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Tucker Balch, Ph.D.

Tucker Balch, Ph.D.

Tucker Balch, Ph.D. is a former F-15 pilot, professor at Georgia Tech, and co-founder and CTO of Lucena Research, an investment software startup. His research focuses on topics that range from understanding social animal behavior to the challenges of applying Machine Learning to Finance. His online course, Computational Investing Part I, is the most popular online course offered by Georgia Tech and one of the most popular at coursera.com with over 175,000 students enrolled.

Honors include the NSF CAREER Award, the Georgia Tech Outstanding Service Award and a distinguished graduate designation from the USAF in Undergraduate Pilot Training. Tucker has authored over 150 technical papers, journal articles and books, including the recent book What Hedge Funds Really Do with Philip Romero. His work has been reported in the popular press and TV including on CNN, in Institutional Investor, the New York Times and the New Scientist.

Balch holds B.S. and Ph.D. degrees in Computer Science from Georgia Tech and a M.S. in Computer Science from University of California, Davis.

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LETTER FROM THE EDITOR

Ethics is the lead story in this month’s magazine. The MTA is adopting a large body of knowledge related to all areas of finance through a licensing agreement with the CFA Institute. All finance professionals, whether they analyze fundamental, quantitative or technical data, share common goals (finding profitable opportunities) and share a common operating environment. Given all of the commonalities, it’s not surprising we share the same ethical requirements. This new body of knowledge will not require members of the MTA to change anything they do professionally. The original MTA Code of Ethics was comprehensive and covered all of the important standards of professional behavior. The shortcoming was a lack of case studies and examples of how to apply the Code. This licensing agreement makes all of the CFAI’s Code and Standards developed over several decades available to MTA members. For CMT candidates, this licensing agreement provides clear readings which will make studying for the exam a more efficient process. In short, there are no changes required of MTA members to meet the requirements of the new Code and Standards. One benefit is that there are now examples of how to apply ethics in everyday situations. Another benefit is the clear material that CMT candidates will have to study ethics so that there will be no surprises on the exam related to ethics. In short, we have found a risk-free opportunity to partner with the CFA Institute and we are excited to begin the next stage of the MTA’s growth. We also have articles related to the tools technicians use to analyze the markets and the techniques they apply to find profitable trading opportunities. As always, we welcome your feedback on what you would like to see in future issues of Technically Speaking. Please let us know by emailing us at editor@mta.org. Sincerely, Michael Carr [post_title] => Technically Speaking, May 2015 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-may-2015 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:31:41 [post_modified_gmt] => 2020-08-03 15:31:41 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=44248 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 359525 [post_id] => 44248 [meta_key] => newsletter_content_3_contributor [meta_value] => a:1:{i:0;s:4:"1289";} ) [3] => stdClass Object ( [ID] => 45140 [post_author] => 2 [post_date] => 2014-03-15 12:00:20 [post_date_gmt] => 2014-03-15 16:00:20 [post_content] =>

LETTER FROM THE EDITOR

The MTA’s Annual Symposium will be held next month in New York City and this month we are previewing the work of two of the speakers. Ned Davis has been completing some of the most original and useful research in the field for decades and we can see several of his charts and studies included in a short article. He will provide many more charts to study in New York. In a separate article, Dr. Tucker Balch provides insights into how we can turn volatility into profits and he will be providing additional practical insights during his presentation. In the next few months we will be presenting summaries of speaker presentations but these will capture only a small part of the information available at the Symposium. If you haven’t made plans to attend yet, there is still time. It’s actually not too early to start planning for next year either. The Symposium Committee is already preparing for next year’s Symposium and it is their year-long planning efforts that result in a successful Symposium every year. I look forward to meeting many MTA members at the Symposium and I will be asking what you’d like to see in Technically Speaking. You can also email your thoughts on how we’re doing and what we should include in future issues to editor@mta.org. Sincerely, Michael Carr [post_title] => Technically Speaking, March 2014 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-march-2014 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:31:21 [post_modified_gmt] => 2020-08-03 15:31:21 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=45140 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 377349 [post_id] => 45140 [meta_key] => newsletter_content_4_contributor [meta_value] => a:1:{i:0;s:4:"1289";} ) [4] => stdClass Object ( [ID] => 45187 [post_author] => 2 [post_date] => 2014-02-15 12:00:54 [post_date_gmt] => 2014-02-15 17:00:54 [post_content] =>

LETTER FROM THE EDITOR

This year’s Annual Symposium will focus on the fusion of technical analysis with fundamental valuation, behavioral finance, macroeconomics and quantitative methods. The work of three of the scheduled speakers is included in this month’s newsletter. Steven Leuthold explains his investment strategy for the next year and readers can ask him for an update in April at the Symposium. Steve is the only individual who has received the Charles H. Dow Award from the MTA and the Graham and Dodd Scroll Award from the CFA Institute. Dr. Ben Hunt relies on game theory to understand the markets and the economy. Dr. Tucker Balch, a featured speaker, presents the results of research into buying and selling by company insiders that he completed with Scott Strong. Insider trading information is a form of sentiment analysis that technical analysts have used for many years. We also have several other articles this month including Tom McClellan’s look at VIX ETNs and John Bougearel’s review of the current state of the market. Tom presents facts to demonstrate why long-term investors should avoid an ETN that is designed specifically for short-term traders. John presents some interesting chart patterns and provides a forecast based on technicals and fundamentals. He includes an overview of the macroeconomic environment that exists now and at several key turning points in the market. Please send any feedback or work you’d like to share through the newsletter to editor@mta.org. Michael Carr [post_title] => Technically Speaking, February 2014 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-february-2014 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:31:39 [post_modified_gmt] => 2020-08-03 15:31:39 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=45187 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 378072 [post_id] => 45187 [meta_key] => newsletter_content_3_contributor [meta_value] => a:2:{i:0;s:5:"45205";i:1;s:4:"1289";} ) )

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