Article Archive For Keyword:
Interview A
AUTHOR: Jayanthi GopalakrishnanDATE: OCT 2016
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
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
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
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
AUTHOR: S&C StaffDATE: JAN 2025
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
AUTHOR: Leslie N. MasonsonDATE: DEC 2020
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
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
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
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
AUTHOR: Leslie N. MasonsonDATE: JAN 2023
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
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
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
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
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
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
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
AUTHOR: Karl MontevirgenDATE: FEB 2021
AUTHOR: Leslie N. MasonsonDATE: Bonus Issue 2020
Interview: A Discussion With David Cox
ARTICLE SYNOPSIS...David Cox is a portfolio manager with CIBC Wood Gundy in Waterloo, Ontario. As part of the Cox Daggett Advisory Group at CIBC, he manages several discretionary portfolios, and he regularly conducts educational forums and workshops for clients. He manages
AUTHOR: Leslie N. MasonsonDATE: APR 2021
Interview: A Discussion with Robert W. Colby, CMT
ARTICLE SYNOPSIS...Robert W. Colby, CMT, has 50 years of professional experience in research, trading, and portfolio management at several large Wall Street firms. Colby is the author of The Encyclopedia Of Technical Market Indicators, which is a standard reference on indi
AUTHOR: Leslie N. MasonsonDATE: JAN 2020
Interview: A Man Of Many Talents: Dan Gramza by Jayanthi Gopalakrishnan
ARTICLE SYNOPSIS...Interview: A Man Of Many Talents: Dan Gramza by Jayanthi Gopalakrishnan
Is there anything Dan Gramza hasn't done? He's president of Gramza Capital
Management and DMG Advisors, LLC. He is an author, trader, analyst, consultant
to domestic and internation
AUTHOR: Jayanthi GopalakrishnanDATE: OCT 2007
Interview: A Minute With Michele Mish Schneider
ARTICLE SYNOPSIS...With more than 30 years of commodity trading experience, Michele "Mish" Schneider is the director of education & trading research for MarketGauge.com, where she is a market analyst, writer, and producer of daily market analysis in "Mish's Daily". She als
AUTHOR: Karl MontevirgenDATE: FEB 2020
Interview: A Technical Narrative With Mark Newton
ARTICLE SYNOPSIS...Mark L. Newton has more than 25 years of buy-side and sell-side experience in financial services. Before moving to the New York City area in 2004, he traded equity options as a market maker and floor trader at the CBOE, and worked in risk management. He
AUTHOR: Karl MontevirgenDATE: OCT 2019
AUTHOR: Jayanthi GopalakrishnanDATE: OCT 2017