Letter from the Editor
Well, another year is in the books and unless you were a short-only equities trader, you probably did well. I’m not going to give you the typical year-in-review in the markets because you all have your own charts.
Rather, let’s look at where we are as an organization and all we need to know is that we are growing. We’re global. We’re recognized by the regulators. And we’re actually kind of fun.
Yes, that fun is in a nerdy sort of way – but through chapter meetings, online presentations and the annual symposium, we do get together quite a bit. Of course, we also hoist a few cold ones after the serious stuff is over.
I joined the organization in 1994, if memory serves. At first, I was just an associate member before I became a professional member. At the time, my membership was a bit unusual because I was not officially trading, advising or managing money with technical analysis. Rather, I was the technical analysis product manager for a vendor called Tradecenter, which was owned by Knight-Ridder Financial at the time. It was my job to identify new analyses to add to the service, define it for programmers, test it with real and simulated data and then teach the customers how to use it.
From that starting point, I got more involved in the Association, first as a committee member, then a committee chair, then newsletter editor for the first time, and eventually as a member of the Board of Directors.
There is plenty of diversity in what we do and plenty of opportunity in how you can contribute to the Association. I encourage you to find your angle of interest and simply join that committee. As a largely volunteer-powered organization, we need you!
This month, we’ve got the latest installment of Bruno DiGiorgi’s History of Wall Street series, in which we learn more about how Wall Street got its name. The very reliable New York and Chicago chapters have speaker reviews for your enjoyment. And this month’s member interview is with David Keller, CMT.
Toss in the usual Association news and there you have it.
Michael Kahn, CMT
Welcome 2020! But What Did You Learn in 2019?by Scott G. Richter, CMT, CFA, CHP
Happy New Year everyone! Happy New Year to all our members, associates, partners, and friends! Welcome 2020 and all the opportunities it brings! What will 2020 hold for you? Well, it depends...
Protecting the Security of the CMT Examsby Stanley Dash, CMT
An important aspect of a credentialing program like ours is the security and confidentiality of the exams. This is critical to the value and integrity of our charters, and to the value of our CMT...
New York Chapter Speaker Summaryby Tom Bruni, CMT
On Tuesday, December 17th, the New York Chapter hosted Jeff Hirsch, CEO of Hirsch Holdings Inc., Editor-in-Chief of the Stock Trader’s Almanac, and Chief Market Strategist at Probabilities Fund...
The History of Wall Streetby Bruno DiGiorgi
This is the fourth installment of a rerun of periodic series chronicling the history of the street. The series originally ran in Technically Speaking beginning in September 2000. Here is the second...
Chicago Chapter Speaker Reviewby Jim Erdmier, CMT
At one point in the not-so-distant past, the Ceres Café in the Chicago Board of Trade building was the go-to spot for traders, brokers, and other exchange employees. With the trading floors having...
Member Interview – David Keller, CMTby David Keller, CMT
Please tell us what you do professionally. I’m the Chief Market Strategist for StockCharts.com and I also run an independent research and consulting firm called Sierra Alpha Research. I...
Board Nominations Now Openby Alvin Kressler
The Leadership Development Committee of the Board of Directors at the CMT Association is accepting nominations for Director-at-Large positions for the fiscal year commencing July 1, 2020. The Board...
Benzinga Offers Generous Conference Discountby Tyler Wood, CMT
Financial content aggregator Benzinga is offering a 50% discount on registration prices to CMT Association members who wish to attend Benzinga’s Cannabis Capital Conference in Miami this coming...
Members In The Mediaby Marianna Tessello
Money Manager Sets New Financial World Record Kenneth Grant Winans is a successful investment management entrepreneur, renowned author, and an active philanthropist. For three decades, he has...
Membership Newsby Marie Penza
Members on the Move The CMT Association would like to congratulate the following members on their new positions: Barry Powley, CFA, CMT, Associate Portfolio Manager at CastleMoore Inc. John DiRico,...
Scott G. Richter, CMT, CFA, CHP
Scott Richter, CMT, CFA, CHP is a senior portfolio manager for Westfield, which manages over $4B in AUM. He is the lead portfolio manager for alternative assets and is also responsible for investments in the energy and utility sectors. He was formerly the co-manager...
Stanley Dash, CMT
Stanley Dash is the CMT Program Director at the CMT Association, a global credentialing body. In this role, Mr. Dash works with subject matter experts, candidates, and the Association's members to maintain and improve the curriculum, the test experience, and the value of the...
Tom Bruni, CMT
Tom Bruni, CMT is a Technical Analyst at All Star Charts and the founder of BruniCharting. In May 2016 Tom graduated Magna Cum Laude from Molloy College's Business Honors Program where he spent the majority of his four years exploring career paths in the fields of Accounting and...
Jim Erdmier, CMT
Jim Erdmier, who holds a Chartered Market Technician (CMT) designation, has been trading privately and institutionally for 10 years in equities, FX, and futures. He is pursuing a degree in Finance and Computer Science at DePaul University. Jim is Co-Chair of the Chicago Chapter...
David Keller, CMT
David Keller, CMT is Chief Market Strategist at StockCharts.com, where he helps investors minimize behavioral biases through technical analysis. He is a frequent host on StockCharts TV, and he relates mindfulness techniques to investor decision making in his blog, The Mindful...
Alvin Kressler is Executive Director & CEO of the CMT Association. Alvin was previously Director of Research and Corporate Access at Bloomberg Tradebook. Before joining Bloomberg, he was the Executive Director of The New York Society of Security Analysts (NYSSA). At...
Tyler Wood, CMT
Tyler Wood serves as Managing Director of CMT Association with the aim of elevating investors’ mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. He...
Marianna Tessello served as the CMT Association's digital producer from 2018 until 2021. She was responsible for the management of most of the association's front-end digital assets during that time, including social media production, current website information and updates, and...
Marie Penza serves as the Director of Member Services for the CMT
New Educational Content This Month
March 24, 2023
CMT Level III Informational Session
Presenter(s): Stanley Dash, CMT, Tyler Wood, CMT
March 15, 2023
Why the Dow Theory? Multimarket application, Outperformance, Drawdown reduction, and a 120+ years record
Presenter(s): Manuel Blay
March 8, 2023
Money and the Fork in the Road for the Year Ahead
Presenter(s): Brendan McCarty, CMT