Newman Library Becomes the Home of an Important Research Collection in Technical Analysis

TAEF LogoThe Technical Analysis Educational Foundation, Inc. (TAEF) has placed its research collection on long-term loan in the Newman Library of Baruch College.  The collection includes nearly 7,000 publications that constitute a significant portion of the body of knowledge of technical analysis, which considers the empirical information derived from the activities of buyers and sellers in an open auction market. The holdings consist of books, historical texts, journals, investment advisory letters, recordings, electronic and digital media, chart books, and photographs. The collection continues to grow through new acquisitions and donations.

Through its partnership with Baruch College, the TAEF is able to make this collection available to a diverse community of users. The collection will benefit both professionals and new entrants to technical analysis.  In addition to supporting instruction and research at Baruch College, many of the books are available to other institutions through interlibrary loan.  Items published prior to 1930, advisory letters, journals, newspapers, pictures, sound recordings, and unbound books cannot be borrowed, but may be consulted on site in the Newman Library by appointment. The holdings may be searched via the catalog on the Newman Library’s website.

The collection includes books by the earliest generation of analysts and writers in this country who formulated and expanded the field of technical analysis – William Peter Hamilton and Robert Rhea of Dow Theory; Richard W. Schabacker on the principles of charting; Humphrey B. Neill on contrarian opinion; Harold M. Gartley, a leading stock market analyst of the 1930s; Alexander H. Wheelan on point and figure charting; and William D. Gann, Ralph Nelson Elliott, and Richard D. Wyckoff, who created technical theories that remain in use today. A large number of the Dow Theory letters of the late Richard Russell are part of the collection.  The books of leading modern technicians such as Gerald B. Appel, Constance M. Brown, Alexander Elder, Humphrey E. D. Lloyd, Gregory L. Morris, John J. Murphy, Martin J. Pring, Robert R. Prechter, Victor Sperandeo, and Martin E. Zweig are included. These materials set forth the principles and theories of technical analysis that are of value to both professional investment managers and new members of the field.

The library also contains possibly the finest collection of books and writings dealing with the cyclicality of financial markets, physical sciences, human cultural activities, weather, biological rhythms, planetary activity, and natural phenomena. These publications present the findings of extensive research going back decades. The materials were originally compiled by the Foundation for the Study of Cycles established in 1941 and are currently owned by the CMT (Chartered Market Technician) Association.

Additional information is posted on the TAEF collection website.

About the Technical Analysis Educational Foundation, Inc. (taeducation.org)

The Technical Analysis Educational Foundation, Inc. (TAEF) was established in March 1993, as a New York Not-for-Profit Corporation, then known as the Market Technicians Association Educational Foundation, but renamed in January 2018.  The original mission of the foundation was to create and fund educational programs in the field of Technical Analysis. This mission has expanded to include the creation and support of a complete Technical Analysis curriculum that is now being taught in colleges and universities for academic credit. According to its website (taeducation.org), the foundation “unites industry experts from around the globe to develop comprehensive lectures, course outlines, and study materials designed for students new to technical analysis.”

About Baruch College (baruch.cuny.edu)

Baruch College provides students with the skills, knowledge, and perspectives to pursue their aspirations in today’s global environment. A leading college within The City University of New York (CUNY), Baruch is also listed among the nation’s top public institutions for academic excellence, affordability, student success, and value. Its three schools educate more than 18,000 students who represent one of the most diverse college campuses in the country. Strong career and support services drive Baruch’s national recognition as an engine for social and economic mobility. Through executive education, continuing studies, international partnerships, public events, and arts programming, Baruch stands out as an intellectual and cultural resource for New York City and the world.