Past Meetings

Past Meetings

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.

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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 STA Meetings : Speakers : Jeff Hochman

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.

STA Monthly Meeting & Summer Party July 2010

Tuesday 6th July 2010

B-R-I-Cs to P-I-I-G-S and now M-A-V-I-N-S

The American humourist Mark Twain said more than 100 years ago that “September was a bad month for the (stock) markets, as was October, November, December etc.”

Therefore, one has to ask if you ‘darling buds of M-A-Y’ saw IT coming way back when we uttered a major sigh of relief that 2009 was finally over! Did we see the Euro falling to a 4-year low @ $1.1876, the Swiss Franc once again becoming a safe haven and what about gold…$1,250+ and going higher with bond rates falling? Well, the world’s bond markets have been telling this old fundamentalist…where is Da Inflation?

In almost 40 years in the financial markets, this has been a trying year and Bill cannot see where it will all end, but he says that there have been so many fantastic opportunities in the past 18 months – Barclays Bank/Fresnillo/Lloyds Bank/Bonds/Citigroup etc. Are the charts telling us now to BUY…”Beijing Petroleum?”

All will be revealed at the summer party, at Bill’s old stomping ground…Bloomberg.


Bill Hubard, MIG

Bill graduated from the University of Virginia in 1966 and also has an MBA from the Thunderbird Graduate School of International Management, Phoenix. He first joined Morgan Guaranty on the government bond desk. After various stints as a broker to some famous names, he moved to the UK in 1997, when he joined Bloomberg.

STA Dublin Chapter Meeting June 2010

Tuesday 8th June 2010

Conducting Analysis


Nicole Elliott, Investors’ Chronicle STA Meetings : Speakers : Nicole Elliott

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 June 2010

Tuesday 8th June 2010

The rhythm of time

Tom has a keen interest in cycles, believing there is no dualism between financial markets and natural cycles. He will talk about a variety of approaches to cycles in order to determine timing and price.

Attendees will have to have an open mind as he will challenge the concept of measuring time and look at the different cultural attempts to track time from the Mayan calendar to the Chinese/Japanese techniques, even heliotaraxy (effect of solar activity on the biosphere). Planetary alignments and well known cycles such as Kondratieff and Martin Armstrong’s work will also be discussed. The conclusions will allude to recent events and coming events that can be forecasted by using a cycles approach in line with technical chart signals. Tom will show how to exploit these observations and incorporate them into a strategy for making profits in the future.


Tomasz Pelc MSTA CFTe, Founder, Pelc Enterprises STA Meetings : Speakers : Tomasz Pelc MSTA CFTe

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 May 2010

Tuesday 11th May 2010

Trend Following – not always what it seems

Charlie last spoke to the STA 2007 about relative strength. At that time, his equity fund had returned 30% in 2007, which was 20% ahead of the market with lower volatility. In 2008, however, the reverse occurred and momentum strategies had their worst year in a generation. Charlie will discuss his experiences; his past successes and failures, with the intent to help the audience better understand the strengths and weaknesses of technical analysis. He will also explain his “five styles” investment process whereby each style requires an entirely different investment approach. Whilst two styles embrace technicals, one is agnostic and the other two shun it.


STA Monthly Meeting April 2010

Tuesday 13th April 2010

Cloud Charts

David will cover the ground-breaking new area of technical analysis, known as Cloud Charts or Ichimoku in Japan. He will present many new ideas that have underpinned his recent book on the subject. He will look at combining Cloud Charts with other technical analysis techniques, multi-time frame analysis, Japanese pattern techniques, back-testing and market breadth.


David Linton MSTA, MFTA, Founder and CEO, Updata STA Meetings : Speakers : David Linton MSTA, MFTA

David is founder and CEO of Updata, which he founded in 1991. Updata now has technical analysis clients in over 60 countries with offices in London and New York. David is a member of the American Association of Professional Technical Analysts and holds the Master Financial Technical Analyst qualification awarded by the International Federation of Technical Analysts. He is a well known market commentator in the press and on finance TV. He is the author of Cloud Charts: Trading success with the Ichimoku technique.

STA AGM & Monthly Meeting March 2010

Tuesday 9th March 2010

Profiting from technical analysis as a private trader

In his talk Malcolm will discuss some of the technical analysis concepts which have been profitable for him, some of the ones which haven’t (and why that is), which ones seem to have captured the imagination of the general public, and some of the things which make a real difference such as position sizing and belief systems.


Malcolm Pryor MSTA, Author and Private Trader STA Meetings : Speakers : Malcolm Pryor MSTA

Malcolm Pryor has been trading more or less full time for his own account since early 2002. He has a library of over 300 books on technical analysis and trading. He uses technical analysis to trade derivatives including spread bets. He has published three books and a DVD and has a website focused on spread betting.

STA Monthly Meeting February 2010

Monday 8th February 2010

Real-time application of the Elliott Wave Principle


Robert R. Prechter, Jr, President, Elliott Wave International STA Meetings : Speakers : Robert R. Prechter, Jr

Robert R. Prechter, Jr, CMT, is President, Elliott Wave International and Executive Director, Socionomics Institute. He has written 14 books on finance, beginning with Elliott Wave Principle in 1978, which predicted a 1920s-style stock market boom.

STA Monthly Meeting January 2010

Tuesday 12th January 2010

Panel Debate: 2010 Outlook

Panel Speakers

Shyam Devani, Senior Technical Strategist, Citigroup Global Markets

Shyam Devani is a Senior Technical Strategist in London for CitiFX Technicals, a multi asset product that aims to provide a coherent view on major global markets. Shyam has worked at Citi since November 2006 and has covered clients globally since. He has been analysing markets as a chartist and cross market strategist since 2004.

Richard Adcock MSTA, Managing Director, Adcock Analysis STA Meetings : Speakers : Richard Adcock MSTA

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.

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.

Chris Hine, Credit Suisse

Chris Hine is a member of the Credit Suisse Technical Analysis team, and is specifically responsible for the commodity research product. Previously he worked at Fortis Bank where he provided technical analysis research on Equities, FX, commodities and Fixed Income.

STA Monthly Meeting & Christmas Party December 2009

Tuesday 8th December 2009

A Christmas Cracker

Having been a technical analyst since 1963, Brian brings the benefit of perspective to his analysis of the markets. He worked at Investors Overseas Services and then at NM Rothschild & Sons. He was the first fund manager in the UK to manage large funds using only technical analysis.

For six successive years, institutional investors voted him the best technical analyst in the City. He also has an outstanding FX forecasting record.

In the 1980s he was a member of the Visiting Faculty of International Management Institute (Geneva), the oldestestablished business school in Europe. He has taught technical analysis at the Ministry of Finance in Singapore.

His book “Marber on Markets” was published in the UK in 2007, in India in 2008, and is due to be published, in translation, in China.

Brian can’t share all of his 54 years experience with you in 45 minutes but he will give it a good shot.


Brian Marber FSTA

Having been a technical analyst since 1963, Brian brings the benefit of perspective to his analysis of the markets. He worked at Investors Overseas Services and then at NM Rothschild & Sons. He was the first fund manager in the UK to manage large funds using only technical analysis.

STA Monthly Meeting November 2009

Monday 16th November 2009

Technical Analysis Works

Dr Osler’s early research focused on technical trading, which has long been standard operating procedure for most currency traders. Her research on the head-andshoulders pattern, one of the first rigorous tests of a visual chart pattern, showed that trading on this pattern is profitable in two of the major currencies, dollar-yen and dollar-DEM. She also showed that support and resistance levels from professional technical analysts have significant predictive power for major exchange rates. Additional research identifies order clustering as a potential source of the predictive power of these technical levels.

Dr Osler will be talking about some of her earlier as well as more recent research related to technical analysis and will explain her findings.


Dr Carol Osler, Programme Director and Professor, Brandeis International Business School

Dr Carol Osler is a programme director and professor at the Brandeis International Business School, where her research focuses on currency markets. She received her BA from Swarthmore College and her PhD from Princeton University.

STA Monthly Meeting October 2009

Tuesday 13th October 2009

Combining Fibonacci, Elliott & Gann

Bill started investing in 1970. He retired from legal practice in 1999, and has been trading ever since. In 2001 he became technical editor of Chart Insight published by Hemscott, and in 2004 started his own website, now part of Rivington Street Holdings plc, specializing in Elliott wave index trading.

Bill trades mainly the DJIA and FTSE 100, with a background interest in cable, gold and crude oil. Since 2002 the waves in the markets have behaved very differently from how they did in the 1930’s when Elliott discovered the principle. The 1930’s was an era of much greater social conformity than today, economic activity was depressed, and liquidity in markets was very low. This resulted in much more cohesive and clear wave structures in financial markets than today, when unprecedented liquidity and computerized trading has lead to more distortion and ambiguity. This has lead Bill to incorporate Gann fractions as well as Fibonacci into his Elliott wave analysis which gives useful additional guidance when wave counts are unclear, as they are now, rather more frequently.


Bill Adlard

Bill started investing in 1970. He retired from legal practice in 1999, and has been trading ever since. In 2001 he became technical editor of Chart Insight published by Hemscott, and in 2004 started his own website, now part of Rivington Street Holdings plc, specializing in Elliott wave index trading.

STA Monthly Meeting September 2009

Tuesday 15th September 2009

Ichi Moku, Truly “At a Glance”

Ichimoku Kinko Hyo is called the at-a-glance chart. This study does indeed give a full picture at a glance, also by resonating with concepts found in other studies. After a quick look at interpretation, the role of the cloud will be dissected in detail. Links and confirmations to moving averages, Stochastics, MACD, DMI and Elliott will also be shown.


Guido Riolo MSTA, Head of Technical Analysis for EMEA, Bloomberg STA Meetings : Speakers : Guido Riolo MSTA

After completing an MBA in finance, Guido worked at Delta Forex, an Italian consultancy specialising  in Elliott Wave analysis on currencies. In 1998 he started at Bloomberg, where his first task was to set up the TA group for the Analytics desk, supporting the European Head of Technical Analysis. In January 2005 he was promoted to Head of TA for the EMEA region.

STA Monthly Meeting & Summer Party July 2009

Tuesday 14th July 2009

Guest Speaker: Bill Hubard

Bill will draw on his vast market and life experience to explain how foreign exchange markets provide the ideal platform for investors to participate in the financial markets with 100s of FX pairs available to trade 24-7 in all parts of the world and not feel constrained by having to trade instruments which are opaque. His customer base feels that they are trading on a level playing field and can make decisions based on fundamental and technical analysis and their local knowledge.

Bill will share some insights into his long and colourful career as a trader, broker and market journalist and explain his views on the US dollar.


Bill Hubard, MIG

Bill graduated from the University of Virginia in 1966 and also has an MBA from the Thunderbird Graduate School of International Management, Phoenix. He first joined Morgan Guaranty on the government bond desk. After various stints as a broker to some famous names, he moved to the UK in 1997, when he joined Bloomberg.

STA Monthly Meeting June 2009

Tuesday 16th June 2009

Forecasting the FTSE 100 with e-yield indicators

Thierry will be explaining how he successfully forecasts the FTSE 100 with e-yield indicators. These are the Bullish Trend Indicator (BTI), 13-day BTI and Top 20 Differential. His approach is based on combining Elliott wave theory with his own indicators. He will explain how these indicators work and how they can be integrated in a simple strategy to produce an accurate forecast. Elliott wave theory on its own can be confusing and these indicators have been developed to confirm the position of the Elliott wave count. Thierry will demonstrate how the BTI can help identify Elliott wave patterns and how to use the 13-day BTI and Top 20 Differential as timing indicators. He will show how these two indicators have a good track record at finding market highs and lows.


Thierry Laduguie, e-Yield

Thierry Laduguie’s unique style of analysis is based on Elliott Wave and sentiment analysis. He has developed his own sentiment indicator (ESI) which is used to forecast the short term direction of the FTSE 100 and S&P 500. Thierry is a member of the Society of Technical Analysts and holds the Investment Management Certificate.

STA Monthly Meeting May 2009

Tuesday 12th May 2009

Trend Strength

The predominant market activity is one of range trading; most asset classes trend far less than is commonly perceived. The correct selection of technical indicators will depend on identifying the phase of the market. Kevin will discuss how emotional biases drive price action and can prompt trends to extend beyond the bounds of a normal Gaussian curve into the “fat tails” of the distribution. He has been a user of technical analysis throughout his career and after witnessing behavioural biases first hand in the open outcry-markets now uses trend strength and momentum techniques to disqualify “noise” trading and quantify the intensity of directional moves.


Kevin Edgeley

Kevin Edgeley has worked in the city since 1982. He spent 15 years as a floor trader on LIFFE for Bache, HSBC and Goldman Sachs before moving to a technical strategy role within economic research.

STA AGM & Monthly Meeting April 2009

Wednesday 15th April 2009

How to incorporate medium-term cycles and short term technical strategies into asset management

Julien will start his talk by explaining how he approaches technical analysis and which tools he uses. He will then go on to show his audience how to apply these different tools and how to incorporate them into asset management and trading. Special attention will be placed upon medium-term cycles and how to use these in short-term strategies. Julien will also explain his current forecasts on financial markets in general.


Julien Nebenzahl, Founder, Day By Day

Julien Nebenzahl, CFTe 2003, has an initial background in management (ESCEM) and economics (Paris X University). He started his career as a portfolio manager, having used technical analysis since 1994.

STA Monthly Meeting March 2009

Tuesday 10th March 2009

Technical Analysis: Art or Science?

His talk will consist of a broad ranging treatise on the philosophy of technical analysis, in particular an examination of the tension between art and science inherent in the discipline. It is not meant to be authoritative in academic terms, but rather will be an attempt to apply the experience of 20 years as a commercial agent in technical analysis to the broader concepts which so many practitioners take for granted. He will touch on technical patterns and pattern recognition, psychology and behavioural, economics, art and science.


Tim Parker, PH Partners

Tim Parker is the CEO and founding partner of Messels Ltd, an independent technical analysis research firm based in the UK.

STA Monthly Meeting February 2009

Tuesday 10th February 2009

Tom DeMark Indicators

This talk will look at DeMark’s Oscillators – in particular the TD Demarker and Range Expansion Index. Tom is best known for his market exhaustion techniques, TD Sequential and TD Combo, but much of his other work is underappreciated. This talk will look at these excellent and innovative technical indicators and especially at how to use them in practice.


Trevor Neil, BETA

Trevor Neil has been a trader for over 40 years and technical analyst for more than 30. He is a past board member of the STA and runs BETA Group, which gives market timing skill seminars to institutions internationally.

STA Monthly Meeting January 2009

Tuesday 20th January 2009

Predictability of Cycles

Brian will cover the properties of mathematical sine waves and the effect of various moving averages on these. He will then highlight the difficulties caused by the variations in amplitude, wavelength and phase of the cycles present in market data. However, techniques will be described which will find the small number (10%) of securities (or indices, forex) whose cycles are currently passing through a period of stability. These stable cycles can be isolated and categorised into short, medium and long term wavelengths. The summation of the stable cycles in each category gives a very accurate prediction of trends into the near future.


Brian Millard, Qudos Publications

Following a career as a scientist and university lecturer, Brian set up his own business to produce software for the mathematical analysis of the stock market. He has published many books and articles on the application of channels and cycles to market data. Brian is also a local councillor and was Leader of Stockport Metropolitan Borough Council until recently.

STA Monthly Meeting & Christmas Party December 2008

Tuesday 9th December 2008

Planetary configurations and their relevance to the financial world

Several cycles reached critical points in May 2000. These cycles continue to resonate. Christeen’s presentation will look closely at these unfolding cycles and suggest periods of extraordinary activity in 2009. Cycles to be considered include the Saturn-Pluto cycle and recession, the Jupiter- Neptune cycle: inflation and oil prices and Pluto’s recent Capricorn ingress, and what this might mean for the banking industry and mortgage markets in the UK and US. Although these outer planet movements are slow, their effect is triggered by the patterns created with the so-called “inner” planets, Mercury and Venus. Christeen will also cover the effect of these planet cycles on gold and sterling. The conclusion will focus on the opening months of 2010, and the real credit bubble burst, indicated by the extraordinary planet formations of that period.


Christeen Skinner

Christeen has been monitoring solar activity and planetary cycles for 30 years, and in that time has held key positions in the astrological community. She is the author of “The Financial Universe” (2004), and has worked with many entrepreneurs, traders and managers. Her interest is in the correlation between planet and business cycles.

STA Monthly Meeting November 2008

Tuesday 11th November 2008

Volume as price dimension in price analysis


Eugene Sorenson, Bloomberg LLP

Eugene Sorenson joined Bloomberg in 2006 as a business manager responsible for the development of the charting and technical analysis platform of the BLOOMBERG PROFESSIONAL® service.

STA Monthly Meeting October 2008

Tuesday 14th October 2008

Swing charts and the test of time

Marc’s book on swing trading is devoted mainly to the use of point & figure charts and swing charts. Marc has introduced a subset of rules which make pioneering alterations to the swing charts proposed by WD Gann. The modifications are intended to improve risk/reward for traders and investors but also to make trend definition more accurate.

In this talk Marc examines how swing charts have stood the test of time since his last talk to the Society in May 2004.


Marc Rivalland, Charting Columnist, Investor’s Chronicle

Marc has been the charting columnist for Britain’s leading financial weekly, Investor’s Chronicle for the past 7 years. He is also the author of a book on swing trading. He remains a practising barrister.

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Next STA Meeting

STA Monthly Meeting – March 2020

Tuesday 10th March 2020 at 6.30pm


David Linton MSTA, MFTA, Founder and CEO, Updata

The future of Technical Analysis

In his talk ‘The future of Technical Analysis’, David will examine how the TA landscape is changing for investors and traders and what this means for all of us.

Future STA Meetings

STA Monthly Meeting – April 2020

Tuesday 14th April 2020 at 6.30pm


Sankar Sharma MSTA, CEO,

STA Monthly Meeting – May 2020

Tuesday 12th May 2020 at 6.30pm

Bitcoin: digital gold or a speculative growth asset


Charles Morris, Head of Multi-Asset, Atlantic House Fund Management

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