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A webcast presentation originally held on May 17, 2017 by Jeffrey Weiss, CMT as part of the CMT Association’s Educational Web Series.

In this motivational session, veteran Wall Street analyst Jeffrey S. Weiss, CMT presents the case for technical analysis to investors with widely varying levels of investment experience. He will show how treating an investment like a personal relationship can help simplify stock market decisions. Jeff’s goal is to remove some of the complexity from the investment process to achieve potentially improved investment results while emphasizing risk management – the cornerstone of any investment discipline.

As told in his recently published book Relationship Investing – Stock Market Therapy For Your Money, there are rules to consider following in the stock market, just as you need to follow guidelines in a relationship. The two are surprisingly intertwined. They include:

  • Communication—you need to be to understand stock market lingo, just as you need to be able to understand your partner
  • Risk management—resolve when to sell your stock by knowing when to break it off with your partner
  • Timing—determine when to buy a stock the way you decide when to take the next step forward with your significant other

For veteran practitioners, this session will provide a new skill set for relating to clients and observing the market’s movements – as well as relaying the value of technical analysis to a novice audience in motivationally humorous and highly informative risk management terms.

Jeff will also be discussing the current technical state of the market based on his 35+ years in the business, while featuring some relevant graphs. He currently serves as chief technical analyst at Clearview Trading Advisors, Inc. here in New York City.