The STA has been holding monthly lectures and meetings in the City of London since 1968.
As a service to members we video most of the meeting presentations and these are available for members to view free of charge.
to view presentations and videos.
STA Monthly Meeting October 2012
Tuesday 9th October 2012
The 3 Ps of trend following
Riccardo follows large- and mid-cap European and U.S. equities, paying attention to domestic and foreign equity indices, currencies, commodities, and interest rates. As a medium-term trend follower, his approach is strongly quantitative in nature; particular attention, however, is devoted to identifying reversal patterns characterized by excessive consensus among investors.
Riccardo will summarise all his knowledge and experience about trend following as an investment and trading technique.
Riccardo Ronco, Head of Technical Analysis, Aviate Global
Riccardo follows large- and mid-cap European and US equities, paying attention to domestic and foreign equity indices, currencies, commodities and interest rates. As a medium-term trend follower, his approach is strongly quantitative in nature; particular attention, however, is devoted to identifying reversal patterns characterized by excessive consensus among investors.
STA Monthly Meeting September 2012
Tuesday 18th September 2012
Translating Gann into a practical trading method
A presentation by Fred Stafford of his 40 year progress in pinpointing exact pre-determined tops and bottoms for all investment vehicles.
Fred will analyse elements of Gann to illustrate his system. He will refer to recorded past analysis predicting precisely the price and time of major turning points for a selection of equities, currencies, commodities etc. At the end of the talk he will leave members with a number of charts indicating future tops and bottoms for their consideration. The future need not necessarily emerge out of the fog but often be planned for with some certainty.
Fred Stafford, Gann Management
Fred Stafford is one of the world’s leading exponents of the works of William D Gann and has enjoyed an uninterrupted career in the Financial Services industry for almost 50 years. During this time he has accumulated an impressive expertise as a teacher and practitioner of the techniques of one of the great traders of the 20th century.
STA Monthly Meeting & Summer Party July 2012
Tuesday 10th July 2012
Investing in the second lost decade
Martin will talk about his latest book, co-authored with partners Joe Turner and Tom Kopas, Investing in the Second Lost Decade. He will show how he uses technical analysis to navigate secular and cyclical trends in stocks, bonds and commodities.
On March 24 2000 the S&P Composite began a secular bear market and by June 1 2012 had lost 17% from that peak. When adjusted for inflation the drop exceeded 30%. In this presentation Martin Pring will explain why he thinks the secular bear market in equities has further to run and why the buy hold approach will continue to be a failed strategy. In doing so he will outline the root causes of secular bears and the conditions that will signal the next secular bull. Long-term trends in commodities and interest rates are germane to this analysis and will also be covered. Finally, he will introduce the Dow Jones Pring Business Cycle Index (DJPRING), a new rules based index that capitalizes on these concepts.
Martin Pring, Chairman, Pring Turner Capital Group
Martin J Pring entered the financial markets in 1969 and has grown to become a leader in the global investment community. He founded Pring Research in 1981 and began providing research for financial institutions and individual investors around the world. Since 1984, he has published the “Intermarket Review”, a monthly market letter offering a longterm synopsis of the world’s major financial markets.
STA Monthly Meeting June 2012
Tuesday 12th June 2012
Mick’s presentation will explore the diversification that can be provided by managed futures in an investment portfolio. He will introduce managed futures and provide a brief background to the industry and the markets traded. The presentation will cover the strategy’s correlation to equity markets and show real life trade examples and the diversification achievable with Managed Futures.
Mick Swift, Deputy CEO & Research Director, Abbey Capital
Mick Swift is the Deputy Chief Executive Officer & Research Director at Abbey Capital. Abbey Capital is an alternative investment firm; its flagship multi-manager fund is focused on managed futures and foreign exchange.
STA Monthly Meeting May 2012
Tuesday 8th May 2012
A Brief Pantology of Technical Analysis
Tom’s talk will touch back onto his Rhythm of Time lecture and see what worked/did not work out – ie. look back at some cycle activity (even including sunspots), and then touch on some concepts in Technical Analysis, such as Lucas Tables and the Padovan sequences for forecasting, and incorporate the more esoteric in passing too. He will broach the subject of market behaviour past and future, using exogenous shock examples etc. He then aims to outline briefly the misconceptions in the analytical world such as Gausian theory; also on Fractal arguments put forward by Mandlebrot, to better understand market behaviour.
Tomasz Pelc MSTA CFTe, Global co-head Macro Technical Strategy, Nomura International
Tom has 24 years’ experience of financial markets, starting as a technical analyst/strategist with Standard and Poors. After Merrill Lynch, he comanaged Othon Investment, a $2 Billion Hedge Fund, before becoming Head of Technical Strategy at RBS for 10 years.
STA Monthly Meeting April 2012
Wednesday 18th April 2012
FX & Fixed Income Markets
In his presentation, George Davis will discuss the technical approach and methodology that he uses to analyse FX and fixed income markets. An overview of chart types and indicators will be addressed as part of his approach, along with the role of intermarket analysis. This framework will then be applied in “real time” in order to assess some of the key intermarket themes that are currently impacting the various asset classes. This will be followed by the outlook for selected FX currency pairs and crosses, followed by an assessment of the outlook for key global interest rate markets, including the US, UK and Eurozone.
George Davis, MD & Chief Technical Analysts, RBC Dominion Securities
George Davis, CMT is Managing Director and Chief Technical Analyst, Fixed Income and Currency Strategy at RBC Capital Markets in Toronto. He is responsible for technical analysis of FX, interest rate and commodity markets. Prior to this, George was a Senior Dealer and Vice President on the spot Canadian dollar and forward foreign exchange desks at RBC in Toronto and a foreign exchange Dealer in Montreal.
STA Monthly Meeting March 2012
Tuesday 13th March 2012
What can the stock market tell you about society’s mood swings? A socionomic perspective on social mood and social events.
Matt Lampert’s talk will illustrate how the emergence of many contemporary social developments – from the Arab Spring to the political and economic tensions in the European Union to the Occupy Wall Street movement – can be understood through the paradigm of socionomics. Along the way, Matt will introduce the Elliott wave model of financial market price fluctuation, distinguish it from orthodox models of financial market behaviour, discuss what the stock market’s trajectory can tell us about the likely trajectory of the character of social events, and describe new technologies and research methods that are enhancing our understanding of how social mood motivates social actions from the trading floor to the dance floor to the floors of houses of parliament.
Matt Lampert, Research Fellow, Socionomics Inst
Matt Lampert is a Research Fellow of the Socionomics Institute and a doctoral candidate in the sociology department at the University of Cambridge. His research applies socionomic theory to the actions of financial and political institutions and seeks to understand financial markets from a socionomic perspective.
STA Special Meeting March 2012
Tuesday 13th March 2012
Tom DeMark, Founder and CEO, DeMark Analytics
Tom DeMark is the creator of the DeMark Indicators® and the founder and CEO of DeMark Analytics LLC. The DeMark studies are known internationally for their objective and mechanically-driven approach to both trading and investing, and are designed to anticipate potential price activity in the financial markets.
STA Monthly Meeting February 2012
Tuesday 21st February 2012
Nicole will begin her talk by briefly going over how the cloud charts work. Then she will go over a series of different asset classes and show how well/badly they performed in 2011, in themselves, relative to opportunity costs and whether the clouds were of any use in predicting the moves. Then she will look at those where the clouds did work well and see if currently these look as though they might actually predict this year’s moves as well.
Nicole Elliott, Investors’ Chronicle
After graduating from the London School of Economics Nicole Elliott started her banking career in the City of London in 1982. Whether in trading, sales or an advisory capacity Technical Analysis has been the bedrock of her methodology.
STA Monthly Meeting January 2012
Tuesday 10th January 2012
Alan Collins: Foreign Exchange
Clive Lambert: Fixed Income
Nicola Merrell: Equities
Stephanie Aymès: Commodities
Alan Collins MSTA, PIA-First
Alan has been in the financial markets since 1980. Working for Barclays and KOP/Merita as a spot, forward and proprietary trader and as head of FX sales using technical analysis as a basis for all roles. After working at Dresdner as a technical analyst he and 2 colleagues founded PIA-First, an independent technical analysis company that covers FX, fixed income and equity indices.
Clive Lambert MSTA, Founder, FuturesTechs
Clive is the founder, and continues to be the main contributor, for FuturesTechs. He has been in the City for 24 years, has been in the futures market for 20 years as a broker and trader, and has been writing technical analysis for over 10 years. He is the author of the book “Candlestick Charts: An Introduction to Using Candlestick Charts”.
Nicola Merrell MSTA, Redburn Partners
After training as a technical analyst with Standard and Poor’s, Nicola joined forces with Nick Glydon at Flemings. Subsequently the team moved to JP Morgan before helping found Redburn Partners in 2003.
Stéphanie Aymès, Societe Generale CIB
Stéphanie is Senior Technical Analyst, joining SG CIB in 2006 where she first developed the Commodity technical analysis before developing and coordinating the cross-asset technical analysis with a special focus on Forex and Rates. Stéphanie has 15 years experience in technical analysis on various financial markets and from 2000 to 2005 she lectured technical analysis at Paris IX Dauphine University to BSc students.
STA Monthly Meeting & Christmas Party December 2011
Tuesday 6th December 2011
Market Breadth Indicators with a particular focus on the McClellan Oscillator
Glyn’s brief talk will be concerned with the use of breadth indicators in the equity markets. In particular he will focus on the McClellan Oscillator and new ways of employing this analysis that he has been researching.
Glyn Bradney MSTA, Thomson Reuters
Glyn Bradney was a trader / chief dealer in the London money markets for 20 years after graduating from Imperial College in Chemistry! His long standing membership to the STA goes back to the days of our predecessor, ACTA. In 1992 he joined Reuters, now Thomson Reuters, and continues to work there, having global responsibility for graphics and technical analysis.
STA Monthly Meeting November 2011
Tuesday 15th November 2011
How to integrate technical analysis into asset management strategies
Mr Baudrillart has been using technical analysis for more than 15 years. Over that period he advised all types of investors, from intraday traders to pension fund managers. He will discuss how to successfully implement technical analysis into classical asset management strategies and will talk about the importance of time frames. Cyril will also explain why fundamental and technical analysis are complementary tools and what to do when conflicting conclusions emerge. Finally, he will discuss the strengths of market breath indicators as a valuable tool to improve market comprehension.
Cyril Baudrillart, Senior Investment Advisor, BBSP
Cyril Baudrillart is a Senior Investment Advisor working for BBSP Partners, a European Equity Brokerage firm specialized in market timing consulting. He has been a full-time technical analyst since 1995, first as a buy-side analyst and then as a sell-side technician. He was Exane BNP Paribas’ chief technical analyst between 2000 and 2010.
STA Monthly Meeting October 2011
Tuesday 11th October 2011
Quantitative trading systems: improve the reliability and predictability of mechanical trading systems
Robert’s presentation will cover:
- How quantitative trading methods fit into the broader context of technical analysis, efficient market hypothesis and fundamental analysis
- Practical methods for design, testing and validation of different classes of systems using a fully quantitative approach
- How trading optimisation, back-testing and walkforward back-testing models can be applied to different trading models to dramatically improve reliability and predictability
- Knowing when a quantitative system has ceased to be profitable
- The major pitfalls in developing predictive trading systems such as over-optimisation and curve-fitting.
Robert Grigg, National President, ATAA
Robert is a full time trader, trading systems developer and systems consultant. He is a director and investment manager at Crystal Blue (Aust) Pty Ltd where he manages family based funds.
STA Monthly Meeting September 2011
Tuesday 13th September 2011
Maintaining Positions within a Trending Market
Within his presentation, Richard will cover the current outlook for global fixed income markets, stocks and FX. He will highlight how he uses a combination of momentum, trending and sentiment to establish the directional risk and how he attempts to obtain full profit potential by staying with the trend.
Richard Adcock MSTA, Managing Director, Adcock Analysis
Richard Adcock is managing director, Adcock Analysis, an independent technical research service, offering subscriptions for weekly reports and daily updates, on FX and rates markets. Adcock Analysis Ltd has been voted top independent technical research house for FX in 2017 & 2018, and Richard Top Fixed Income Technical Strategist, in the Technical Analyst magazine poll for 2009, 2011 & 2013, as well as runner up in 2010 and 2012. Top spot in the best Fixed Income Technical Analyst section of the Extel Awards was also achieved during his time with UBS.
STA Monthly Meeting & Summer Party July 2011
Tuesday 12th July 2011
Risk Appetite, World Wealth and New Data
As well as research into new indicators, and collaboration with the quantative world, it is “new data” that is seen as the most exciting area for new research.
At Credit Suisse, technical analysts work closely with their colleagues in the strategy teams to create and analyse bespoke sets of data. The result of this has been to generate excellent signals to identify a variety of major turning points across assets, and shifts in macro themes.
As an example of “new” data, David Sneddon will focus in more detail on the Credit Suisse Risk Appetite series of indices – Global, Equity, Credit & US Fixed Income – how they are constructed, analysed and the subsequent “risk on” and “risk off” signals. He will also briefly look at World Wealth.
David Sneddon MSTA, Managing Director, Credit Suisse
David Sneddon is a managing director of Credit Suisse in the Investment Banking division, based in London. He is global head of Technical Analysis and is responsible for overseeing the entire technical analysis product, covering the Fixed Income, FX, Equity and Commodity markets, as well as the provision of technical analysis education within Credit Suisse and for clients globally.
STA Monthly Meeting June 2011
Tuesday 14th June 2011
Murray will present on how to combine the Elliott Wave Principle with Trend Following in order to enhance returns and seek out high probability opportunities. He will also address why Elliott’s Wave Principle is arguably the purest form of technical analysis and present his current market outlook across the macro asset class space, including some socionomic analysis.
Murray Gunn, Head of Research, Elliott Wave International
Murray Gunn MSTA is Head of Research for Elliott Wave International’s Global Market Perspective, a monthly summary of the firm’s 25 analysts’ views on every major freely traded market in the world. (You can follow his Elliott Wave analysis at www.elliottwave.com)
STA Monthly Meeting May 2011
Tuesday 10th May 2011
Trends in Behavioural Finance
Nick is a trend follower, using relative momentum, breakouts and volume, but also some seasonal work and other cycles. He will talk about how behavioural finance can explain why trends exist and persist, and which momentum measures work best, as well as reviewing some recent behavioural finance findings.
Nick Glydon, Co-Founder, Redburn Partners
Nick Glydon has worked as a technical analyst since 1986, most recently at Credit Lyonnais, Flemings and JP Morgan. In 2003 he co-founded Redburn Partners, now Europe’s biggest independent equity broker.
STA Monthly Meeting April 2011
Tuesday 12th April 2011
Seize the Trade
Susan will take us through some recent and current trades to demonstrate how she uses her favoured techniques to select, plan, enter and to exit her trades. All with the emphasis on simplicity.
Susan Marmor, Private Investor and Educator
Susan has been managing her own money for nearly six years. She has a degree in Economics and Philosophy from the University of East Anglia, after which she spent nearly 25 years working in the advertising industry.
STA Monthly Meeting March 2011
Tuesday 8th March 2011
Technical analysis using Trend - Target - Timing
Management Joint Trust (MJT) offers an “All in one” online technical analysis solution based on a 3T methodology (Trend – Target – Timing). It uses a combination of two standard deviation envelopes to define the trend, periods of stress within this trend and calculate impulsive and corrective targets. The analysis is completed with two series of proprietary timing oscillators to anticipate future and confirm current high and low risk areas.
Jean-François Owczarczak, Edouard’s son and Director at MJT, will explain the main principles behind the methodology and review current markets using the online tool.
Edouard Owczarczak, Management Joint Trust SA
Edouard founded Management Joint Trust SA in 1969 in Geneva, Switzerland, and introduced in the early 1970’s the concept of an “All in one methodology” for technical analysis (Trend – Target – Timing).
Jean-Francois Owczarczak, Management Joint Trust SA
Jean-François graduated from the University of St Gallen in 1997 with a Masters degree in Banking and Finance. He joined Management Joint Trust SA in 2003, having previously spent five years working in investment banking in London.
STA Monthly Meeting February 2011
Tuesday 8th February 2011
Free your mind with Elliott/Fibonacci applications or how to dissolve fixed concepts
Thomas Anthonj MSTA, Executive Director and Senior Technical Strategist of FX Strategy, JPMorgan
Thomas joined JPMorgan in September 2009, taking over the role of FX Technical Strategist. His main focus is on G10 and European currencies where he develops trading and investment strategies, mainly on the basis of Elliott and Fibonacci-applications.
STA Monthly Meeting January 2011
Tuesday 11th January 2011
Panel Debate: 2011 Outlook
William Moore, Technical Strategist, RBS
William is a Technical Strategist responsible for contributing to the RBS Global Technical product across all asset classes. He joined RBS from Tradermade International in 2009.
Tim McCullough, Lloyds Bank
Tim manages technical strategy for fixed income and foreign exchange at Lloyds Bank in London. He has over 25 years’ experience of trading, sales and strategy and has been a member of the STA for the last 10 years. Tim applies a blend of trend-following with contrarian indicators, principally Ichimoku and DeMark, across all asset classes and timeframes. In addition to a passion for classical languages, he has also been spotted more recently in the gym.
Peter Goodburn MSTA, Founding Partner, WaveTrack International
Peter is the founding partner of WaveTrack International and has published Elliott Wave analysis for all of the four asset classes for over 20 years. He is the author of the monthly institutional EW-Navigator and the biweekly shorter-term EW-Compass reports.
Brenda Sullivan, Head of Research, Sucden Financial
Brenda has been Head of Research at Sucden Financial Ltd since 2008. Brenda and her team provide economic and related views with technical analysis on a wide range of markets.
STA Monthly Meeting & Christmas Party December 2010
Tuesday 7th December 2010
Staying Alive with Technical Analysis
On the night of the STA Christmas party he will give a humorous, seasonal review of Technical Analysis and it’s relevance to “Life, the Universe, and Everything.” Robin looks back on a life time in the City and will reveal all the secrets he has learned over the years, if he can remember them. Failing that we will have a jolly good Christmas party.
Robin Griffiths FSTA, Chief Technical Strategist , ECU
Robin Griffiths joined Cazenove Capital in 2008 as Technical Strategist, providing strategic input and marketing support, primarily to Private Wealth Management.
STA Monthly Meeting November 2010
Tuesday 9th November 2010
TA from the Buy Side: Bottom Up, Top Down and Everything in Between
During his talk Jeff will share with the audience his experiences and personal techniques for successfully integrating the technicals with the fundamentals, and provide some of his current views on the markets.
Jeff Hochman, Director of Technical Strategy, Fidelity Worldwide Investment
Jeff Hochman is Director of Technical Strategy at Fidelity Worldwide Investment. In his current role, Jeff manages a team of Technical Analysts with whom he provides support to Equity Fund Managers and Equity Research Analysts at both stock picking and macro asset allocation levels. He also frequently represents Fidelity to clients, the press and at conferences.
STA Monthly Meeting October 2010
Tuesday 12th October 2010
The 40-year cycle or What is wrong with Elliott Wave Theory
Mr Meisels will be talking about the 40-year cycle. According to him since 1789 the US equity market has experienced six secular cycles. They consist of a secular bull and a secular bear phase and last approximately 40 years. The secular bull consists of numerous (± 4 year) Dunbar Cycles which usually have progressively higher highs and higher lows. The secular bear consists of two Dunbar Cycles, where the second is rarely higher than the first, and where one of the bear phases is significantly worse than the other.
Elliott Wave Theory forces each secular cycle into a larger entity (Supercycle, Grand Supercycle, etc.) whereas one, according to Ron, should look at each separately. Once the two bear markets within the secular bear are completed (most recently in March 2009), the secular bear is over, and a new secular cycle begins. Therefore, there is no reason to maintain that we are still in a secular bear market.
Ron Meisels, Founder and President, Phases & Cycles Inc
Ron Meisels is the developer of the “Meisels Index”, an overbought/oversold indicator based on daily closings prices. He is a highly respected technical analyst with over 40 years of stock market experience and the founder and president of Phases & Cycles Inc.
STA Monthly Meeting September 2010
Tuesday 14th September 2010
The BNP Paribas Currency Bias Indicator
The BNP Paribas Currency Bias Indicator is generated from the bank’s system of trading models and provides a ranking of the relative strength of currencies based on their current trading performance. The performance of each currency is compared to every other currency within the BNP Paribas system of models to identify currencies which may be gaining or losing relative strength, or are at an overextended position (bullish or bearish extremes). The system provides a good indicator of when currencies are set to accelerate trends, or are vulnerable to a correction (or even a change in trend). It can be deployed across multiply time scales to provide intraday automated trading signals, right through to providing a systematic portfolio hedging tool.
Ian Stannard, Senior Currency Strategist, BNP Paribas
Ian Stannard is the Senior Currency Strategist for BNP Paribas in London, with 25 years experience in financial markets. Ian combines Fundamental Economic Research with Technical/Quantitative and Flow Analysis to provide FX Strategies.