Identify changes in trends, intermarket relationships, sentiment, or market conditions that allows you to outperform on a risk adjusted basis
QUANTITATIVE SYSTEMS DEVELOPMENT
The tools you need to take your quantitative research from idea generation to signal-testing and performance analysis.
Learn how to develop a repeatable process for making decisions about important issues such as investment mix and asset allocation, or balancing risk against performance.
APPLIED BEHAVIORAL FINANCE
Understanding the nature of markets is dependent on your understanding of the nature of irrational market participants.
Live webcasts in 2018 Educational Web Series
Hours of Archival Video Video Series
Hours added in 2018
Total Issues Journal Of Technical Analysis
New jobs posted monthly Job Board
Publish Your Research
The New York Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, October 22, 2019. We are pleased to have Sam Stovall as our guest speaker.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs
Sam Stovall, CFP
Chief Investment Strategist
The Rules Rule! (Rules-Based ETF Rotation Strategies that Beat the Market)
Emotions are an investor’s worst enemy, causing them to buy at the top, sell at the bottom, and play “whack a mole” in between. However, history shows that by embracing a rules-based investment approach, one can extract their emotions from the investment process, improve performance, and reduce volatility.
Sam Stovall will discuss market-beating sector-rotation strategies that leverage seasonality, momentum and correlation. For instance, “Sell in May and Go Away” is more than an old Wall Street axiom that reminds investors of summertime softness. It also shows that rotating among sectors, rather than retreating from stocks entirely, would have beaten the market by more than 500 basis points per year. Come hear Sam talk about whether investors should “let their winners ride” by investing in last year’s top performing S&P 500 sub-industries or “buy low and sell high” by constructing a portfolio of last year’s worst performing groups. Finally, he will show us that pairing tech – the best performing sector over the past 20 years – with a less volatile group not only substantially reduced volatility but also improved results.
You must register before 2:00PM on 10/22/2019 to get through Security in the Lobby.
Free to members and non-members.
The efficient portfolio is the one that has the highest return vs. risk (volatility) taken. The most efficient portfolio is a moving target because prices, correlations and volatility are dynamic. We will introduce how an efficient portfolio can be constructed and maintained through the use of technical analysis principles.
The Richmond Chapter of the CMT Association and CAIA Association welcomes you to our next event on Wednesday, October 23, 2019. We are pleased to have John Ellison as our guest speaker.
We encourage you to bring clients or colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Cody Tafel, CMT
Building A Robust Process for Trading Financial Markets
John Ellison, CFA
Managing Member, Richmond Quantitative Advisors
University of Richmond
Robins School of Business
102 UR Drive
Free to members and non-members
The Northern Ohio Chapter of the CMT Association welcomes you to our next event on Thursday, October 24, 2019. We are pleased to have JC Parets as our guest speaker for this event.
We encourage you to invite clients or colleagues interested in technical analysis to this presentation. We hope to see you there!
Greg Harmon, CMT CFA
Steve Muir, CMT CFA
Patrick McKenna, CMT
Northern Ohio Chapter Chairs
Kevin Pietrzyk, CFTe
Northern Ohio Chapter Liaison
JC Parets, CMT
Founder, All Star Charts
Using a Top/Down Intermarket Approach To Buy Stocks
JC will walk you through his top/down intermarket approach to find stocks showing momentum and relative strength. This will increase the probabilities of success and help you identify asymmetrical risk vs reward opportunities skewed in your favor. The presentation will begin with a global macro review, followed by a look at the intermarket complex and then will move more towards the sector and individual stock level. A Weight-of-the-evidence approach to markets will be the main focus. There will be time left for Q&A so bring your best questions!
LOCATION – NEW
Strategic Wealth Partners
5005 Rockside Road #1200
Independence, OH 44131
$10 for CMT & CFA members; $20 for non-members
Trade Ideas Summit 2019 – Investing & Trading Talks from the Experts
Join us at the annual Trade Ideas Summit where we gather a group of financial and investing thought leaders for a series of talks, lively panel discussion, catered breakfast, lunch, and networking happy hour to finish it off.
8:30AM Check in / breakfast
9:30AM Dan Mirkin — Welcome
9:40AM David Aferiat — State of industry
9:50AM Peter Mulmat — Small Exchange
10:20AM Steve Stazza and Tom Bruni — Allstar Charts
11:10AM Paul Bratby — FifthWave
11:40AM Tyler Wood — CMT Association
1:30PM Sean McLaughlin or David Aferiat — FinTech announcements
1:40PM Don Hensley — Sprint Trader sponsor
2:00PM Jeff Macke — Jeff Macke
2:50PM Theresa Carey — Theresa Carey
3:20PM Brian Shannon — Alphatrends
3:50PM Brian Shannon — Q&A
4:00PM Panelists — Jane Gallina | Brian Lund | Anthony Joseph | Andrew Aziz | Patrick Weiland
5:00PM Happy Hour
October 26, 2019
The University Club atop Symphony Towers
750 B St Suite 3400
San Diego, CA 92101
*CMT Association special RSVP price of $50 limited to 20 uses. Please refer to the CMT Discount Page for Discount Code.
Full price tickets are $275.
The UK Chapter of the CMT Association invites you to our meeting Monday, October 28, 2019. We are pleased to have Ralph Acampora as our guest speaker.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We look forward to seeing you there!
UK Chapter Chair
The Market Between Now And Year End
Due to so many unknowns surrounding the stock market these days, it’s best to be disciplined and to react to the global markets’ technical signals.
Ralph Acampora, CMT
Managing Director & Senior Technical Research Analyst
London EC3A 7BX
Free to members and non-members