TSAA-SF Monthly Virtual Gathering

Date: Dec 5, 2023 at 5-6 PM PT

Please join us for December’s TSAA-SF monthly gathering of our membership. At these events we celebrate our Technical Analysis Heritage. Each month the members meet and consider the many aspects of T.A. or visual financial data analysis. The programs will profile the charting methods and techniques of our members and guest presenters.

Mike Jones and Bruce Fraser are co-hosts this month. 

Guest for Session Two (Jeffrey Kennedy) on Dec 5, 2023 at 5 PM PT

Join our gathering for an immersive discussion of Elliott Wave Theory with one of the foremost experts on the subject. Jeffrey is a legendary Elliott Wave educator and trader. Bring your questions about the theory and any markets of interest. Jeffrey will dedicate the session to answering your questions and evaluating the markets you are interested in.

Previous Events:

Date: Nov 14, 2023 at 5:00-6:00 PM Pacific Time; 

Please join us for the first TSAA-SF monthly gathering of our membership. At these events we will celebrate our Technical Analysis Heritage. Each month the members will meet and consider the many aspects of T.A. or visual financial data analysis. The program will profile the charting methods and techniques of our members and guest presenters.

Mike Jones and Bruce Fraser will co-host as the series kicks-off. With other hosts rotating in over time. Mike will introduce a recurring series on ‘Understanding and Using Artificial Intelligence’. This series of short tutorials will be oriented toward better employing AI for financial research and analysis.

Guest for Session One

Joe Turner, long time member of the TSAA-SF and past president, is a 50+ year veteran of financial markets and is our inaugural guest. Our discussion topic: ‘Is the Economy Already in a Recession?’ Joe is an expert on Business Cycle analysis and how best to apply that knowledge to managing stock and bond portfolios. He has presented on many occasions to the TSAA-SF and has taught “Investing through the Business Cycle” as a graduate class at Golden Gate University. Bring your questions and join us for a lively discussion.

TSAA-SF Annual Conference

Date: Sep 16, 2023 at 8:00 AM -  5 PM Pacific Time 

In-person in San Francisco. Livestreaming for dues paying members

The TSAA-SF will be hosting our 2023 annual conference, in partnership with AAPTA, at Golden Gate University on Sep 16, 2023. 

Speakers include: 

Linda Raschke - Auction Theory versus the Theory of Reflexivity

Brett Villaume - Understanding Relative Strength

Bruce Fraser - Swing Trading Technique Using the Wyckoff Method

Ali Merchant - Power of trend lines and market outlook using major indices

Bob Schott - Technical Analysis for the Buy Side

Eoin Treacy - Waiting For Godot

Damon Pavlatos - Anticipating Market Action using Market Profile, Volume Analytics Strategies along with traditional charting analysis.

Cost: TSAA-SF members in-person: $150 (breakfast and lunch included), non-members: $400. Free livestreaming for TSAA-SF members

SPONSORS: Wyckoff Analytics

Sign up here

Past Event: TSAA-SF Annual Round-up Luncheon

Date: Jan 13, 2023 at 12 Noon - 3PM Pacific Time 

In-person in San Francisco. Cost: $75 (open to non-members and members)

Please come join us at the famous John’s Grill off of Union Square to look back at 2022 and look ahead at 2023 over lunch with some fabulous speakers.

3-course lunch includes: Salad, Choice of Entree (Pacific snapper or Chicken Dijonnaise), Dessert included in your $75 registration cost!

2022 TSAA-SF Annual Fall Conference 

Recording Now Available for dues paying members

September 17, 2022

Become a member - get free access to conference recording

The 2022 Conference included a great lineup of technical analysis and trading experts as guest speakers. Sign up as a dues paying member to get access to the recording. 

Speakers include:

• John Bollinger, CMT, CFA - President and Founder of Bollinger Capital Management
• John Kolovos, CMT, CFA - Chief Technical Strategist at Macro Risk Advisors
• David Lundgren, CMT, CFA - Founder and Chief Market Strategist at MOTR Capital Management & Research
• Craig Johnson, CMT, CFA - Managing Director and Chief Market Technician at Piper Sandler Companies
• Jeffrey Kennedy, MSTA, CFTe, CMT, CEWA-M - Chief Commodities Analyst at Elliott Wave International
• Steve Strazza, CPA - Director of Research at All Star Charts

• Full Bios listed here

Recording Available Here!

Recent Webinar: Short Horizon Trading Stocks & Stock Indexes 

Date: May 10, 2022 at 5-6 PM Pacific Time (Recording free for dues paying members; become a member here)

Connie Brown, CFTe, MFTA from Aerodynamic Investments Inc.

A thirty year+ short horizon trader will demonstrate the entry/exit signals, triggers, confirmation, price targets, and methods she uses in current markets. This session will include probability considerations and stock selection.

Recording Available Here

Recent Webinar: Anatomy of a Trade  

Date: Apr 26, 2022 at 5-6 PM Pacific Time (Recording free for dues paying members; become a member here)

Recording Available Here

About Frantz Herr:

Frantz Herr is a private investor who bought his first stock in 1974 - a semiconductor company (unfortunately it wasn't Intel!). He pursued his investing passion professionally for three decades as an advisor at Merrill Lynch, retiring in 2017. He learned of Richard D. Wyckoff in an investor chat room in 2016, and has been a fervent student of the methodology ever since. After mentoring with David Weis in 2018, Frantz continued his study with Roman Bogomazov at Wyckoff Analytics. Frantz is certain he holds the record for the number of times taking Roman's Wyckoff Trading Course 2, The Practicum. Frantz has solidified his connection with Wyckoff Analytics over the years.

Along with John Colucci, he records a weekly YouTube series "Anatomy of the Trade" in which he and John post analyze completed trades submitted by students of Wyckoff Analytics. Frantz is also the leader of The Process Group, a small membership of elite traders at Wyckoff Analytics devoted to raising their trading practices to the highest level.

The program John and I will be presenting could be titled "Anatomy of a Trade - how we post analyze our trades for continuous improvement within the context of Wyckoff methodology"

About John Colucci, Jr.

John Colucci, Jr. has been involved in stock market and financial analysis for over 30 years. From the early days as a corporate bankruptcy and insolvency attorney, Mr. Colucci poured over financial statements, budgets and cashflow projections to determine the feasibility of financial plans presented to creditors. After early training in forensic financial analysis and fraud detection, Mr. Colucci took an interest in stock market investing from a fundamental perspective. After a series of hard taught lessons beginning in 1987, technical analysis became a bigger focus for investment analysis. After working through the quasi fundamental/technical system developed by William J. O’Neil, Mr. Colucci’s Wyckoffian journey began with the search for meaning in the phrase, “the stock is under accumulation.” After numerous books, blog articles, courses and special events with many of the great Wyckoffian’s of our time, Mr. Colucci is primarily a long/short technical stock and futures trader using Wyckoffian principles--with an occasional financial statement sojourn to celebrate old times. Scanning and filtering are particular passions for Mr. Colucci.

TSAA-SF's 2022 Market Outlook - Free Recording

Martin Pring presents his financial market and economic Outlook for 2022 in two parts. In the first video (link here), he shows his iconic Econometric Technical Analysis research on the current position and possible future direction of stock markets, both domestic and international. In part 2 (link here), he turns his attention to the forces impacting inflation trends, commodity prices, interest rates, the U.S. dollar, and gold.

For a number of years it has been a tradition for Martin Pring to present his outlook for the year ahead to the TSAA-SF membership at Golden Gate University. In recent years it has become a virtual event.

This event has been offered, without charge, to the public to raise awareness to the Technical Securities Analysts Association of San Francisco (TSAASF.org) and the wonderful events that are offered throughout the year and this year that tradition continues. You are encouraged to become a member of this storied organization if you have a passion for financial markets, trading and Technical Analysis.

The TSAA-SF is an original IFTA Society and your membership includes membership to this global federation of technical analysis societies.

We hope you enjoy this Video Presentation!

Recent event: TSAA-SF 2021 Virtual Round-up

Date: Dec 7, 2021 at 5-6:30 PM PT (Recording free for dues paying members; become a member here)

Please join us for our virtual 2021 annual round up via Zoom for a series of brief presentations (~15 mins) and a panel discussion with the presenters!

Presenters include:

• Bruce Fraser - Andrew's pitchfork applied to today’s markets

• Mike Jones - Introduction to Computational Finance and Databases, a foundation for technical analysis

• Larry Amernick - a custom financial stress test indicator that compensates for deficiencies in the Fed’s indicators

• Joe Turner - The Fed and Inflation. A Minsky Moment? Minsky said ‘Stability Breeds Instability’. Is the Inflation Surge Transitory or Out of the Fed’s Control?

Recording available here

Recent Webinar: Brian Shannon from AlphaTrends

Date: Oct 19, 2021 at 5 PM PT (Recording free for dues paying members; become a member here)

About Brian Shannon:

Brian Shannon is the founder of alphatrends.net, an online swing trading analysis and education community, founded in 2010. Brian is a full-time trader, educator, and author of the highly regarded book “Technical Analysis Using Multiple Timeframes.” His expertise has been achieved over a 30-year period of trading and market analysis, as he has navigated the difficult path that relatively few traders are able to follow to success. Having worked for Lehman Brothers, and other major investment firms over his career, Brian gained valuable insight into market dynamics and the human factors that drive them.

Recording available here

2021 TSAA-SF Virtual Fall Conference

Date: Sep 18, 2021 (Sat) 8:45 AM-4:40 PM PT US

RECORDING AVAILABLE FOR ALL DUES PAYING MEMBERS HERE! 

It's that time of year again, time for the TSAA-SF Annual Conference! The 2021 Conference will include a great lineup of technical analysis and trading experts as guest speakers. Speakers’ topics this year will include up-to-date market and securities analysis, trading psychology, and TA methodologies to help you improve your trading. Full list of speakers and topics here.

The conference this year is once again FREE for our members. Join us for only $75 annually to gain access to the conference and our database of recorded webinars. Become a member here!

Recent Webinar: How to Construct a Portfolio that Consistently Generates Positive Alpha with Jeffrey W. Huge, CMT

Date: Sep 2, 2021 at 6-7 PM PT (Free for dues paying members; become a member here)

Agenda:

• Understanding your benchmark
  
• Proper measures of alpha
  
• Periodicity choices
  
• Security selection processes
  
• Position management from cradle to grave
  
• Quarterly Performance vs. Portfolio Turnover

About Jeffrey W. Huge, CMT:

Jeffrey Huge is President and Chief Investment Officer of JWH Investment Partners, a private family office and proprietary research boutique, with a focus on generating positive alpha. His flagship publication, ALPHA INSIGHTS, provides subscribers with his unique brand of global market analysis, including asset allocation and sector rotation models, and dozens of actionable long and short trade ideas.

Recording available here

TSAA-SF FREE Webinar: August Panel Discussion

Date: Aug 19, 2021 at 5-6 PM PT (Recording below)

Open to general public and members for free! Our next free virtual event will include: 

• a series of mini technical analysis presentations

• a panel discussion where we will take audience requests for live analysis of ticker symbols and any other questions

Sample speakers and presentation topics include:

• Philip Sifakis - ADX trend indicator developed by J Welles Wilder

• Rick Leonhardt - Micro futures - benefits for the individual trader

• Brett Villaume - IPOs in 2021 analyzed using TA methods

• Bruce Fraser will help us moderate the live audience request panel

Recent Webinar: Market Outlook for 2H 2021 and beyond with Tom McClellan

Date: Jun 10, 2021 at 6-7 PM PST

Market Outlook and Observations for the 2nd half of 2021 and beyond with Tom McClellan. 

About Tom:

Tom McClellan has done extensive analytical spreadsheet development for the stock and commodities markets, including the synthesizing of the four-year Presidential Cycle Pattern. He has fine tuned the rules for interrelationships between financial markets to provide leading indications for important market and economic data.

Recording for members available here

Remembering Jim Forte

The Technical Securities Analysts Association of San Francisco sadly reports that Jim Forte, active board member and past president of the association, passed away recently from complications from a long term illness. Jim personified everything that makes the TSAA-SF the special educational and collegial organization that it is.

Jim was a regular speaker at the December Market Roundup Luncheons where he made incredible presentations employing Elliott Wave, Wyckoff and Traditional Technical Analysis methods to make market forecasts that were entertaining and eerily accurate. Jim’s classic 1994 MTA Journal article ‘Anatomy of a Trading Range’ has been posted here for our members and guests.

Recent Webinar: Stockcharts Advanced Charting Platform (ACP) with Grayson Roze

Date: Mar 31, 2021 at 5-6 PM PST

The Advanced Charting Platform (ACP) is a new interactive charting platform launched by StockCharts.com. ACP is the next generation of StockCharts technology, designed to bring more technical charting capabilities to the platform than ever before. Key features include full-screen charting with dynamic controls, customizable multi-chart layouts, unique color schemes, and exclusive plug-ins from leading technicians. Grayson will present an overview of this new platform for our members as well as an in-depth review of how Grayson and his team use ACP on a daily basis for their own market analysis

About Grayson:

Grayson Roze is the author of "Trading for Dummies" (Wiley, 2017) and "Tensile Trading: The 10 Essential Stages of Stock Market Mastery" (Wiley, 2016). He currently serves as Vice President of Operations at StockCharts.com, an industry-leading financial technology company that has provided innovative, award-winning financial charting and analysis tools to online investors since 1999

Recording for members available here

TSAA-SF free event: Andrew Cardwell

Date: Feb 9, 2021 at 5-6 PM PST 

Andrew Cardwell:

Andrew started his work with the Relative Strength Index (RSI) in May of 1978. Although he has researched other technical indicators and studies, he has stated that he has not found anything that yet that can compare to what, or as much as the RSI offers.

Most traders who use the RSI look to it to spot Bullish and Bearish Divergence between price and momentum. Andrew has shown that his "Range Rules" are much more valuable in identifying the trend through the "shift" in the range. Divergences are merely just an overextension of the current move and actually a detour from the primary trend. 

TSAA-SF Free Event - Market Outlook 2021 with Joe Turner and Martin Pring

Date: Jan 26, 2021 at 6-7 PM PST

The TSAA-SF is honored to welcome back Joe Turner and Martin Pring, from Pring Turner Investments, present their Market Outlook for 2021 for our members and guests. 

Martin Pring:

In his signature fashion, Martin uses classic technical analysis to evaluate the major economic and price trends for stocks, bonds & inflation. His perspective reveals important shifts for financial assets that investors will find surprising and compelling. Martin's portion has been pre-recorded and is available below. Please watch it prior to attending the webinar to get the most value from the live session.

Joe Turner and Jim Kopas:

Presented portfolio management implications, tactics and strategies for the unfolding market shifts presented by Martin.

Part 1 by Martin Pring:

Part 2 by Joe Turner and Jim Kopas (including Q&A):

Recent Webinar: Jamie Coutts: Bitcoin - portfolio implications and new analytical tools

Date: Nov 10, 2020 at 6:00 PM Pacific Time

Recording free for dues paying members (Become a member here)

Have you been longing for more information about trading cryptocurrencies, but were afraid to ask? Jamie Coutts, Bloomberg's Market Specialist based in Singapore, will guide us through the important topics related to Bitcoin, the most well known cryptocurrency in the world. How does Bitcoin serve as a store of value? What is Bitcoin's role in modern portfolio theory and asset allocation? What are some of the sentiment and "fundamental" indicators for cryptocurrencies? Jamie will cover these topics and more during his lecture, providing a basis for how you might approach trading cryptocurrencies in your own portfolio.

Jamie Coutts, CMT, CFTe is a Market Specialist for Buyside Equity at Bloomberg LP with experience in investment advisory, equity sales, buy and sell side trading roles. For the past 5 years at Bloomberg, Jamie has developed a proven track record in delivering enterprise solutions and project management for global and regional asset managers and owners, focusing on quantitative trading strategies, research management solutions (RMS) and broker evaluation systems for MIFID II compliance.

2020 TSAA-SF Annual Conference 

Date: Sep 12, 2020 (Sat) 7:45 AM-5:00 PM PT US

RECORDING AVAILABLE FOR ALL DUES PAYING MEMBERS! 

“Old School is New School”

With 50 years of perspective, we approached the theme of this year’s anniversary conference as though we’ve been members the whole time! True, some TSAA-SF members have been involved for decades, but the newly indoctrinated make up a growing percentage of members and they cite the legacy of knowledge sharing as the biggest benefit of membership. On this characteristic of the TSAA-SF, we pride ourselves greatly.

What makes the TSAA-SF unique among IFTA societies? Our identity as a closely-knit group of chartists. Newer members learn from older members, and the camaraderie is noticeable at your first TSAA-SF meeting. In this modern age, and with the harsh realities of the COVID-19 pandemic, we instituted a big push in 2019 to take all of our speaker content online. So far the response has been amazing and we think the 2020 Annual Conference – our 50th Anniversary event – will showcase the value of membership in the TSAA-SF. We hope you will join us!

Speakers include:

• John Bollinger, CFA, CMT - Creator of Bollinger Bands
• Linda Raschke - Author of “Trading Sardines” with over 35 years of trading experience
• Arthur Hill, CMT - Chief Technical Strategist and main author at TrendInvestorPro.com
• Martin Pring - Founder of Pring Research and Chairman of Pring Turner Capital Group
• Joe Turner - Founding member of Pring Turner Capital Group, Past President of TSAA-SF
• Craig Johnson, CFA, CMT - Managing Director and Senior Technical Research Analyst at Piper Sandler Companies
• Roman Bogomazov - Leading Wyckoff Method educator, President of Wyckoff Associates, LLC (wyckoffanalytics.com), and Past President of the TSAA-SF
• Rich Ross, CMT - Managing Director and Head of Technical Analysis at Evercore ISI
• Akshay Chinchalkar, CMT - Workflow and electronic trading specialist at Bloomberg, Southeast Asia. CMT Association Board Member

Pricing:

• Recording available for all dues paying members! Become a member here! Once you sign up for membership, view the recording on this page.

Recent webinar - Alessio Rutigliano: Navigating the Crypto Market with the Wyckoff Method

Date: May 30, 2020 at 10 AM PST

Free for dues paying members (Become a member here)

Crypto assets are subject to the law of supply and demand, and move in cycles. The Wyckoff Method, along with intermarket and behavioral finance models, is an excellent tool to analyze this new asset class. The webinar will cover the basics of the Wyckoff Method and more advanced techniques applied to the universe of cryptocurrencies.

Alessio Rutigliano’s first encounter with the Wyckoff Method was Henry O. Pruden’s The Three Skills of Top Trading. He is a WTC (Wyckoff Trading Course) graduate and serves as a Teaching Assistant at Wyckoff Analytics. An avid student of intermarket analysis and behavioral finance models, his main focus is the development of sector rotation strategies in the Wild West of digital assets. He curates “Wyckoff in the World of Cryptocurrency”, a blog introducing Wyckoff analysis and trading tactics to low-liquidity speculative environments, including cryptos and emerging asset classes.

Recording for members here

Recent webinar - Ron William: Seeking Alpha in a VUCA World

Date: May 14, 2020 at 12 Noon PST

Free for dues paying members (Become a member here)

VUCA is a globally recognized acronym meaning Volatility, Uncertainty, Complexity & Ambiguity. This is a military term for mission critical decisions in the fog of war - unknown unknowns. The military battlefield is proving a useful metaphor for our financial market landscape. 2020 kicked off with a spike in Oil, Geopolitical risk premia, Brexit divorce & Virus alert. All this is amplified against the backdrop of late economic cycle, market fragility & socio-political unrest. Learn how to seek alpha in a VUCA world using a 3-step approach; Resilience, Divergent Thinking & Optionality.

Ron is a Market Strategist, with +20-years of experience, working for leading economic Research & Institutional firms; producing macro research and trading strategies. He specializes in blended, top-down, semi-discretionary analysis, driven by cycles and proprietary timing models. Ron is also a Behavioral Finance Expert, Trading Psychologist & Performance Coach. He uses latest techniques in behavioral/risk assessment modelling, peak-performance, neuro/body science and stress response management (SRM), including mindfulness & coherence training; supported by his market strategies.

Recording for members here

Announcing TSAA-SF Online Forums:

Open for all logged-in users to post and discuss topics. See the full page here!