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If you can picture a computer nerd from 20 years ago, with black-rimmed glasses, white socks, and IBM computer cards in his shirt pocket, well, that was me in high school. (Some say I still look like a nerd, but that's OK these days, since Bill Gates looks like a nerd!) Ever since, I have loved computers and software. I have been especially intrigued by the use of computers in technical analysis. Before the days of personal computers, I put together a computer from a Heathkit package, programmed it myself, and printed out crude stock price charts. Data entry was all manual at that time. My first introduction to technical analysis was with OBV (On-Balance Volume) which was being promoted by Joseph Granville at that time.

I started investing in stocks back in 1974 while a cadet at West Point (graduated in 1977, Distinguished Graduate, top 5%). After five years in the Corps of Engineers, I decided to leave the Army to pursue my interest in stocks. I became a stockbroker for Dean Witter for ten years, and subsequently joined a money management firm for three years as a portfolio manager and technical analyst. In those jobs, I developed my contrarian investment style and disciplines, and learned more and more about technical analysis.

Photo of Rex and Tom

Photo of Rex and Tom Joseph, creator of Advanced GET.

Because of my interest in technical analysis, I formed in 1992 and continue to chair a group called the Elliott Wave Study Group. This group (composed of professionals and serious investors) meets monthly for lively discussions that would seem quite esoteric to most normal people.

In 1996 I decided to start my own investment advisory firm, called Technical Disciplines, to manage money as well as start publishing an investment advisory newsletter, also called Technical Disciplines.

Many regard me as an expert user of Advanced GET (http://www.tradingtech.com/), a premiere technical analysis software program, and I try to include tips in my newsletter to help Advanced GET users in their use of the software.  I am also featured as one of the Expert Advisors in MetaStock for Windows 6.5 and MetaStock Professional (Real-time) 6.52.  I also write a weekly column for http://www.StockCharts.com.

Registrations:

Series 24 in 1996 (General Securities Principal)
Series 65 in 1996 (Investment Advisor)
Series 3 in 1989 (Commodities)
Series 63 in 1982 (Uniform Securities Agent State Law)
Series 7 in 1982 (Registered Representative)

Technical Disciplines is registered with the state of Washington pursuant to the Securities Act of Washington, RCW Chapter 21.20.  Part II of SEC Form ADV is available on request.  The company is not affiliated with any other firm and does not function as a broker or dealer in securities.  Fees paid by clients and subscription fees to the investment advisory newsletter are the sole sources of income.  Client assets are held by a third party, such as a brokerage firm or bank custodian.  Technical Disciplines does not take delivery of, nor hold client securities or cash.

    Technical Disciplines

    P.O. Box 6029, Kent, WA 98064-6029
    (253)639-0436 Tel    (253)639-7806 Fax
    td@infowire.net

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