It is my sincere hope that each of you is safe and well.   

I wanted to reach out to you and suggest that you “Break, so Not to Break,” as a little reminder from me to you to take care of your physical and mental health during this health challenge known as COVID-19. 

Over the last several months, I have been joking around with friends, family, and colleagues by saying I am working twice as many hours and getting half as much sleep! I am kidding … but also I’m not. It is a disguised message that I’m facing a mountain of mental stress. It’s the touch-in meetings, the Zoom meetings, the Board meetings. It’s working from home, it’s social distancing, it’s masks. It’s the financial pressure, the uncertainty, the overload. It’s our health and the health of loved ones. It’s the information, the misinformation, and it’s too much of both.

The India chapter of the TAN Association held a virtual meeting on June 27.

COVID-19 has severely affected the real economy in India. At the same time, it pushed all financial markets professionals to adopt digital teleconferencing tools. This has given us opportunities to engage with members in a far more efficient manner. Virtual meetings allow speakers, members and guests from across the country to get together and share.

Virtual meetings in India follow a standard format. A fireside chat where a senior charterholder from India speaks with a guest about their technical analysis journey, and the lessons they have learned along the way, followed by a CMT charterholder who speaks about the work they are doing. Then, a TAN Association staff member delivers a “State of the Association” address, and a guest speaker closes the day with a talk on their investment process.

For the June 2020 India Virtual Meeting, the session

Please tell us what you do professionally.

I’m retired now but I used to be the chief portfolio manager for Cookson, Peirce.

How did you get there?

I went to work for the B&O Railroad in 1964.  I had an EE degree from Carnegie Tech and went into their management training program.

By late 1965, everybody was getting interested in the market so I decided to take a look.  My first and only broker was George Fugler, who was with Merrill Lynch at the time, before moving to Walston, in Baltimore.  He introduced me to Edwards & Magee, along with Don Worden and Sedge Coppock.  Later I discovered Marty Zweig, Larry Williams and a number of other folks who at that time were actually doing and publishing research.  Essentially, I’m self-taught.

I was in Operations Research at the time but was able to get transferred to the Finance Department in Cleveland.  Unfortunately, this was a

Members on the Move

The TAN Association would like to congratulate the following members on their new positions:

Robert Philip, Senior Technical Analyst & Market Strategist at Saigon Securities Inc

Dan Draper, CMT, Chief Executive Officer at S&P Dow Jones Indices

Ankur Aggarwal, Client Solutions at FactSet

CMT

The TAN Association now offers Remote Proctoring for the exams, starting with the December 2020 test administration. For more information about remote proctoring, please click on the following link:  https://cmtassociation.org/chartered-market-technician/cmt-exams-remote-proctoring/. We expect that remote proctoring will remain an option for test-takers in the future.

Candidates have the choice of taking the exam at a Prometric test center or scheduling an appointment for remote proctoring.  Be sure to test your computer before scheduling a remote proctoring exam using the above link.

If you have completed the TAN Level III exam or are presently registered to take the exam in December, and have the necessary professional work experience, do not forget