Article Archive For Keyword: Conversation

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• Interview: Conversation With Tom Dorsey

  ARTICLE SYNOPSIS...When point & figure charting (PnF) is mentioned in investment circles, Tom Dorsey's name instantly comes up. Interestingly, he first was introduced to PnF charts by a co-worker, and it changed his life's focus. Dorsey realized that the PnF approach was w

AUTHOR: Leslie N. MasonsonDATE: FEB 2022

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• Interview: A Conversation With Alon Horesh

  ARTICLE SYNOPSIS...Alon Horesh has been an active trader in the US equity markets since 2005. He is the cofounder of Alpha Over Beta (alphaoverbeta.net), which specializes in automated trading solutions. As a software systems architect, Horesh has been involved in the deve

AUTHOR: Karl MontevirgenDATE: SEP 2021

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• Interview: A Conversation With Andrea Unger

  ARTICLE SYNOPSIS...Andrea Unger is a full-time professional trader, president of Unger Academy, and author of The Unger Method (2021). He is a four-time World Trading Champion (2008, 2009, 2010, and 2012), an honorary member of SIAT (Italian Society of Technical Analysis,

AUTHOR: S&C StaffDATE: APR 2024

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• Interview: A Conversation With Ari Wald, CFA, CMT

  ARTICLE SYNOPSIS...Ari H. Wald is managing director and head of technical analysis with Oppenheimer & Co. Inc., providing market-, sector-, and stock-level research to the firm's advisors and institutional clients. Previously, he served as equity research analyst at Brown

AUTHOR: Leslie N. MasonsonDATE: MAR 2024

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• Interview: A Conversation With Brian Shannon

  ARTICLE SYNOPSIS...Brian Shannon, CMT, has been involved with Wall Street for over three decades. He was lead trader and director of research at MarketWise Securities from 1999 to 2006, where his focus was providing technical analysis training and education to individuals.

AUTHOR: Leslie N. MasonsonDATE: JUL 2023

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• Interview: A Conversation With Charles D. Kirkpatrick II, CMT

  ARTICLE SYNOPSIS...The 50-year investment and trading career of Charles Kirkpatrick II has encompassed trading and investing, market analysis, research & development, writing, speaking, and teaching. As president and founder of Kirkpatrick & Company, Inc., a private techni

AUTHOR: Leslie N. MasonsonDATE: MAR 2020

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• Interview: A Conversation With Charles Kirk

  ARTICLE SYNOPSIS...Charles E. Kirk is an independent, full-time ETF trader, and is the longtime publisher of The Kirk Report (www.kirkreport.org). The report started out as a popular blog in 2003, when Kirk began regularly posting about stocks, trading, investing, and the

AUTHOR: Leslie N. MasonsonDATE: MAR 2023

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• Interview: A Conversation With David Lundgren

  ARTICLE SYNOPSIS...David Lundgren, CMT, CFA, is a 30-year investment industry veteran with a focus on technical analysis strategies, particularly momentum and trend following. He was a managing director, portfolio manager, and director of technical research at Wellington M

AUTHOR: Karl MontevirgenDATE: OCT 2021

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• Interview: A Conversation With Dennis Tilley

  ARTICLE SYNOPSIS...Dennis Tilley has traded securities for over 25 years. Since 1999, he has been Director of Research and Chief Investment Officer at Merriman Wealth Management LLC, and is currently Director of Alternative Investments. He has extensive experience in asset

AUTHOR: Leslie N. MasonsonDATE: JUL 2021

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• Interview: A Conversation With Eric D. Wish

  ARTICLE SYNOPSIS...Since 1990, Eric Wish, PhD, has been director of the University of Maryland College Park's Center for Substance Abuse Research (CESAR), where as a research psychologist, he has focused on drug abuse epidemiology. In addition, since 2006 he has taught cou

AUTHOR: Leslie N. MasonsonDATE: NOV 2019

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• Interview: A Conversation With Gail Dudack

  ARTICLE SYNOPSIS...Gail M. Dudack is a well-known and respected technical analyst, investment strategist, market commentator, and writer with a long and distinguished 50-year career on Wall Street. She is a past president of the CMT Association, and was a member of the New

AUTHOR: Leslie N. MasonsonDATE: MAY 2023

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• Interview: A Conversation With Gregory Morris

  ARTICLE SYNOPSIS...Gregory Morris has a 50-year investment career as a technical analyst, a prolific developer of indicators and trading systems, educational speaker, and an accomplished author of books on trend analysis, breadth, and candlesticks. Leslie Masonson intervie

AUTHOR: Leslie N. MasonsonDATE: NOV 2022

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• Interview: A Conversation With Herb Friedman

  ARTICLE SYNOPSIS...Herb Friedman manages money using high-yield mutual funds, an investment area not often covered in this magazine. Friedman offers investment advice as an investment advisor representative of Portfolio Medics, an SEC-registered investment advisor. Quantit

AUTHOR: Perry J. KaufmanDATE: NOV 2023

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• Interview: A Conversation With Jack Schwager

  ARTICLE SYNOPSIS...Jack Schwager is a trading expert and author of the bestselling Market Wizards book series as well as other notable books in the field. In his latest book, Unknown Market Wizards, he interviews eleven successful low-profile traders to examine how they ha

AUTHOR: Karl MontevirgenDATE: JUN 2021

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• Interview: A Conversation With Jake Bernstein

  ARTICLE SYNOPSIS...Jake Bernstein, president of Network Press Inc., is an internationally known commodities and futures analyst, prolific author, trader and researcher. He is chief market strategist and publisher of the Jake Bernstein's Weekly Capital Markets Report, publi

AUTHOR: Leslie N. MasonsonDATE: SEP 2020

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• Interview: A Conversation With Jay Kaeppel

  ARTICLE SYNOPSIS...Jay Kaeppel has over 30 years of varied experience in options, equity, and futures trading as a research analyst, trader, and portfolio manager. For the past five years he has been a vice president and director of research at Alpha Investment Management.

AUTHOR: Leslie N. MasonsonDATE: JUL 2020

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• Interview: A Conversation With Jeffrey Saut

  ARTICLE SYNOPSIS...Jeffrey D. Saut's career on Wall Street began in 1971. He worked at a number of Wall Street firms over the years, most recently for Raymond James as chief investment strategist and managing director of the firm's equity research department, and is curren

AUTHOR: Leslie N. MasonsonDATE: APR 2020

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• Interview: A Conversation With John Ehlers

  ARTICLE SYNOPSIS...After four decades of providing products, services, and education to traders through his company, MESA Software, John F. Ehlers has announced his retirement. Ehlers, a Contributing Editor to STOCKS & COMMODITIES since nearly the magazine's launch, is a p

AUTHOR: Kevin J. DaveyDATE: APR 2023

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• Interview: A Conversation With Jon Wolfenbarger

  ARTICLE SYNOPSIS...Jon Wolfenbarger, CFA, has over 25 years of professional investment experience. In addition, he spent over three decades studying investing and economics to develop an approach to investing based on technical, fundamental, economic, and long-term returns

AUTHOR: Karl MontevirgenDATE: MAY 2022

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• Interview: A Conversation With Joseph W. Cotton

  ARTICLE SYNOPSIS...Joseph Cotton first published his "Cotton's Technically Speaking" newsletter in 1986, which provides a weekly market assessment and several weekly stock picks along with charts. He has longtime experience in charting, tape reading, and technical analysis

AUTHOR: Leslie N. MasonsonDATE: AUG 2021

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• Interview: A Conversation With Julius de Kempenaer

  ARTICLE SYNOPSIS...Julius de Kempenaer is the founder and director of RRG Research and the developer of Relative Rotation Graphs (RRGs), which is charting technology for data visualization of sector rotation. The RRG software can be found on several major trading platforms

AUTHOR: Leslie N. MasonsonDATE: DEC 2020

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• Interview: A Conversation With Katie Stockton

  ARTICLE SYNOPSIS...Katie Stockton, CMT, is founder and managing partner of Fairlead Strategies, LLC (FairleadStrategies.com), an independent research firm and investment advisor founded in 2018. The firm uses technical analysis as its main tool to discern the stock market'

AUTHOR: Leslie N. MasonsonDATE: DEC 2022

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• Interview: A Conversation With Louise Yamada

  ARTICLE SYNOPSIS...Louise Yamada, CMT, was managing director of Louise Yamada Technical Research Advisors (LYA) for 15 years. Previously, she was managing director and head of technical research for Smith Barney. She received the CMT Association's lifetime achievement awar

AUTHOR: Leslie N. MasonsonDATE: JUL 2022

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• Interview: A Conversation With Meb Faber

  ARTICLE SYNOPSIS...Mebane T. Faber, CMT, CAIA, is co-founder and chief investment officer of Cambria Investment Management, which manages a dozen ETFs, with $1.9 billion in assets under management. Faber is host of The Meb Faber Show Podcast. He also created The Idea Farm

AUTHOR: Leslie N. MasonsonDATE: SEP 2023

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• Interview: A Conversation With Ned Davis

  ARTICLE SYNOPSIS...Ned Davis, senior investment strategist, founded Ned Davis Research (NDR) in 1980. He has been professionally involved in the stock market for over 50 years. He is the author of Being Right Or Making Money (2014). His philosophy is that an investor can c

AUTHOR: Leslie N. MasonsonDATE: OCT 2020

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• Interview: A Conversation With Peter Eliades

  ARTICLE SYNOPSIS...Peter Eliades has been offering stock market cycle analysis for half a century. His analysis identifies key short- and long-term market highs and lows. He published the Stock Market Cycles newsletter for 36 years. He currently offers subscribers a nightl

AUTHOR: Leslie N. MasonsonDATE: JAN 2023

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• Interview: A Conversation With Prashant Shah

  ARTICLE SYNOPSIS...Prashant Shah is co-founder and CEO of Definedge Solutions, which develops financial products and research. Shah has over 25 years of stock market experience that includes trading as well as developing software, technical indicators, algorithms, and trad

AUTHOR: Leslie N. MasonsonDATE: MAY 2024

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• Interview: A Conversation With Ric Edelman

  ARTICLE SYNOPSIS...Ric Edelman founded the Digital Assets Council of Financial Professionals (DACFP) in 2018 to help financial advisors learn about the digital asset revolution encompassing blockchain, digital assets, and digital currencies. DACFP provides education, train

AUTHOR: Leslie N. MasonsonDATE: APR 2022

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• Interview: A Conversation With Sam Stovall

  ARTICLE SYNOPSIS...Sam Stovall, CFP, is currently Chief Investment Strategist at CFRA Research and provides commentary and analysis on the equity markets, with particular attention paid to industry and sector seasonality and momentum. He also serves as chairman of the CFRA

AUTHOR: Leslie N. MasonsonDATE: AUG 2019

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• Interview: A Conversation With Stan Weinstein

  ARTICLE SYNOPSIS...Stan Weinstein's 50+ year career in the markets has been the joy of his life, after that of his family. He became interested in the stock market during his college days and decided to become a subject expert. After a short stint at two brokerage firms, h

AUTHOR: Leslie N. MasonsonDATE: NOV 2021

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• Interview: A Conversation With Sunny Harris

  ARTICLE SYNOPSIS...Sunny Harris is a full-time trader as well as a programmer, teacher, and consultant to individual and institutional clients. Harris has been a speaker at many conferences and seminars and has made various media appearances over the years. She regularly g

AUTHOR: Karl MontevirgenDATE: SEP 2022

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• Interview: A Conversation With Teresa Lo

  ARTICLE SYNOPSIS...Teresa Lo has enjoyed a productive and successful career in the stock market over several decades. After working at brokerage firms, she began trading for herself, first in daytrading and then swing trading before eventually becoming more of an investor

AUTHOR: Leslie N. MasonsonDATE: DEC 2023

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• Interview: A Conversation With Timothy Brackett

  ARTICLE SYNOPSIS...Timothy Brackett, MSTA, CFTe, is a technical analyst with 35 years of financial market experience, both on the sell side and buy side. He is CEO and founder of The Market's Compass, LLC (themarketscompass.com), which offers market consulting services as

AUTHOR: Karl MontevirgenDATE: MAY 2021

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• Interview: A Conversation With Urban Jaekle

  ARTICLE SYNOPSIS...Urban Jaekle has been trading stocks since 1995 and futures since 2000. He is coauthor of Trading Systems: A New Approach To System Testing And Portfolio Optimization (2019, second edition) along with Emilio Tomasini. He worked on the trading floor of th

AUTHOR: Karl MontevirgenDATE: FEB 2021

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• Interview: A Conversation With Ziad Jasani

  ARTICLE SYNOPSIS...Ziad Jasani became a self-directed investor in 2008 and experienced an intensive education by training with top portfolio managers and trading mentors. He is currently Managing Director and Head Swing Trader of the Independent Investor Institute, which h

AUTHOR: Leslie N. MasonsonDATE: Bonus Issue 2020