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 2006-2007 Schedule

Meeting # 1:
Speaker: Steve Nison, CMT

Date: Tuesday September 19, 2006
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza

Steve Nison holds the distinction of introducing the Western world to Japanese Candle Charting. He is not only a pioneer, but a master of the charting technique. Mr. Nison has authored three acclaimed books on the topic, selling over 100,000 copies and translated into nine languages. As the expert in his field, his work has been highlighted in The Wall Street Journal, Worth Magazine, Institutional Investor and Barron's. As a sought after speaker, he has presented his trading strategies to traders from almost every investment firm on how to apply - and profit from - these methods. He has also lectured at numerous universities and, by request, at the World Bank and the Federal Reserve.

Candle Charting Essentials and Beyond: Spotting the Early Reversals.

Today’s markets are volatile. The competition is fierce. You need a weapon that will let you spot reversals before other traders see them. Candle charting techniques is that weapon. In this special one hour presentation (plus time for questions) Mr. Nison will reveal how candle charting will let you:

• Spot market turns ahead of your competition
• Pinpoint pivotal support and resistance levels
• Provide ‘Safety First Trading”
• Merge candles with your favorite trading tools
• Correct the dangerous mistakes made by those who use candles

Avoiding a losing trade is just as important as getting in early on a profitable trade. Steve will show you how to do both. He will reveal many of the same strategies he uses for his institutional clients.

Whether you are new to candle charts or are a seasoned pro the rewards you will reap from this seminar will be immediate and long lasting!


1. Raffle for two FREE autographed copies of his book The Candlestick Course- worth $59.

2. Steve will give his market outlook



Also special discounts on educational resources

Sign up for Steve Nison’s free bi-weekly educational newsletter (all email addresses are kept confidential) and learn more at

Web site:

Meeting # 2:
Speaker: Ryan Jones
Date: Tuesday October 17, 2006
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
7, 2006
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Ryan Jones is considered one of the trading industries "most complete traders". Starting his trading career at the early age of 16, he had traded nearly every major market and strategy by the age of 21. At the age of 26, Ryan signed a book deal with John Wiley making him one of the youngest authors ever in the field of futures trading. His book, The Trading Game, Playing by the Numbers to Make Millions is still considered to be the authority on the subject of trading and money management by many leading traders. Ryan's advanced experience and knowledge across many trading fields such as Technical Analysis, Option Trading, Money Management and the S&P have lead to several trading feats, including turning a $15,000 account into over $107,000 in less than 90-days short-term trading the S&P (real money).


My topic is going to be based on FACT based trading versus HISTORICAL (or technical analysis) based trading.  When a trading strategy is based on historical market action, past performance is not necessarily indicative of future results.  However, when trading strategies are based on something factual (i.e. fixed probabilities), past performance could be indicative of future results. 
After 15 years of spending 60 - 80 hours trading, researching and studying the markets, I am convinced that the only true path to long term success is to build a foundation on FACT based trading and then SUPPLEMENT it with technical analysis strategies.  I will be bringing some pretty incredible statistical information and performance (real money) track records to support my conclusions. " 


Meeting # 3: * Second Tuesday Meeting due to Holidays
Speaker: Don Wilson

Date: Tuesday November 14, 2006
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Presentation: Download Here (.ppt)
About Don L. Wilson

My background has been in large corporations and later in small businesses. At 71 I am retired now, but before that I considered myself a businessman. I have successfully owned/bought/sold several small businesses. This has helped me immensely in the investment arena, because you take the same kinds of risk and learn you can't win them all in business. You learn how to control your losses and your risk just as you must do with investing. I started this Tango5 effort to begin teaching my adult children how to invest my way, the Tango way. It just developed from there, now I have some friends and several hundred others around the country using this process for investing.

I have been investing in the financial markets since 1989. Over that period I have tried many types of investments and the one I use now described as Tango5 works best for me. Tango5 is a packaged semi automatic mechanical Mutual Fund/ETF trading method; all the design and programming is completed for you. All you do is set up the files in the correct directories, download the data, and double click a batch file on your desk top. This runs all the files and outputs a complete report with instructions to “Buy” “Sell” or “Hold”.

I will be presenting the Tango5 Overview –

Intermediate Term Cycle. When to be in or out of the market - When to "Buy" and when to "Sell".

What to “Buy”, the fund/ETF Filtering and Selection Process.

Monitor Your Holdings. A Report for monitoring your positions.

Monitor Your Total Capital. Report and Equity Chart.

Back Testing and Real Time Performance.


Meeting # 4: * Second Tuesday Meeting due to Holidays
Speaker: Neal Weintraub

Date: Tuesday December 12, 2006
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Neal Weintraub is an author, trader, and instructor at the Chicago Mercantile Exchange. He is the author of three books on the trading experience. His new book, Tricks of the Active Trader will be at book stores in 2007. However at our December meeting, Neal will preview key Tricks, Tips, and Traps of trading.

Some of you may remember Neal's last visit, when he predicted the "tech-bubble." This time Neal will go into some details from his upcoming book. Hopefully, there will be no ice storm this time. Neal's students are in Chicago so here's your opportunity to "pick the brain" of a Chicago trading icon.

Meeting # 5:
Speaker: Larry McMillan

Date: January 16, 2007
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza

Lawrence G. McMillan is the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 200,000 copies.  The fourth edition of this work was released in March, 2002.  In addition, he has written two other books, McMillan On Options (2nd edition, 2004) and Profit With Options and co-authored another, New Insights On Covered Call Writing.  He currently authors a unique daily advisory service – Daily Volume Alerts – which selects short-term stock trades by looking for unusual increases in equity option volume.  He also edits and publishes "The Option Strategist", a derivative products newsletter covering equity, index, and futures options, as well as "The Daily Strategist", covering much the same strategies but on a daily basis.  In these capacities, he is the President of McMillan Analysis Corporation, which he founded in 1991.  He has spoken on option strategies at many seminars and colloquiums in the United States, Canada, and Europe.  He also writes frequently and is quoted in publications such as Barron’s, Technical Analysis of Stocks and Commodities, Data Broadcasting’s “Exchange” magazine, Futures Magazine,, and Active Trader Magazine.  In addition, he is the Portfolio Manager of The Hardel Volatility Arbitrage Fund (a hedge fund), he trades his own account actively, and he manages option-oriented accounts for certain individuals

Prior to founding his own firm, Mr. McMillan was a proprietary trader at two major brokerage firms.  He began his Wall Street career as the retail option strategist at Thomson McKinnon Securities, Inc., from 1976 to 1980, and then traded the firm's proprietary account beginning in 1980.  From 1982 to 1989, he was a Senior Vice President in charge of the Equity Arbitrage Department.  Following that, he was in charge of the Proprietary Option Trading Department at Prudential-Bache Securities in 1989-90. In those positions, he traded the firm's own money – primarily in advanced option strategies and risk arbitrage at Thomson McKinnon, and primarily in convertible Euro-bonds and Japanese warrant arbitrage at Prudential. 

He initially worked for Bell Telephone Laboratories in Whippany, NJ, from 1972 to 1976.  He also published a weekly newsletter, entitled "Hedged Option Strategies" from 1974 to 1976

Mr. McMillan holds a B.S. degree in mathematics from Purdue University (1968) and an M.S. in applied mathematics and computer science from the University of Colorado (1972).


Meeting # 6:
Speaker: Peter Mauthe

Date: February 20, 2007
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Peter will present a detailed discussion on:
  1. His favorite indicators for stocks, mutual funds and indexes
  2. Quantitative tools for screening for stocks, mutual funds and indexes
  3. Tips for good money management practices
  4. Hedging techniques
  5. A look at the present state of the stock market

Peter Mauthe has been an investment professional since 1978, most recently serving as President and chief operating officer of several successful investment advisory firms including Tom Basso’s (of New Market Wizards fame) Trendstat Capital Management, Inc. Peter has also been an independent market maker on the Chicago Board Options Exchange and a past President and member of the board of directors of an industry trade association.

Peter will present his firm’s investment approach in a way that will help each of the attendees to manage their own investments with less volatility and less risk. Peter’s experience using and managing portfolios of stocks, mutual funds, futures and currencies makes him uniquely qualified to address questions spanning a wide range of topics as they pertain to personal portfolio management. So, if you have an investment question you are dying to get the answer to; BRING IT TO THIS MEETING!

Meeting # 7:
Speaker: Tom & Sherman McLellan

Date: March 20, 2007
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
The McClellan Market Report and its companion Daily Edition are produced by the father and son team of Sherman McClellan and Tom McClellan. Both approach the task of stock market analysis from unconventional backgrounds.

ShermSherman:   Sherman earned a degree in business administration and economics in college, but found out after graduation that the standard types of fundamental analysis taught did not provide enough of the answers concerning why and when stock market prices moved. Dissatisfaction with a number of methods for technical analysis led him to develop new techniques for assessing market conditions.

Sherman and his mathematician wife Marian developed the McClellan Oscillator and Summation Index in 1969. Many other traders, investors, and software developers have found these to be useful market timing tools. The Oscillator is derived from the number of advances and declines each day on the New York Stock Exchange. To learn more about these indicators, go to Oscillator.

Sherman brought these indicators to the public during guest appearances on Charting The Market, a technical analysis television program aired on KWHY in Los Angeles. As a result of these appearances, public interest in Sherman and Marian McClellan's new indicators increased. They were invited by the late Mr. P. N. Haurlan, publisher of the Trade Levels Report newsletter, to publish a book detailing their research. The book Patterns For Profit was the result of this effort.

Development of the McClellan Oscillator and Summation Index took place before access to computers was widely available. The first edition of their book included 8 years of data on the Oscillator and Summation Index portrayed in comparison to the NYSE Composite Index, and all data points were computed and plotted manually. For the purpose of verifying the signals given from NYSE data, they also calculated and graphed Oscillators and Summation Indices using AMEX advance/decline data and NYSE and AMEX up-volume/down-volume. This was before the Nasdaq even became a market. The amount of work required to perform the calculations this way limited the further development of market timing tools using these techniques. The development of personal computers opened up new capabilities for using the trend analysis techniques which are part of the McClellan Oscillator. Several popular market analysis software packages now include versions of the McClellan Oscillator and Summation Index. An updated edition of Patterns for Profit with 40 years of computer generated chart data is available from McClellan Financial Publications, Inc. You can read more about it at Products, and to order, go to Subscription.

Sherman is a member of the Market Technicians Association, and has conducted a number of seminars on the McClellan Oscillator and Summation Index and spoken to many investor groups around the country. Under the auspices of Sherman McClellan & Associates, he provides market timing advisory service to selected institutional clients. From 1976 to 2003, he and his family also owned and operated Admiral Plastics Corp., a custom plastic injection molding company in Los Angeles.


Sherman and Marian's son 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.

Tom is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents' indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same "conventional wisdom" used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork.

In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market's structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds, XAU and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA.

Meeting # 8:
Speaker: Robert Miner

Date: April 17, 2007
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
ImageRobert Miner teaches practical, real-world trading strategies. Since 1986, Miner has taught traders and investors in 20 countries his unique approach to technical analysis and trading strategies called Dynamic Trading. Miner publishes the Dynamic Trader Futures, Forex and Stock Reports and designed the Dynamic Trader Software and Trading Course. His reports are oriented to teaching traders practical trading strategies for futures, Forex, stocks and ETFs. Miner’s book, Dynamic Trading, was named the "Trading Book of the Year" in 1999. He was named the 1997 "Guru of the Year" by the Super Traders Almanac and is a past first place winner of the Robbins World Cup Championship of Futures Trading.

Meeting # 9:
Speaker: Tim Ord

Date: May 15, 2007
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Tim Ord has been a respected figure in the financial industry for more than 25 years. He's a University of Nebraska graduate (1973) BS in Mathematics with a teaching degree. He has been licensed with a Series 7, 63, 4 and 24 brokerage licensed and held the office of vice president and Option principal. He placed 4th nationally in the "The United States Trading Championship" in 1988 in the option division. In 2002, Tim placed ninth in total returns with "Schreiner Capital" (money management firm) out of 294 money managers.
He is frequently in the top ten timers in "Timer Digest" which he place 5th for 6 months ending 10/9/06 for the S&P and #1 gold timer for one year ending 1/13/06. Tim Ord writes and publishes the much respected market letter "The Ord Oracle" ( that he founded in 1990. The Ord Oracle market letter is emailed four days a week, Monday through Thursday and covers the S&P, Nasdaq and the Gold market. Tim has had numerous articles published from 1991 to present in "Stock and Commodities Magazine". His last one published by "Stock and Commodities Magazine" appeared in the May 2004 issue. That article covered trading rules he developed using price and volume. He has another article, on the publisher's desk now that may be published later this year, explaining price and volume relationships and signals they generate. In 2004 he developed a software program for stocks and index trading that uses the volume strength in a swing to determine buy and sell signals. Tim calls his software program "Ord-Volume" and is actively marketing this program worldwide. He has given numerous seminars from coast to coast along with lectures to financial groups.  In the early 1990's Tim Ord introduced a new trading method using the NYSE Tick index combined with candlestick charting. Several articles where published about this method in the "Stock and Commodities Magazine" in the early to mid 1990's. This method is now used worldwide by short term traders.

More recently he has focused on the bigger trend of the market and has gotten away from short-term trading. His focus now is centered on price and volume relationships. He has studied extensively on the works of legendary price and volume trader "Richard Wyckoff". "Richard Wyckoff" was a famous trader that made his mark in the 1930's with his price and volume methods.







Terms and Conditions of use:

This information is produced by the Association for Technical Analysis (AfTA) and is intended for the private use of its members only. Although reasonable care is exercised in presenting the information contained herein, AfTA does not make any guarantee or other representation as to the accuracy or completeness of such information, nor that use of any such information will result in profits or prevent losses. Neither the Association nor its Officers assume any responsibility whatsoever for errors or omissions. Comments or materials presented do not necessarily reflect the opinion of AfTA or its Officers, nor does it constitute an endorsement of any products or services mentioned. 



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