Intermediate 📖 30 min read 📚 Chapter 6 of 8

RSI & Oscillators

Momentum indicators that measure the speed and strength of price movements. Learn to identify overbought/oversold conditions and spot powerful divergence signals.

Intermediate Course
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What Are Oscillators?

Oscillators are momentum indicators that fluctuate between fixed boundaries (usually 0-100). They measure the speed and strength of price movements, helping identify when a trend might be losing steam.

Why "Oscillator"?

The indicator "oscillates" - swings back and forth - between overbought and oversold extremes. Unlike price which can go to infinity, oscillators are bounded, making them easy to interpret.

What Oscillators Measure

📈 Momentum

Rate of change - how fast price is moving

⚡ Strength

Power behind the move - buying vs selling pressure

🔄 Extremes

Overbought/oversold - when moves may be exhausted

⚠️ Divergence

When price and indicator disagree - warning signal

Leading vs Lagging

🎯 Leading Indicators

Try to predict future price movement

  • RSI, Stochastic
  • Give early signals
  • More false signals
  • Best in ranges

🔙 Lagging Indicators

Confirm what's already happening

  • MACD, Moving Averages
  • Signals come later
  • More reliable signals
  • Best in trends

⚠️ Critical Warning

Oscillators can stay overbought/oversold for extended periods in strong trends. Don't blindly sell because RSI is at 80 - in a bull run, it can stay above 80 for weeks. Always consider the trend context.

RSI (Relative Strength Index)

Developed by J. Welles Wilder in 1978, the RSI is the most popular momentum oscillator. It measures the magnitude of recent price changes to evaluate overbought/oversold conditions.

Reading the RSI

70-100
OVERBOUGHT

Strong recent gains

Potential pullback/reversal

Look for short opportunities (in downtrend)

30-70
NEUTRAL

Normal trading range

50 level = equilibrium

Above 50 = bullish bias

Below 50 = bearish bias

0-30
OVERSOLD

Strong recent losses

Potential bounce/reversal

Look for long opportunities (in uptrend)

RSI Settings for Different Styles

Period Sensitivity Best For OB/OS Levels
7 Very High Scalping, day trading 80/20
14 Standard All-purpose (default) 70/30
21 Low Swing trading 70/30 or 65/35
28 Very Low Position trading 60/40

RSI Trading Signals

1. Overbought/Oversold

Basic: Buy when RSI drops below 30 and turns up. Sell when RSI rises above 70 and turns down.

Better: Wait for RSI to exit the zone (cross back above 30 or below 70) for confirmation.

2. Centerline Cross (50)

RSI crossing above 50 = bullish momentum building

RSI crossing below 50 = bearish momentum building

Use as trend filter: only take longs when RSI > 50

3. Failure Swings

Bullish: RSI enters oversold, bounces, pulls back (but stays above 30), then breaks the bounce high

Bearish: RSI enters overbought, drops, rallies (but stays below 70), then breaks the drop low

💡 Pro Tip: Trend-Adjusted Levels

In strong uptrends, RSI rarely drops below 40. Consider using 80/40 instead of 70/30.

In strong downtrends, RSI rarely rises above 60. Consider using 60/20 instead of 70/30.

Stochastic Oscillator

The Stochastic compares closing price to its price range over a period. It shows where price closed relative to the high-low range - useful for timing entries.

Stochastic at a Glance

Range 0 - 100
Default 14, 3, 3
Overbought Above 80
Oversold Below 20

The Two Lines

%K Line (Fast)

The main line - more reactive

Usually displayed as a solid line

%D Line (Slow)

3-period SMA of %K - smoother

Usually displayed as a dotted line

Crossovers with %K generate signals

Stochastic Signals

🟢 Buy Signals

  • Both lines below 20 (oversold)
  • %K crosses ABOVE %D
  • Lines turning up from oversold

🔴 Sell Signals

  • Both lines above 80 (overbought)
  • %K crosses BELOW %D
  • Lines turning down from overbought

Fast vs Slow Stochastic

Fast Stochastic

Uses raw %K and %D

  • More signals
  • More noise/whipsaws
  • For very short-term trading

Slow Stochastic ✓

%K is smoothed, %D is SMA of smoothed %K

  • Cleaner signals
  • Less whipsaws
  • Recommended for most traders

MACD (Moving Average Convergence Divergence)

MACD is a trend-following momentum indicator. It shows the relationship between two EMAs and can identify trend direction, momentum, and potential reversals.

MACD at a Glance

Range No limits
Default 12, 26, 9
Zero Line Key level
Type Lagging

MACD Components

MACD Line

12 EMA minus 26 EMA

Shows momentum direction

Signal Line

9 EMA of MACD Line

Smoother - generates crossover signals

Histogram

MACD minus Signal Line

Shows distance between lines (momentum strength)

Zero Line

Where MACD = 0 (12 EMA = 26 EMA)

Trend direction reference

MACD Signals

1. Signal Line Crossover

Bullish: MACD crosses above Signal Line

Bearish: MACD crosses below Signal Line

Most common trading signal

2. Zero Line Crossover

Bullish: MACD crosses above zero (12 EMA > 26 EMA)

Bearish: MACD crosses below zero (12 EMA < 26 EMA)

Confirms trend direction change

3. Histogram

Expanding: Momentum increasing - trend strengthening

Contracting: Momentum decreasing - potential reversal

Watch for histogram divergence with price

📊 MACD Crossover Strategy

Buy: MACD crosses above Signal Line + MACD above zero
Sell: MACD crosses below Signal Line + MACD below zero
Stop Loss: Recent swing low/high
Exit: Opposite crossover or histogram reversal

Divergence Trading

Divergence occurs when price and an oscillator disagree - one makes a new high/low while the other doesn't. It's one of the most powerful warning signals in technical analysis.

🏆 Why Divergence Matters

Divergence shows that momentum is weakening even as price continues in its current direction. It's like a car slowing down before stopping - price hasn't reversed yet, but the engine is losing power.

Types of Divergence

🟢 Regular Bullish Divergence

Price: Lower Low ↘
RSI: Higher Low ↗

Meaning: Downtrend losing momentum, potential reversal UP

Trade: Look for long entry after confirmation

🔴 Regular Bearish Divergence

Price: Higher High ↗
RSI: Lower High ↘

Meaning: Uptrend losing momentum, potential reversal DOWN

Trade: Look for short entry after confirmation

🟡 Hidden Bullish Divergence

Price: Higher Low ↗
RSI: Lower Low ↘

Meaning: Pullback in uptrend ending, trend continuation

Trade: Buy the pullback

🟠 Hidden Bearish Divergence

Price: Lower High ↘
RSI: Higher High ↗

Meaning: Rally in downtrend ending, trend continuation

Trade: Sell the rally

Divergence Trading Rules

1

Never trade divergence alone. Always wait for price confirmation (trend line break, candlestick pattern, etc.)

2

Higher timeframes = stronger signals. Daily divergence is more reliable than 15-minute divergence.

3

Regular divergence = reversal. Hidden divergence = continuation. Know the difference.

4

Multiple oscillator confirmation. RSI + Stochastic both showing divergence = stronger signal.

5

Divergence can persist. Don't front-run - wait for the actual turn.

⚠️ Triple Divergence

If you see divergence, then divergence again, then divergence a third time - the signal gets stronger but also suggests strong trend. The third divergence often marks the actual reversal point.

Oscillator Trading Strategies

Strategy 1: RSI + Support/Resistance

🎯 High-Probability Reversal Setup

Look for confluence of:

  1. Price at major support/resistance level
  2. RSI in overbought/oversold zone
  3. Candlestick reversal pattern forming
Example - Long Setup:

EUR/USD at 1.0800 support (tested 3 times before)

RSI at 28 (oversold)

Hammer candle forms

→ High probability long entry

Strategy 2: RSI 50 Level (Trend Trading)

📈 RSI as Trend Filter

Only LONG when:

RSI is above 50 (bullish momentum)

Enter on pullbacks to 50 level

Only SHORT when:

RSI is below 50 (bearish momentum)

Enter on rallies to 50 level

This keeps you aligned with momentum. Don't fight RSI direction.

Strategy 3: Stochastic + Trend

🔄 Pullback Entry with Stochastic

Trend: Price above 200 MA (uptrend)
Setup: Price pulls back, Stochastic enters oversold (<20)
Entry: %K crosses above %D from oversold
Stop: Below the pullback low
Target: Previous swing high or 2:1 R:R

Strategy 4: MACD + RSI Combination

⚡ Dual Oscillator Confirmation

Strong Buy Signal:
  • MACD crosses above signal line
  • MACD above zero line
  • RSI above 50 (and/or leaving oversold)
Strong Sell Signal:
  • MACD crosses below signal line
  • MACD below zero line
  • RSI below 50 (and/or leaving overbought)

Common Mistakes to Avoid

1

Trading Against the Trend

Just because RSI is overbought doesn't mean sell. In uptrends, overbought can stay overbought. Always consider the bigger picture.

2

Using Default Settings Blindly

RSI 14 works, but RSI 7 or RSI 21 might work better for your trading style and timeframe. Test different settings.

3

Ignoring Price Action

Oscillators are secondary to price. A RSI buy signal at resistance is likely to fail. Always check what price is doing first.

4

Overcomplicating

Using 5 oscillators at once creates confusion. Pick 1-2 and master them. RSI alone is enough for most traders.

Key Takeaways

1

Oscillators measure momentum - the speed and strength of price movements.

2

RSI above 70 = overbought, below 30 = oversold - but strong trends can stay extreme.

3

Stochastic crossovers (%K crossing %D) generate entry signals, especially from extremes.

4

MACD is trend-following - use for confirmation rather than early signals.

5

Divergence is powerful - price and oscillator disagreement warns of potential reversals.

6

Always combine with price action - oscillators confirm, they don't lead.

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Moving Averages

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Chart Patterns

Head & shoulders, triangles, wedges - the visual language of markets.

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