All the guidance you need for sound investment decisions
Technical Investment Strategy
Weekly reports and daily updates of key financial markets including global equity markets, fixed income assets, currencies and commodities.
Individual Stock Analysis
Risk and reward analysis of single stock securities to identify upside opportunities as well as address the downside risks to an investment.
Client Conference Calls
Customized to meet the specific needs of each client. Work collaboratively with the client throughout the entire process.
Comprehensive reviews and technical assessments of client portfolios including stock positions and Exchange Traded Funds.
Technical assessments of major S&P 500 sectors including sector analysis, group rotation and flow studies.
Blogs and Emails
Updates of important market moving news through online blogs, blast emails and voice recordings.
My mission is to help you simplify your current financial situation, identify new investment opportunities, evaluate your financial risks, and prepare you for what's down the road.
As an investment professional with over thirty years of financial experience, working at the American Stock Exchange, Shearson/Lehman Brothers, PaineWebber and UBS I am committed to applying my market knowledge and risk management skills across global financial markets to help you and your clients make informed and confident investment decisions.
In the past 25-years as PaineWebber and UBS CIO Chief Technical Strategist, I've gained valuable knowledge in the global financial marketplace guiding clients through different market conditions. I specialize in assessing market risks, understanding client needs, and identifying tactical and strategic investment opportunities.
I will bring my professional integrity, dedication and thoughtful investment guidance to make investing simple, straightforward and most important, profitable so that you and your clients can achieve your financial goals.
Frequently Asked Questions
What is Technical Analysis?
Technical Analysis is one of three investment disciplines that is used to evaluate investments and identify trading and investment opportunities. Technicians believe that studying past trading activities, historical patterns, and price changes can be valuable indicators of a security's future price trends. Technical Analysis is based on three major assumptions: (1) Market discounts every thing. Everything that impacts a stock price from fundamentals to market psychology are already priced into the stock; (2) Price moves in trends. A stock price is more likely to continue in the same direction until it reverses; and (3) History tends to repeat itself. The repetitive nature of price trends is often the direct result of market psychology such as fear, greed, and excitement. These human emotions led to the formation of price patterns that often repeat themselves over time.
Origins of Technical Analysis
Technical Analysis is perhaps the oldest investment discipline to be used to successfully forecast financial markets. Its origin dates back to Japan during the 17th century. A rice trader named Munehisa Homma used Candlestick charts to trade the rice futures market. It was not until the end of the 19th century that modern Technical Analysis was first introduced to the investment public by Charles Dow, the co-founder of Dow Jones & Company and the publisher of The Wall Street Journal. His articles discussing market movements and market behavior led to the creation of the Dow Jones Industrial Average and the Dow theory setting the stage for modern Technical Analysis. In 1948, Robert Edwards and John Magee, published the bible of Technical Analysis - "Technical Analysis of Stock Trends." Magee basically charted anything that could be graphed and traded exclusively with historical charts.
Myths of Technical Analysis
Who does not want to get a glimpse into the future, even for a few minutes? Technical Analysis is neither tea leaf reading or the holy grail to investing. Investing is simply not an exact science that can be quantify. Rather successful investing takes patience, experience and above all disciplined. One of the many myths of Technical Analysis is past prices do not predict future prices. Although, past market actions may not repeat in exactly the same manner as before they do tend to rhyme over time. One often study history or Technical Analysis to gain knowledge and to understand that when events and market actions are repeated then you can capitalize on it. " A famous saying holds true to life as well as in investing - "Those that cannot remember the past are condemned to repeat it" (George Santayana - 1905). Myth #2 - academics claim that Technical Analysis don't work. This investment discipline have been around for a long time and have stood the test of time. Myth #3 - major investors don't use Technical Analysis. On the contrary, knowledge is power and this also applies to investing. Successful and astute investors will use whatever means at their disposal to gain an edge in the marketplace. No single investment discipline will work in all markets and at all times. Recognizing the strength and weakness of each of these investment disciplines will help an investor consistently outperform, especially during volatile and irrational time periods.
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