J. Cody Tafel, CMT, CAIA

J. Cody Tafel, CMT, CAIA

Cody Tafel is an Investment Strategist within TSW Strategic Advisory. Cody’s focus is on asset allocation, investment strategy and business development. Cody brings extensive global market knowledge that helps our investment team and clients connect the dots between the macro environment and our security selection to construct portfolios.

Prior to joining Strategic Advisory, Cody held the role of Senior Equity Trader with TSW for over 13 years. Prior to joining TSW in 2006, he worked for Rapidan Capital LLC as the Director of Trading, and for Shockoe Capital Partners LLC as the Head Trader. He completed his research internship with INVESCO High Yield Group in New York.

Cody is currently the Past President of the Board of Directors for the Technical Analysis Educational Foundation (TAEF), promoting education about Technical Analysis at the collegiate level. He also taught Technical Analysis for 5 years at the University of Richmond, and still serves on the Advisory Board for the Student Managed Investment Fund. He serves as Richmond Chapter Chair and on the Leadership and Development Committee for the CMT Association. He also serves on the Executive Committee of the Washington, DC Chapter for the CAIA Association.

Cody is a graduate of the University of Virginia, and holds the Chartered Alternative Investment Analyst® and Chartered Market Technician® designations.

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Letter from the Editor

November proved to be an interesting month for the markets. Just before the market burped up a post-Thanksgiving 2% pullback, the Russell 2000 finally broke out from its 2019 range. False hope? Recession time? Once again, the sloth (look it up) of bearish economists was out with the utterly useless prediction that a recession was coming by the end of 2021.  Thanks for the heads up, fellas. Have you seen a price chart? I keep a collection of equally dim-witted headlines. Last month’s favorite was “Don’t Time the Market, but If You Do, Here’s When the Bear Might Come Knocking.” Do as I say, not as I do. Gold is still correcting, Oil showed a little stealthy increase, the dollar looks a little shaky and apparently Europe is still so bad that the ECB is dipping back in the QE well…Because it worked so well the last time.  Again, have they ever seen a price chart? This month in Technically Speaking, we’ve got part three of Bruno DiGiorgi’s History of Wall Street, and George Schade, CMT, continues the history theme with a story about preserving the technical analysis of legend Edmund W. Tabell. This month’s member interview is with Stanley Dash, Program Director of the CMT program and a well-established technician in his own right. You may know him as a technical educator at TradeStation, where he spread the gospel. New York, Minnesota and Richmond chapters weigh in with reviews of their recent speakers. Hey other chapters who are not Northern Ohio and Chicago, can you help a TA brother out with reviews of your own? In addition to all this, you can find Association news, congrats to new CMTs and another job posting all inside. If you’ve got a book out, let us know so we can tell everyone. Also, if you are hiring technicians, we can post that here. And one more time, I ask members to submit articles they’ve written (not forecasts but methods) or write something new to share your knowledge with the group. If you are new, this is a great way to develop your chops as an analyst and a writer. Yes, I am begging for content! It’s your Association. Get involved. To all, a joyous and profitable end of the year. See you back here in 2020. Michael Kahn, CMT Editor [post_title] => Technically Speaking, December 2019 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-december-2019 [to_ping] => [pinged] => [post_modified] => 2021-04-07 16:22:10 [post_modified_gmt] => 2021-04-07 20:22:10 [post_content_filtered] => [post_parent] => 0 [guid] => [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 346478 [post_id] => 43422 [meta_key] => newsletter_content_5_contributor [meta_value] => a:1:{i:0;s:4:"1719";} ) [1] => stdClass Object ( [ID] => 45839 [post_author] => 2 [post_date] => 2013-08-15 12:00:34 [post_date_gmt] => 2013-08-15 16:00:34 [post_content] =>


We are starting this month’s newsletter with an article that challenges the traditional models used to explain market prices. Dr. Ben Hunt argues that just as the heliocentric model of the solar system replaced a geocentric model over time, long-held beliefs about markets need to be reexamined and updated to reflect new knowledge. Fortunately, Dr. Hunt points out that there is a market theory which lays the groundwork for a new understanding of market:

“Technical analysis is, at its heart, behavioral analysis, and as such is prime real estate to build a new investment paradigm that incorporates game theoretic behaviors.”

This is a thought-provoking piece that is followed by a practical example of how the MTA Educational Foundation is working to further this goal. We then have practical examples of how the theory of technical analysis is applied in the real world. I hope you are a part of the theoretical and practical changes that are occurring in the financial community. If you would like to share your thoughts on those changes, please email us at Michael Carr [post_title] => Technically Speaking, August 2013 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-august-2013 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:34:20 [post_modified_gmt] => 2020-08-03 15:34:20 [post_content_filtered] => [post_parent] => 0 [guid] => [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 389447 [post_id] => 45839 [meta_key] => newsletter_content_1_contributor [meta_value] => a:2:{i:0;s:4:"1719";i:1;s:4:"7251";} ) [2] => stdClass Object ( [ID] => 46586 [post_author] => 2 [post_date] => 2012-04-15 12:00:52 [post_date_gmt] => 2012-04-15 16:00:52 [post_content] =>


This issue starts with an update on the CMT Program. The recent addition of Bob Johnson to the Program is a step toward making a great program even better. The rest of the issue is a collection of insights from practitioners in the field. Classic chart patterns still form the core of the discipline, but the patterns are being used in a number of different ways and the articles that follow will show just a small sample of the type of work technicians are doing today. Please let us know what you think about Technically Speaking by sending an email to Sincerely, Michael Carr [post_title] => Technically Speaking, April 2012 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-april-2012 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:47:56 [post_modified_gmt] => 2020-08-03 15:47:56 [post_content_filtered] => [post_parent] => 0 [guid] => [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 400461 [post_id] => 46586 [meta_key] => newsletter_content_10_contributor [meta_value] => a:1:{i:0;s:4:"1719";} ) )