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Charlie Bilello, CMT

Charlie Bilello, CMT

Charlie Bilello, who holds the Chartered Market Technician (CMT) designation, is the Director of Research at Pension Partners, LLC, where he is responsible for strategy development, investment research and communicating the firm’s investment themes and portfolio positioning to clients. Prior to joining Pension Partners, he was the Managing Member of Momentum Global Advisors, an institutional investment research firm. Previously, Charlie held positions as an Equity and Hedge Fund Analyst at billion dollar alternative investment firms, giving him unique insights into portfolio construction and asset allocation.

Mr. Bilello holds a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in Economics from Binghamton University. In addition to his CMT designation, Charlie also holds the Certified Public Accountant (CPA) certificate.

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MTA becomes CMT ASSOCIATION

Beginning July 15th, after nearly 50 years of service to the financial industry, the Market Technicians Association is becoming the CMT Association and updating the organization’s brand. As members of the organization, we cannot thank you for creating this remarkable home for the advancement of technical analysis. Committed volunteers and engaged participants are the reason our discipline has the professional respect we enjoy today. As we strive to uphold the vision of our founders while adapting to the rapidly changing industry, we hope that you will help us extend the reach of the organization by sharing this news with your colleagues, clients, and professional contacts. The Association’s leadership including Board Members, founding members, and senior staff, recommended that members approve changing our organization’s name. Having carefully considered all implications of the legal name change, the leadership felt that it is imperative to rationalize the number of acronyms out in the industry. Pending approval by a vote of the Membership, you’ll see the new look and name anywhere we’re out in public, like our website, publications, digital webcasts, LinkedIn, Facebook and Twitter. Very soon you’ll see new signage and materials at your local chapters, as well. The new brand name better matches what we’ve become since the early 1970s: the preeminent global designation for financial professionals committed to advancing the discipline of technical analysis. When our association began, we operated for years without a credentialing body, exam process, or charter. Since our legal incorporation in 1973, we’ve stuck with the Market Technicians Association. Although we slightly altered our colors in late 2015 as we built out the new website, we did not consolidate our two acronyms – MTA and CMT. Today, the CMT Program is central to the value of the Association as well as the professional identity of nearly all Members. The new name reflects our continued commitment to our global members and unique capacity to advance the discipline of technical analysis among industry professionals. Aligning with best practice allows us to consolidate the MTA and CMT acronyms for renewed clarity and notoriety of our CMT charterholders worldwide. Other than these visible changes, the association will continue to operate in its current structure with no change in staff or volunteer leadership. Your contacts for all ongoing projects and initiatives will remain unchanged. Furthermore, the mission and goals of the association remain unchanged. The CMT Association will continue to be a place for collegial discourse and exchange of ideas amongst like-minded professionals. Whether you are a charterholder or not, your Membership status will not change. Our brand goal was to align with industry best practice. In our field, the notable organizations are all designation-centric (CFA Institute, CFP Board, CAIA Association, etc..) We also aimed to reduce confusion in the marketplace around our multiple acronyms; better matching our name to our core value proposition and the users we serve. A small team of staff and volunteers worked with professional designers to find something that appeared crisp, approachable, professional, modern, and connected. The “M” of the logo creatively represents a barchart, but it’s stylized and emphasized through color to connote the importance of Markets within our name. The study of price  behavior is about markets in comparison to the study of fundamentals and the assessment of companies. Our decision to use the acronym in the logo was inspired by the diversity of our members. A “CMT” is a portfolio manager, a research analyst, a financial advisor, an asset allocator, a quantitative trading system developer, and many more things – but always a professional committed to advancing the discipline of technical analysis and upholding the highest ethical standards in the industry. We hope you like this new look for the CMT Association! Look out for more updates and a broader industry presence as we continually try to better serve our members with the preeminent global designation and highest member value in all our programming and initiatives. 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LETTER FROM THE EDITOR

The MTA recently announced this year’s award winners: In this month’s newsletter we provide more insight into why Walt Deemer and Amber Hestla-Barnhart were honored. Walt is a true legend in the analysis community and the short articles we offer provide a small glimpse of his work. Amber shares details about the process she followed to win the prestigious Charles H. Dow Award in the hope of encouraging more submissions to next year’s competition. We will have more details on the honorees in next month’s newsletter. Later this month, hundreds of MTA members will spend time together at the Annual Symposium. Attendees will spend time hearing the thoughts of extraordinary market analysts in formal presentations and in informal settings that are an equally important part of the Symposium. I hope I will get to meet everyone attending the Symposium but the odds of that are low because the Symposium only lasts two days. If you will be attending and have ideas on how we can improve Technically Speaking, please send me a note at editor@mta.org so I can get your feedback in person. Sincerely, Michael Carr [post_title] => Technically Speaking, March 2015 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-march-2015 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:30:26 [post_modified_gmt] => 2020-08-03 15:30:26 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=44393 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 363701 [post_id] => 44393 [meta_key] => newsletter_content_4_contributor [meta_value] => a:1:{i:0;s:4:"1256";} ) [3] => stdClass Object ( [ID] => 44747 [post_author] => 35924 [post_date] => 2014-09-15 12:00:58 [post_date_gmt] => 2014-09-15 16:00:58 [post_content] =>

LETTER FROM THE EDITOR

This month we are including a number of charts. As technicians, it is a relatively simple matter to generate charts. The challenge is to create meaningful charts. We think the authors of the charts in this month’s newsletter accomplished that. Each of the charts presented in this issue can be studied to develop new insights into the markets. Many members enjoy obtaining information on career opportunities. We try to include that information in the newsletter when we can and will be including more information in the next few months about the QGLDX Trading Strategy Contest. This contest has a rigid, quantified process that allows money managers to demonstrate their skill and to obtain a oneyear exclusive contract to trade at least $1 million in assets. We also have a news release from a company that has created a platform designed to help financial services firms launch new technology applications. The cost and time dedicated to software development can be daunting to professionals focused on the financial markets. New innovations in technology are creating new opportunities for professionals to expand their product offerings. If you are aware of similar opportunities, please let us know by sending an email to editor@mta.org. Sincerely, Michael Carr [post_title] => Technically Speaking, September 2014 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-september-2014 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:31:12 [post_modified_gmt] => 2020-08-03 15:31:12 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=44747 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 370696 [post_id] => 44747 [meta_key] => newsletter_content_1_contributor [meta_value] => a:2:{i:0;s:4:"1256";i:1;s:4:"1425";} ) [4] => stdClass Object ( [ID] => 44925 [post_author] => 35924 [post_date] => 2014-05-15 12:00:52 [post_date_gmt] => 2014-05-15 16:00:52 [post_content] =>

LETTER FROM THE EDITOR

We are once again providing short summaries of several moments from the MTA Symposium and we will have more next month. As usual, there was too much information from the two-day event to summarize quickly.  In this month’s summary, we present information about the MTA Annual Award Winner Larry Williams, an article with lessons learned over a lifetime in the industry from Steve Leuthold and the rules for a complete trading strategy from Perry Kaufman. There is also a review of a book written by Michael E. S. Gayed, the late father of this year’s Charles H. Dow Award co-author Michael Gayed. This book was originally published in 1990. It was recently republished by the author’s son as a tribute to his father’s life and work. While the book is certainly a tribute to an insightful mind, it is also a modern day primer on what’s important in the markets. The section on economic indicators is one of the most practical collections of indicators ever assembled, and each section concludes with a clear opinion about the indicator’s usefulness. We hope you enjoy this issue and ask you to please continue sending your submissions and comments to editor@mta.org. Sincerely, Michael Carr [post_title] => Technically Speaking, May 2014 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-may-2014 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:31:20 [post_modified_gmt] => 2020-08-03 15:31:20 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=44925 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 374102 [post_id] => 44925 [meta_key] => newsletter_content_0_contributor [meta_value] => a:2:{i:0;s:4:"1256";i:1;s:4:"1425";} ) [5] => stdClass Object ( [ID] => 45102 [post_author] => 2 [post_date] => 2014-04-15 12:00:15 [post_date_gmt] => 2014-04-15 16:00:15 [post_content] =>

LETTER FROM THE EDITOR

This month and next, we will feature information covered at the MTA Annual Symposium. This year’s event was the best to date. The quality of the speakers, attendees and collaborative partners was exceptional. Planning is now underway for the 2015 Symposium. If you would like to provide feedback to the MTA on your experience, or make suggestions for topics and speakers next year, please fill out this brief survey: https://www.surveymonkey.com/s/HY39WYV The Symposium committee pulled together a wide array of thought leaders from the investment industry. Technically Speaking will feature summaries of some of the innovative and thought provoking presentations next month. No planning committee can control the quality of attendees. The fact that so many intelligent and personable analysts decide to attend every year is a reflection of the MTA membership. The organization attracts the best and the brightest minds in our field. Great attendees add to the educational value of the Symposium and provide networking opportunities that each member finds in their own way. Collaborative Partners provide support to the event and offer an opportunity for all attendees to check out emerging technologies, research and services available. The MTA is very excited about the organizations that sponsored the Symposium this year and the work they are doing to advance technical analysis in the broader financial industry. We’ve included educational articles from two partners in this issue. The information can be useful to users of their products or to users of other software tools.  Let us know what you’d like to see in upcoming issues of Technically Speaking at editor@mta.org. Michael Carr [post_title] => Technically Speaking, April 2014 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-april-2014 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:31:24 [post_modified_gmt] => 2020-08-03 15:31:24 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=45102 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 376731 [post_id] => 45102 [meta_key] => newsletter_content_0_contributor [meta_value] => a:2:{i:0;s:4:"1256";i:1;s:4:"1425";} ) )

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