Join the CMT Association community at the 2021 Americas Summit on April 29th & 30th! Featuring a slate of industry-leading analysts, the Americas Summit is uniquely adapted to a digital-first experience. This event will take place fully online, covering four distinct themes over two days and featuring experts in each thematic topic presenting each day. The four themes will encompass US equity markets as well as key global indices, digital and fiat currencies, Treasury yields and rates as they impact other asset classes, and the Commodities space. Expect to leave with cutting edge tools, trading strategies and actionable insights to improve your investment decisions. Dates Thursday, April 29, 2021 Presentations this day will focus on Treasury Yields and rates as they impact other asset classes and on digital and fiat currencies. A key theme of these sessions will be to unpack historical sensitivity or resistance to inflationary forces. Friday, April 30, 2021 Presentations on this day

The CMT Association has awarded the 2021 Charles H. Dow Award to Makenna Barbara for The Efficacy of Modified Momentum Based Technical Indicators on U.S. Equities: A Study of Parabolic SAR. The judging committee selected her submission as the winning paper in recognizing comprehensive research and analysis in making modifications to an existing indicator and testing the performance. She has been awarded $5000 for winning the competition. The author’s paper extends the existing literature on momentum-based trading strategies by investigating the Parabolic Stop and Reverse (PSAR) indicator, designed to determine the direction of an asset’s momentum direction. Identifying indicator drawbacks in sideways markets, the paper introduces modifications designed to reduce false signals. The resulting new indicators are the Support PSAR, which provides signal confirmation, and the Decelerated PSAR, which slows the signal generation during trendless market periods. When testing the performance of the new strategies versus the S&P 500 and NASDAQ Composite,

The fight for recognition for the CMT designation may have been one of the biggest accomplishments of the CMT Association. The CMT is currently one of two designations recognized by FINRA for the series 86 exemption. Here is how that exemption all got started. Back in April 2004, I received an urgent call from David Krell, CMT, who told me that I had to respond immediately to the newly released Sabanes-Oxley law, which stated that all Wall Street analysts had to take two new tests: Series 86 and Series 87. Alternatively, they could have the equivalent of levels one and two of the CFA designation. When I returned from Minnesota, Dave and I planned our response. We decided that he would handle the bureaucratic side of things and I would cover all of the technical items. Dave got us an appointment with the head of the NYSE. At this very important meeting, we

Members on the Move The CMT Association would like to congratulate the following members on their new positions: William Yii, CMT, Chief Investment Officer at Airo Malaysia James Chen, CMT, Vice President, Head of Content Studio, U.S. Wealth Management at J.P. Morgan Daniel Russo, CMT, Portfolio Manager at Potomac Fund Management, Inc. The next time you login to the CMT website, please take a moment to update your profile including your address. If you need your company’s name updated, please send the information to admin@cmtassociaton.org. CMT One of the biggest problems that candidates encounter when taking a remote proctored exam are the firewalls and virus protections that have been installed on their computer, as these can prevent the exam from being downloaded. To prevent this problem from occurring on your test date, please be sure to read “Dealing with Firewalls Before Your Remote Exam” (https://cmtassociation.org/chartered-market-technician/cmt-exams-remote-proctoring/).  This section has instructions on how to disable your firewalls and virus