Rui Matos, CFA, CFP, FRM

Rui Matos, CFA, CFP, FRM

Rui Matos joined Catalyst Capital Advisors in 2020. He is currently a Portfolio Analyst of the Hedged Commodity Strategy Fund at Catalyst Funds.

Mr. Matos has over 25 years of investment experience beginning his career on the interest rate swaps trading desk of a major bank. He transitioned to domestic equities as an equity trader on the trading floor of a domestic large cap growth firm. Subsequently, he worked as assistant portfolio manager of a $20 billion international equity portfolio. More recently, he was portfolio manager and chief operating officer of a global value equity firm.

He holds Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Financial Risk Manager (FRM) designations. Mr. Matos has a degree in Economics and Business from UCLA, and an MBA in Finance and Entrepreneurship from UCLA Anderson.

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            [post_content] => There are many songs about the end of summer, most talking about getting back to work or school, essentially ending the lazy, carefree days. If that’s you, perhaps you forgot this is 2020! Up is down, Zoom is the word and Wednesday is Sunday (at Carvel). People cannot wait for fall, hoping that things will get better on the virus, economic and back-to-school fronts.

However, after several months of really good stock market action, September gave also us that rude awakening that stocks can actually go down, and by a lot, in any given day. Even worse, crude oil, after sitting there for months, looks terrible again. And the greenback, after hitting a multi-year low, looks kind of “bottomy.” Is that it for gold?

Never let it be said that the markets – all of them – are boring.

Now that we are all supposed to be back at work, whether virtual or in person, it is time to get back to our plans. Of course, not the same old plans, but plans to move forward, nonetheless. As you will see, content here is a bit beefier now than it was over the summer. And the Association is getting back to long-range planning and getting CMT testing back into gear. This month, we also announce the 2021 Charles H. Dow Award, with updated submission requirements.

Also in this edition, we have Rui Matos’ article on seasonality in the commodities markets, and how to hedge/profit using options. Alon Horesh shares his thoughts on Machine Learning with regard to finding support and resistance levels. And this month’s member interview is with Vincent Randazzo, CMT, from Lowry Research.

From the Association, we’ve got membership news, and an announcement for remote proctoring in the CMT exams. The Washington DC/Baltimore had a virtual meeting in July and offered a few notes about their guest speaker.

There you go. Keep your fingers crossed that we are on the road to normalcy.

Michael Kahn, CMT

            [post_title] => Technically Speaking, September 2020
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