Louise Yamada Technical Research Advisors, LLC

Louise Yamada Technical Research Advisors, LLC

[formatted for printing]


Hardcover
February 1998

Paperback
April 2000


June 27, 2008
Convergence of Downturns. Welling@Weeden. More...
June 30, 2008
Rout in Financials Isn't Over. Barron's. More...

Who We Are

Louise Yamada 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 her 25 years at Smith Barney (Citigroup) as a top-ranked "Institutional Investor" technical analyst.

As Managing Director and Head of Technical Research for Smith Barney, Louise Yamada was a perennial leader in the Institutional Investor poll, and was the top-ranked market technician in 2001, 2002, 2003 and 2004. Our technical analysis team has been together for up to 24 years and includes Senior Analyst Jonathan Lin and Analysts Lori Altenburger and Noreen Lennon.

Note: Effective June 4, 2008, former LYA analyst Ron Daino is no longer affiliated with the company.

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.

 

 
Louise Yamada Technical Research Advisors, LLC
530 Fifth Avenue, Suite 200
New York, NY 10036
Phone: (212) 944-6200
Fax:(212) 997-6370
info@lyadvisors.com
www.lyadvisors.com
 
 
Louise Yamada Technical Research Advisors, LLC
530 Fifth Avenue, Suite 200
New York, NY 10036
Phone: (212) 944-6200
Fax:(212) 997-6370
info@lyadvisors.com
www.lyadvisors.com
 
 Last Updated: July 1, 2008 6 PM Copyright 2005-2008. All Rights Reserved.  
  web site by Michael Horowitz
Page last updated: July 1, 2008 6 PM
Copyright 2005-2008. All Rights Reserved.
Web site by Michael Horowitz   www.michaelhorowitz.com