Who We Are
Louise Yamada and Ron Daino formed an independent research company in 2005 - Louise Yamada Technical
Research Advisors, LLC ("LYA") - to provide the same in-depth and thought-provoking research that clients
had come to expect during Louise and Ron's 24 years at Smith Barney (Citigroup) as a top-ranked
"Institutional Investor" technical analysis team.
Louise Yamada was Managing Director and Head of Technical Research for Smith Barney - she was a perennial
leader in the Institutional Investor poll, and was the top-ranked market technician in 2001, 2002, 2003
and 2004; Ron Daino was Managing Director and Senior Global Technical Strategist for Smith Barney.
2007
This October we marked our second anniversary after a year of continued growth and an expansion of our scope
to include additional areas of research and a new role as consultant for a new money management strategy
(see Money Management below).
Throughout the past year our Structural Bull Market calls for Oil and Gold have continued to play out,
as has our call for a structural decline in the dollar and our transitional trading range for interest rates
between 3.50%-5.50%; and the equity markets have fulfilled our "Alternative Hypothesis" with the 2002-2007
advance correlating to 1932-1937. Additionally, our underperformance for Financials remains active.
As we begin our third year we are pleased to announce the appointment of Jeanne Victore Crisci as Director
of Sales and Client Relations. Jeanne brings over 20 years of financial services experience and is well
versed in the areas of research and soft dollars. The addition of Jeanne will greatly increase and enhance
our client services. Please contact her directly with any inquiries:
jeanne.crisci@lyadvisors.com.
2006
As an independent research company, we were delighted to mark our first anniversary with recognition
in the Institutional Investor poll as Runner Up in Technical Analysis, the only independent research
firm to be so named. We thank our clients for their ongoing appreciation of our research.
Money Management
LYA is Research Consultant to the new equity portfolio management strategy of MB Investment Partners,
Inc. (MB), a New York-based wealth management firm. This new Enhanced Technical Sector Model Portfolio
combines LYA's proprietary technical research with MB's portfolio management expertise and experience.
As Research Consultant, LYA provides sub-industry, sector and other technical recommendations. Inquiries
for further information on Enhanced Technical Sector Strategy or new accounts should be directed to MB:
Christine Munn at 212.370.7300 Ext.231 or
cmunn@mbipinc.com.
White Papers
A selection of thirteen LYA think pieces from inception to 2007 is now available for purchase. For
information, please contact: lori.altenburger@lyadvisors.com.
Our Mission
The firm's objectives include identifying areas of outperformance both short- and long-term; risk management for
preservation of capital; identifying "Buy and Sell Signal" opportunities in the various marketplaces; shifts in
leadership; intermarket relationships; and conceptual think pieces.
The firm provides technical research on a weekly basis to our institutional clients.
US Domestic Research includes analysis of the US equity markets, S&P sectors, sub-industries and
individual stocks. Also featured are US interest rate analysis along with the US dollar, Energy and
Metals complexes. Our first report was issued October 3, 2005.
A separate Global product includes absolute price analysis of local indices, and relative strength
analysis of MSCI Market indices, Regions, Sectors, and industry groups, as well as international interest rate
markets.
Three tiers of subscription service are offered for both the Domestic and the Global product,
the details of which are available on request. All publications will be sent by e-mail.