbol": "STOCK:JPM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_kbe",
"name": "TP: Near Resistance[1] (KBE@1d)",
"priority": 102,
"purpose": "stop_loss",
"target_symbol": "STOCK:KBE"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_hyg",
"name": "TP: Near Resistance[1] (HYG@1d)",
"priority": 103,
"purpose": "stop_loss",
"target_symbol": "STOCK:HYG"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_jnk",
"name": "TP: Near Resistance[1] (JNK@1d)",
"priority": 104,
"purpose": "stop_loss",
"target_symbol": "STOCK:JNK"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2.4123333333333337
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.4%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 4.824666666666667
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 4.8%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 20,
"method": {
"resistance_stop_rank": 1,
"risk_percent": 2.4123333333333337,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Indicator configuration
{
"indicators": [
{
"name": "sma",
"period": 20
},
{
"name": "roc",
"period": 5
},
{
"name": "rsi",
"period": 14
},
{
"name": "adx",
"period": 14
},
{
"name": "sma",
"period": 20
},
{
"name": "roc",
"period": 5
},
{
"name": "rsi",
"period": 14
},
{
"name": "adx",
"period": 14
},
{
"name": "sma",
"period": 20
},
{
"name": "roc",
"period": 5
},
{
"name": "rsi",
"period": 14
},
{
"name": "adx",
"period": 14
},
{
"name": "sma",
"period": 20
},
{
"name": "roc",
"period": 5
},
{
"name": "rsi",
"period": 14
},
{
"name": "adx",
"period": 14
},
{
"name": "sma",
"period": 20
},
{
"name": "roc",
"period": 5
},
{
"name": "rsi",
"period": 14
},
{
"name": "adx",
"period": 14
}
]
}Parsed strategy
{
"data_dependencies": [
{
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
{
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
{
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
{
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
{
"symbol": "STOCK:JNK",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_xlf",
"name": "SMA/ADX/ROC Crossover Long (XLF@1d)",
"priority": 1,
"trade_symbol": "STOCK:XLF"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_jpm",
"name": "SMA/ADX/ROC Crossover Long (JPM@1d)",
"priority": 2,
"trade_symbol": "STOCK:JPM"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_kbe",
"name": "SMA/ADX/ROC Crossover Long (KBE@1d)",
"priority": 3,
"trade_symbol": "STOCK:KBE"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_hyg",
"name": "SMA/ADX/ROC Crossover Long (HYG@1d)",
"priority": 4,
"trade_symbol": "STOCK:HYG"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 25
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_below",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"indicator": {
"name": "roc",
"period": 5
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 0.5
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_jnk",
"name": "SMA/ADX/ROC Crossover Long (JNK@1d)",
"priority": 5,
"trade_symbol": "STOCK:JNK"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_xlf",
"name": "Position Exit Rule (XLF@1d)",
"priority": 1,
"purpose": "signal",
"target_symbol": "STOCK:XLF"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_jpm",
"name": "Position Exit Rule (JPM@1d)",
"priority": 2,
"purpose": "signal",
"target_symbol": "STOCK:JPM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_kbe",
"name": "Position Exit Rule (KBE@1d)",
"priority": 3,
"purpose": "signal",
"target_symbol": "STOCK:KBE"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_hyg",
"name": "Position Exit Rule (HYG@1d)",
"priority": 4,
"purpose": "signal",
"target_symbol": "STOCK:HYG"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 10
}
}
],
"enabled": true,
"id": "exit_1_jnk",
"name": "Position Exit Rule (JNK@1d)",
"priority": 5,
"purpose": "signal",
"target_symbol": "STOCK:JNK"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_xlf",
"name": "SL: Below Support[2] (XLF@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:XLF"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_jpm",
"name": "SL: Below Support[2] (JPM@1d)",
"priority": 98,
"purpose": "take_profit",
"target_symbol": "STOCK:JPM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_kbe",
"name": "SL: Below Support[2] (KBE@1d)",
"priority": 99,
"purpose": "take_profit",
"target_symbol": "STOCK:KBE"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_hyg",
"name": "SL: Below Support[2] (HYG@1d)",
"priority": 100,
"purpose": "take_profit",
"target_symbol": "STOCK:HYG"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_2_jnk",
"name": "SL: Below Support[2] (JNK@1d)",
"priority": 101,
"purpose": "take_profit",
"target_symbol": "STOCK:JNK"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:XLF",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_xlf",
"name": "TP: Near Resistance[1] (XLF@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:XLF"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JPM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_jpm",
"name": "TP: Near Resistance[1] (JPM@1d)",
"priority": 101,
"purpose": "stop_loss",
"target_symbol": "STOCK:JPM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KBE",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_kbe",
"name": "TP: Near Resistance[1] (KBE@1d)",
"priority": 102,
"purpose": "stop_loss",
"target_symbol": "STOCK:KBE"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:HYG",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_hyg",
"name": "TP: Near Resistance[1] (HYG@1d)",
"priority": 103,
"purpose": "stop_loss",
"target_symbol": "STOCK:HYG"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:JNK",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_3_jnk",
"name": "TP: Near Resistance[1] (JNK@1d)",
"priority": 104,
"purpose": "stop_loss",
"target_symbol": "STOCK:JNK"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2.4123333333333337
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.4%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 4.824666666666667
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 4.8%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 20,
"method": {
"resistance_stop_rank": 1,
"risk_percent": 2.4123333333333337,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Strategy instructions
Trading agent generated from recommendation idea 'Jamie Dimon sees echoes of 2007 — fade the bank rally as the cycle peaks'. Thesis: When a major bank CEO explicitly compares today's market conditions to 2007—the calm before the catastrophic 2008 storm—it signals that the upside from current record profits is severely capped. Add in escalating global trade tensions from new 25% tariffs, which directly threaten economic growth and loan repayment ability, and you have a recipe for a sector-wide pullback. Financial stocks are uniquely exposed to both a slowing economy and the market panic currently wiping out tech valuations.
Performance
No trade count, win rate, or realized P&L figures are provided in this public preview. The thesis and shared rules do not establish a performance record.
What this public preview can establish
- The dated rule snapshot above shows the conditions evaluated at that time. It does not prove a current trigger or executed trade.
- Technical strategy fields are shared above. Inspect the actual conditions and check when they were evaluated before relying on them.
- No trade count, win rate, or P&L figure is published in this preview. It cannot establish a performance record.
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