A webcast presentation originally held by David Cox, CFA, CMT on March 23, 2022 as part of the CMT Association’s Educational Web Series.

Any investment process is subject to changing conditions and at times, one time frame can operate against an investor’s time frame.

Today, we are facing surging commodity prices/inflation, higher interest rates and a new tightening cycle amidst other headline risks like war, emerging market delistings and closures and signs of global financial instability.

How can we ensure that our investment process is robust enough to notice the bigger picture backdrop as we look to execute in the markets each day?

What’s happening today that could serve as a roadmap for the rest of 2022 and beyond?

Let’s use technical analysis and charts to build a more robust backstop behind us as investors to make sure we see the forest through the trees!