Learning Resources

Web Series

The Educational Web Series is a one hour online lecture that covers an aspect of active investment management. With the CMT Association mission focused on advancing the discipline of technical analysis, we tend to feature presentations which focus on rules-based strategies, intermarket relationships and macro analysis, volatility, and approaches to managing market risk.

All presentations are focused on educational, not commercial content. The entire webcast runs for approximately one hour, with the presentation typically lasting for 45-50 minutes and the remaining 10-15 minutes reserved for a live Q&A session. In the past the CMT Association has hosted world-renowned investment professionals such as Martin Pring, Ned Davis, Dennis Gartman, Thomas Dorsey, Charles Kirkpatrick, CMT, and Ralph Acampora, CMT.

Upcoming Webcast Schedule

February

What should you expect as a candidate in the CMT Program?  What is the best way to create a plan of study?  How does the curriculum, analytical skill set, and credential fit into your career?  Join Stanley Dash, CMT for insights into the process of earning your CMT charter.  Stan is a long-time practitioner and educator and recently joined the CMT Association staff as CMT Program Director.  He will cover such topics as:

• The 2018 curriculum
• How the curriculum is kept up-to-date
• Making a study plan
• The CMT Candidate Network – support from your peers
• Membership in the CMT Association

Achieving a globally-recognized mark of distinction is not without its challenges; but with the right approach and effort, the returns in both knowledge and recognition from the CMT can be substantial.

March

What should you expect as a candidate in the CMT Program?  What is the best way to create a plan of study?  How does the curriculum, analytical skill set, and credential fit into your career?  Join Stanley Dash, CMT for insights into the process of earning your CMT charter.  Stan is a long-time practitioner and educator and recently joined the CMT Association staff as CMT Program Director.  He will cover such topics as:

• The 2018 curriculum
• How the curriculum is kept up-to-date
• Making a study plan
• The CMT Candidate Network – support from your peers
• Membership in the CMT Association

Achieving a globally-recognized mark of distinction is not without its challenges; but with the right approach and effort, the returns in both knowledge and recognition from the CMT can be substantial.

April

This webcast will walk through how portfolio managers can incorporate quantitative technical analysis to determine portfolio construction, position sizing, and risk management.  A high-level framework explaining technical factors of return, risk, and diversification will be presented with the goal of generating target security weights, tolerance bands, and trading actions.

June

A guide for building active strategies using a suite of charting tools. It’s a mosaic approach. The process will merge macro and technical, gather relevant sources and determine appropriate timing. 

Video Archives

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Journal of Technical
Analysis

The mission of the Journal of Technical Analysis (JOTA) is to advance the knowledge and understanding of technical analysis through the publication of well-crafted, high-quality research in all areas of technical analysis. Our success depends upon the time, energy and commitment of authors and researchers who expand our understanding of the market and fuel innovation and new applications of our discipline. Now in its 67th issue over 35 years, the JOTA is the premier peer-reviewed publication for technical analysts.

Features of the Journal include:

  • Research articles accessible by, and of special interest to, practitioners
  • Survey and synthesis articles that provide an understanding of the current state of practice in a particular area
  • Clinical/case studies of high interest and benefit to the profession
  • Tutorials of interest to both academics and practitioners
  • Practitioner surveys
  • Reviews of business/finance books of interest to practitioners

Published by the Chartered Market Technicians Association (CMT Association), the JOTA is designed to reflect the professional interests of the global membership of the CMT Association. Papers submitted for consideration are subjected to a double-blind review process by at least two experts who provide feedback regarding the accuracy of the work producing objective and unbiased peer reviews.

If you have any questions about the JOTA, are considering submitting an article for a future issue, or would like to serve as a reviewer, please contact Journal@mta.org

Journal of Technical Analysis

Past Issues

Technically Speaking

Technically Speaking magazine is a monthly periodical distributed to the MTA membership in digital format. Technically Speaking highlights a variety of topics in market analysis, asset management, and trading. The magazine features articles, techniques and research written by members of the MTA and wider financial community, book reviews, and

interviews with recognized industry professionals. Technically Speaking actively sources new material to highlight each month. If you are interested in submitting your work, please email editor@cmtassociation.org

Technically Speaking Magazine

Past Issues

The CMT Educational
Foundation Library
at Baruch College

The MTAEF library is located at the Newman Library in Baruch College, located at 151 E. 25th Street, New York City, NY 10010.The collection of more than 4,000 books and growing is listed below, arranged alphabetically by author. The library also contains the cycle library, given to us by the Foundation for the Study of Cycles.

The library is open to all CMT Association members, as well as students and faculty of Baruch College, all CUNY students and faculty, and students and faculty of all University Interlibrary members.

How do I access the MTAEF Library?

On-line

Go to the Baruch Library website:

http://www.baruch.cuny.edu/library/#

  1. Go to Library Home Page
  2. Choose “Books” and click “Advanced Search”
  3. Select “Command Search” and use WCL – Library Code:
    WCL = CMT Association

In-person

The MTAEF collection is housed separately from the rest of the Newman collection and secured, so an appointment is needed to browse the collection. An appointment can be made by contacting the Interlibrary Loan office at illbb@baruch.cuny.edu, in advance.

The library hours can be found at:
http://www.baruch.cuny.edu/library/about/hours.html

However, it is best to arrange a visit during normal business hours, 10:00 AM to 5:00 PM, Monday through Friday as Baruch Security has to be notified and a staff member is required for physical access to the library.

How do I borrow a book?

Books may be borrowed for six weeks by members, with one renewal, by notifying the CMT Association office, which will make the arrangements with Baruch. Shipping costs outside the US are very high and it is most likely more cost effective for you to obtain the book directly from a local bookstore, Amazon or a local library.

The books will be shipped by UPS, members are expected to pay for shipping.  Contact the CMT Association office at 646-652-3300 with any questions.

Knowledge Base

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