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Louise Yamada Technical Research Advisors, LLC |
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Louise Yamada Technical Research Advisors, LLC |
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Hardcover February 1998
Paperback April 2000
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LOUISE YAMADA, CMT
Louise Yamada is Managing Director of LYA, founded October 2005.
Louise was Managing Director and Head of Technical Research for Smith Barney (Citigroup).
Louise is a perennial leader in the Institutional Investor poll, and was the top-ranked market technician
in 2001, 2002, 2003 and 2004.
At Smith Barney for 25 years, Louise authored a weekly flagship report "Market Interpretations".
It was here in 1999-2000 that she identified the developing structural bear market and the technology decline;
the lift in gold in 2001; the small and mid-cap outperformance leadership in 2002; the emerging structural Energy
bull in 2003; a multi-year low interest rate trading range environment; and other major 20 plus-year structural
shifts taking place into 2005.
Additionally, Louise penned several notable reports, including "Bull Market Extension? There is Historic
Precedent" (1994) and "New Horizons for the 21st Century" (1996), both the subject of feature interviews in
Barron’s on May 8, 1995 and September 9, 1996, as well as the special 1999 TRENDS report "Shifting Sands."
She is also the author of MARKET MAGIC, published by John Wiley & Sons, which was released in March 1998 and
reviewed as "a monumental book, one that all serious and professional investors should read."
Louise is a Chartered Market Technician and a member of the Market Technicians Association,
the American Association of Professional Technical Analysts, the Financial
Women’s Association, and the New York Society of Security Analysts.
Louise appeared as a special guest on "Louis Rukeyser's Wall Street". She appears frequently on
Bloomberg, CNBC and in other media. Louise joined Smith Barney in 1980 after
receiving a B.A. from Vassar College and an M.S. from Bank Street College of Education.
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JONATHAN T. LIN, CMT, CFA
Jonathan Lin is a Senior Technical Analyst at LYA. Before joining LYA in 2005, Mr. Lin was a Vice President at
the Technical Research department of Smith Barney (Citigroup), spending ten years under the tutelage of Alan Shaw
and Louise Yamada.
After receiving a B.E. in Electrical Engineering and Computer Science from Stevens Institute of Technology, Jonathan
joined Merrill Lynch as a systems programmer. While at Merrill, Jonathan earned a M.B.A. in Information Systems
from Pace University.
Jonathan was first exposed to the stock market during his tenure at Merrill and began a lifelong learning of Technical
Research. After attending Alan Shaw’s Technical Analysis courses, sponsored by New York Institute of Finance, Jonathan
joined Alan Shaw’s team at Smith Barney.
Jonathan has been responsible for covering all aspects of equity market research and associated financial markets,
such as currencies, interest rates, metals and other commodities. He has appeared on and been quoted by a number of
financial news media, including Fox News Network, USA Today and Reuters.
Jonathan is a Chartered Market Technician (CMT) and a CFA Charterholder. He is also a member of the Market Technicians
Association, New York Society of Security Analysts and CFA Institute and has taught Technical Analysis at the New
York Institute of Finance.
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LORI ALTENBURGER
A well-seasoned LY Advisors team member, Lori Altenburger started in the technical analysis department at Citigroup Smith
Barney in 1984, working with Alan Shaw and Louise. She concentrated on global markets, tracking country groups and, as she
grew into her analyst capacity, contributing to global market overviews, including reviews by industry. At Smith Barney, Lori
was also responsible for managing all client relations.
A participant in founding LY Advisors, Lori now applies her twenty-five years experience in technical analysis to analyzing,
monitoring and writing up global sectors, regions, regional sectors within regions, and industry groups. Domestically, Lori
monitors all S&P 500 and S&P 400 stocks, analyzing support and resistance levels, and she writes the S&P 500 and 400 reports
for our weekly domestically-oriented publication, Technical Perspectives.
Lori also has primary responsibility for editing and producing Technical Perspectives; she works with Jeanne Crisci on client
relations and is well-known to long-standing clients. “Technical analysis is a great tool.” says Lori, “for preservation of
capital and containment of losses.”
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NOREEN LENNON
Noreen Lennon has been part of the LY Advisors team for over twenty years -- she joined the Technical Analysis department of
Citigroup Smith Barney in 1987. Working for then-Director Alan Shaw, Noreen prepared the S&P 400 and S&P 600 Buy-Hold-Avoid-Sell
lists.
At LY Advisors since our start in 2005, Noreen now writes the weekly S&P 600 reports for Technical Perspectives and prepares
the capital weights and allocation tables for S&P 400, 500 and 600, breaking down the sub-industries into sectors. Noreen also
monitors and compiles our reactions program for the S&P 600 and has primary responsibility for editing and producing our
weekly Technical Perspectives Global report.
A unique feature of LY Advisors research is that in addition to our across-the-board utilization of computerized charts
and data, including Point & Figure charts, Noreen updates our daily Dow 30 P&F charts by hand. "Even in this digital age,"
says Noreen, "by-hand updating of the Dow stocks is an inimitable tool enabling us to catch breakouts and breakdowns faster
than by any other method."
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JEANNE CRISCI
Jeanne Crisci joined LY Advisors in 2006 and is responsible for Sales and
Client Relationship Management.
Jeanne's financial services background prepared her well for her
responsibilities at LY Advisors. Starting at Shaw Data Securities in 1984
Jeanne became a registered representative (Series 7) later becoming a
general securities principal (Series 24). In 1995 Jeanne became President
and Chief Compliance Officer of SunGard Institutional Brokerage. In 2003 she
moved to WJB Capital Group as Director of Strategic Planning and Principal
Compliance Officer. During her tenure with WJB, Jeanne attained NASD
membership for the firm.
"Speaking with so many intelligent and well-informed clients is a great
pleasure," says Jeanne, "especially because they truly understand the need
for and value of our research."
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ALAN R. SHAW, CMT
Alan Shaw, now retired after 46 years on Wall Street, joined the brokerage firm of Harris Upham and Co.
in 1958. He began his career as a fundamental securities analyst and, in the early 1960s, became actively
involved in Technical Analysis. He served as Research Director at Harris Upham prior to its merger with
Smith Barney in 1976. The HU Technical Research team was warmly welcomed to the combined SBHU research
effort and Alan was appointed to the firm’s prestigious Investment Policy Committee where he served as an
often quite vocal input up until his retirement.
For over two decades, Alan was on Institutional Investor’s All-America Research Team in the Technical Analysis
category, taking the No. 1 spot in 1993, and holding that ranking for many years thereafter. At the time of his
retirement in April 2004, Alan was a Managing Director of the Technical Research Department at Smith Barney
having turned over the management of the Department in 2000 to his protégé, Managing Director, Louise Yamada.
Having attended Susquehanna and Adelphi Universities, Alan received an honorary doctorate degree in May 1999
from Susquehanna University in recognition of his Wall Street accomplishments. Alan is a Chartered Market
Technician (CMT), and was an Allied Member of the New York Stock Exchange and a Supervisory Analyst. A member
of the New York Society of Security Analysts, Alan was a founder and first president of the New York Society
of Junior Security Analysts, and was a founder and the second president of the Market Technicians Association.
For many years, Alan taught technical analysis at the New York Institute of Finance and lectured at the
annual Securities Industry Association's Wharton seminars. He authored the chapter on
technical analysis included in the Financial Analyst's Handbook, published by Dow Jones-Irwin.
Alan has appeared in Who's Who in America since 1988. In 1997, he received the annual Market Technicians
Association lifetime achievement award. He was the subject of numerous featured interviews in Barron’s and
was invited a number of times to appear as the special guest on Louis Rukeyser’s Wall $treet Week. Alan and
his wife currently reside on Shelter Island, NY, where he is working on a book, among other activities.
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Louise Yamada Technical Research Advisors, LLC
530 Fifth Avenue, 26th Floor
New York, NY 10036
Phone: (212) 944-6200
Fax:(212) 944-6262
info@lyadvisors.com
www.lyadvisors.com |
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Louise Yamada Technical Research Advisors, LLC
530 Fifth Avenue, 26th Floor
New York, NY 10036
Phone: (212) 944-6200
Fax:(212) 944-6262
info@lyadvisors.com
www.lyadvisors.COM |
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Last Updated: June 23, 2009 10 AM |
Copyright 2005-2009. All Rights Reserved. |
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web site by
Michael Horowitz |
Formatted for printing
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Copyright 2005-2009. All Rights Reserved.
Web site by Michael Horowitz www.michaelhorowitz.com |
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