A presentation as part of the CMT Tampa Midwinter Retreat 2025

About the Presentation: In this thought-provoking session, we dive deep into the merits of technical analysis, providing evidence that challenges the conventional wisdom of passive investing. Advisors will gain key insights into how and why technical analysis works when price and value are not aligned. We will highlight specific data and examples showing when and where market inefficiencies occur, arming you with powerful arguments against the passive investing narrative. By questioning assumptions about market efficiency, this session equips advisors with a nuanced understanding of how to add value through active strategies, particularly in volatile conditions.