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Kristin Hetzer, CMT, CIMA, CFP

Kristin Hetzer, CMT, CIMA, CFP

Kristin Hetzer, CMT, CIMA, CFP, is Principal and Founder of Royal Palms Capital, LLC, an independent registered investment advisory firm in Rolling Hills Estates, California. Prior to founding her firm, Ms. Hetzer provided discretionary portfolio management within major Wall Street firms’ Portfolio Investment Management divisions. Ms. Hetzer began her career as a Registered Representative with Merrill Lynch in 1982. Her previous experience includes Kidder Peabody & Co, Prudential Securities and UBS.

Kristin Hetzer is an active member of the CMT Association and Chair of the Los Angeles CMT Association Chapter. She joined the CMT Association in 2000 as an Affiliate and received her Chartered Market Technician designation in 2003. She received her Certified Investment Management Analyst designation from The Investment Management Consultants Association in 2000 through the Wharton School of Business. Ms. Hetzer has been a Certified Financial Planner since 1989.

She received her Bachelor of Arts degree from Hope College in 1978, and has attended California State University of Long Beach Graduate School of Business.

Ms Hetzer and her husband, Greg, have a daughter and son and reside in San Pedro, California.

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Letter from the Editor

Technical analysis is a varied discipline, including such diverse forms of analysis as chart patterns, Elliott Wave, and relative strength. If this month’s newsletter has a theme, it could be described as “whatever works.” Larry Williams is a world renowned trader and first class researcher. He recently made a presentation to the Los Angeles chapter of the MTA. Those who have been fortunate enough to take in one of his many presentations always get a variety of ideas. Larry seems to look at any idea, adopting those that can lead to profits. He doesn’t appear to be interested in being right or being pigeon holed as an expert on any one topic. Everything he presents is simply designed to make money in the markets. We also have a summary of an archived video presentation that demonstrates ways to combine technical and fundamental data into a single trading opinion. Dennis Gartman explained his strategies more than a year ago. One advantage of using the archives for education and strategies is that you can look at how effective the ideas have been since they were presented. Gartman’s is yet another example of the timeless ideas available to traders and analysts in the MTA’s video archives. Finally, as I read the publications of the CFA Institute, I am struck by the number of articles that build on ideas rooted in technical analysis. This issue discusses one of those articles. Please consider sharing ways that you combine other disciplines with technical analysis. You can email them to editor@mta.org. We’d like to print your techniques in a future issue of Technically Speaking. Sincerely, Mike Carr, CMT [post_title] => Technically Speaking, December 2010 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-december-2010 [to_ping] => [pinged] => [post_modified] => 2020-03-12 09:06:17 [post_modified_gmt] => 2020-03-12 13:06:17 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=47323 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 412789 [post_id] => 47323 [meta_key] => newsletter_content_3_contributor [meta_value] => a:1:{i:0;s:5:"24818";} ) [1] => stdClass Object ( [ID] => 47693 [post_author] => 2 [post_date] => 2010-09-15 12:00:51 [post_date_gmt] => 2010-09-15 16:00:51 [post_content] =>

Letter from the Editor

This is the second issue where we provide a brief summary of a presentation available for viewing in the MTA video archives. Watching the speakers from years ago may seem like a nostalgic divergence from the current markets. Nothing could be further from the reality that these videos are an invaluable learning tool for novice and experienced technicians. The MTA has always served more as a breeding ground of ideas instead of a ‘stock tout club.’ In conversations with early members of the MTA, that is frequently mentioned as one of their goals. They wanted to have meetings where the ideas discussed would withstand the test of time. They felt there were plenty of opportunities to gather and exchange tips. The MTA was designed to be different. The video archives meet this goal in a way that the founding members never dreamed of as a possibility. Of course the technology that makes this possible was not known when the first meetings were held. At that time, New York City was the center of the organization, and the only place to have access to the expert presentations that have long been the standard of the New York meetings. I would guess the regional chapters and worldwide growth of the organization were never envisioned in their original discussions.  With the video archives, and other valuable services available through the MTA web site, you can benefit from membership without ever being in New York. We hope you find Technically Speaking to be one of the benefits of membership. Sincerely, Mike Carr, CMT [post_title] => Technically Speaking, September 2010 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-september-2010 [to_ping] => [pinged] => [post_modified] => 2020-03-19 17:03:22 [post_modified_gmt] => 2020-03-19 21:03:22 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=47693 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 417904 [post_id] => 47693 [meta_key] => newsletter_content_3_contributor [meta_value] => a:1:{i:0;s:5:"24818";} ) [2] => stdClass Object ( [ID] => 47757 [post_author] => 2 [post_date] => 2010-06-15 12:00:42 [post_date_gmt] => 2010-06-15 16:00:42 [post_content] =>

Letter from the Editor

The MTA Symposium held in May was very successful in every way. Attendees had plenty of time to interact with each other and the sponsors, and each speaker presented practical information. In this month’s newsletter, we try to present some details on the event. We’ll have even more from the Symposium in the July issue. But it is impossible to capture all the information in Technically Speaking. I’m already making plans to attend next year’s event, and hope to meet even more of you in New York. As anyone who has ever studied for the first level of the CMT exam knows, technical analysis is built on the assumption that history repeats itself. Many successful technicians study the history of the markets and economics. They often understand how politics affected the economy, and the markets. To bring a long-term understanding of the markets into focus, we are reprinting an article on the history of currency. This was researched by Dr. Brian Taylor, who details the history of every currency at his web site (https://www.globalfinancialdata.com/index_tabs.php?action=ghocmainpage). One theme at the Symposium was that success in our field requires good communications skills. Many have learned that clients like stories with their analysis. This is fairly common when presenting an analysis of equities. Using the resource provided by Dr. Taylor can help you highlight stories even when analyzing the foreign exchange markets. While current politics is interesting, the historical perspective adds a sense of comfort for many clients. We’ve also included a product review for High Growth Stock Investor software. HGSI has been a long-time supporter of the MTA and offers a discount to our members. Our members and affiliates receive the first 60 days of the data service for free and a 17% discount off of the regular monthly subscription price thereafter. Sponsors and supporters of the MTA make events like the Symposium affordable. We’ll be featuring more product reviews in the coming months to help you become familiar with the diverse group of companies that offer benefits to our members. Sincerely, Mike Carr, CMT [post_title] => Technically Speaking, June 2010 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-june-2010 [to_ping] => [pinged] => [post_modified] => 2020-03-19 20:59:53 [post_modified_gmt] => 2020-03-20 00:59:53 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=47757 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 419143 [post_id] => 47757 [meta_key] => newsletter_content_0_contributor [meta_value] => a:1:{i:0;s:5:"24818";} ) [3] => stdClass Object ( [ID] => 47821 [post_author] => 2 [post_date] => 2010-03-15 12:00:00 [post_date_gmt] => 2010-03-15 16:00:00 [post_content] =>

Letter from the Editor

The goal of Technically Speaking is to deliver timely and useful research to MTA members. Since switching to our electronic format, we do feel that we improved our ability to meet these goals. We have significantly expanded our use of charts, and we introduced full color charts. This format also means that we are now able to publish longer research pieces alongside shorter articles. All of these changes make Technically Speaking more of a benefit to our members as a source of ideas and as an avenue for being published. That first benefit is obvious - ideas are always welcome to traders and investors alike and serve as a starting point for individual research. In today’s job market that second benefit may be overlooked but even more valuable.  Being published in a professional publication is a great addition to any resume. It demonstrates that you can not only analyze the markets using technical analysis, but also that you can detail this analysis and present it in an understandable manner. Many positions require the ability to communicate strategies to traders, sales staff, or clients and a published article offers proof that you have this skill. I hope you’ll consider sharing your research and analysis with the members of the MTA, whether you’re a seasoned professional or new to the field. As always, we are looking for longer term work – we can’t publish short-term market forecasts although these are perfectly suited for the Technical X-Change section of the Knowledge Base that is maintained on the MTA web site (http://knowledgebase.mta.org/). Some great examples of the diverse topics we’d like to publish are in this month’s issue, which we hope you’ll enjoy reading. Sincerely, Mike Carr, CMT [post_title] => Technically Speaking, March 2010 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-march-2010 [to_ping] => [pinged] => [post_modified] => 2020-03-20 12:45:27 [post_modified_gmt] => 2020-03-20 16:45:27 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=47821 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 420942 [post_id] => 47821 [meta_key] => newsletter_content_6_contributor [meta_value] => a:1:{i:0;s:5:"24818";} ) [4] => stdClass Object ( [ID] => 48383 [post_author] => 2 [post_date] => 2008-05-15 12:00:29 [post_date_gmt] => 2008-05-15 16:00:29 [post_content] =>

On the Campus

This month, instead of A Letter from the Executive Director and from the Editor, we have decided to provide you with an update from the MTA Educational Foundation. This new column is one we are looking to run frequently in upcoming issues of Technically Speaking.

The MTA Educational Foundation at Howard University

Fred Meissner, Charlie Kirkpatrick, and I, Phil Roth, all lectured at Howard University this spring. Prof. William Barbee, in the business school at Howard University, has been conducting a course in technical analysis for a number of years. The MTAEF has been assisting him with guest speakers. I have been giving a lecture in sentiment and supply/ demand indicators for four years. I spoke this year on April 22, using a Powerpoint presentation that the MTAEF developed. I have made presentations at many colleges and universities, including, among others Tulane, Cornell, Georgia Tech, Baruch, and the University of Texas, and have been conducting my own course in the Graduate School of Business at Fordham University in New York for six years. I am always impressed by the caliber of students at Howard, and their interest in the markets and technical analysis. Prof. Barbee helps generate the interest by asking questions about the indicators and the sources of the data. Fred Meissner: A couple of week’s ago, I had the pleasure of teaching at Howard University. I have been teaching a class at this school for several years, and really enjoy Dr. Barbee and the students. The class is scheduled for the end of the day and I almost always run over time because the interest level of the students is so high. I usually teach the Intermarket analysis module of the course, but as always we had a fairly wide ranging discussion – Dr. Barbee’s students are almost always well prepared and are interested both in the material as well as the markets themselves. Because they are well versed in the fundamentals they keep me on my toes! It is tremendously rewarding to teach a class in Technical Analysis. When I started in the business back in 1983 there were no such classes, and unless one was lucky enough to find the right books, or find a mentor, knowledge was almost impossible to come by. One of the reasons that I became involved in the MTA way back when was to help others learn and to spread the word. Readers may recall that my first big job with the association was as Regions Chair. It still excites me to see chapters I helped to form going strong, and now providing teachers for the MTA course. All CMT’s, and older, experienced members, should consider volunteering as a teacher. It is a great way to give back to the community, and to spread the knowledge that has been so rewarding to all of us. Charlie Kirkpatrick: Professor William C. ‘Kip’ Barbee has taught technical analysis for many years as a full credit course in the Howard University School of Business. Kip is known for several research papers on relative earnings, value, and price strength and has been published frequently in academic journals. Howard University is the premier African-American university and is located in Washington DC. As part of the MTA Educational Foundation effort to help universities in teaching technical analysis, I had the privilege of lecturing to Professor Barbee’s class this spring on the subject of price patterns. Approximately 30 students attended the class, the full number enrolled. The students were asking numerous questions and showed extreme interest in how to use patterns to profit. Indeed, the enthusiasm was so high, I didn’t get to finish the talk but ran out of time. Professor Barbee was thrilled, as was I, to see such excitement over technical analysis. [post_title] => Technically Speaking, May 2008 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-may-2008 [to_ping] => [pinged] => [post_modified] => 2020-03-24 17:59:35 [post_modified_gmt] => 2020-03-24 21:59:35 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=48383 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 432596 [post_id] => 48383 [meta_key] => newsletter_content_5_contributor [meta_value] => a:1:{i:0;s:5:"24818";} ) [5] => stdClass Object ( [ID] => 48667 [post_author] => 2 [post_date] => 2007-06-15 12:00:16 [post_date_gmt] => 2007-06-15 16:00:16 [post_content] =>

From the Executive’s Desk

I am pleased to report that we had one of our most successful Education Seminars (May 18-19, 2007) to date! Our Seminar was well attended and from the results of the surveys, it was well received by the participants. We are always anxious to make constant improvements to our Seminar experiences and we will be reviewing all suggestions carefully and adjusting our Seminar formats to provide the best experience for our participants. Two things you will easily see as adjustments recently made by the MTA: Lastly, we are working hard “behind the scenes” on seeing what we can do to expand member knowledge concerning the current job market environment. We have randomly  conducted some surveys (selectively so as not to overload members with e-mail), explored possibilities for adjustments and will be executing some activities in this area within the next quarter. Sincerely, Tom Silveri MTA Executive Director [post_title] => Technically Speaking, June 2007 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-june-2007 [to_ping] => [pinged] => [post_modified] => 2020-03-26 13:40:53 [post_modified_gmt] => 2020-03-26 17:40:53 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=48667 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 443216 [post_id] => 48667 [meta_key] => newsletter_content_7_contributor [meta_value] => a:1:{i:0;s:5:"24818";} ) )

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