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Julie A. Dahlquist

Charles D. Kirkpatrick II, CMT, is

  • President, Kirkpatrick & Company, Inc., Kittery, Maine--a private corporation specializing in technical research; Editor and Publisher of the Market Strategist newsletter.
  • Past Adjunct Professor of Finance, Brandeis University International School of Business, Waltham, Massachusetts.
  • Past Director and Vice President, Market Technicians Association Educational Foundation, New York, New York--a charitable foundation dedicated to encouraging and providing educational courses in technical analysis at the college and university level.
  • Past Editor, Journal of Technical Analysis, New York, New York--the official journal of technical analysis research.
  • Past Director, Market Technicians Association, New York, New York--an association of professional technical analysts.
  • Author of Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell and Time the Markets: Using Technical Analysis to Interpret Economic Data.

In his life in the stock and options markets, Mr. Kirkpatrick has been a hedge fund manager, investment advisor, advisor to floor and desk traders and portfolio managers, institutional stock broker, options trader, desk and large-block trader, lecturer and speaker on aspects of technical analysis to professional and academic groups, expert legal witness on the stock market, owner of several small businesses, owner of an institutional brokerage firm, and part owner of a CBOE options trading firm. His research has been published in Barron’s and elsewhere. In 1993 and in 2001, he won the Charles H. Dow Award for excellence in technical research, and in 2009, he won the MTA Annual Award for his contributions to technical analysis. Educated at Phillips Exeter Academy, Harvard College (A.B.) and the Wharton School of the University of Pennsylvania (M.B.A.), he was also a decorated combat officer with the 1st Cavalry Division in Vietnam. He currently resides in Maine with his wife, Ellie, and their various domestic animals.

Julie R. Dahlquist, Ph.D., CMT, received her B.B.A. in economics from University of Louisiana at Monroe, her M.A. in Theology from St. Mary’s University, and her Ph.D. in economics from Texas A&M University. Currently, she is a senior lecturer, Department of Finance, at the University of Texas at San Antonio College of Business. Dr. Dahlquist is a recipient of the Charles H. Dow Award for excellence and creativity in technical analysis and is a frequent presenter at national and international conferences. She is the coauthor (with Richard Bauer) of Technical Analysis of Gaps: Identifying Profitable Gaps for Trading and Technical Market Indicators: Analysis and Performance. Her research has appeared in the Financial Analysts Journal, Journal of Technical Analysis, Managerial Finance, Applied Economics, Working Money, Financial Practices and Education, Active Trader, and in the Journal of Financial Education. She serves as Editor of The Journal of Technical Analysis and is on the Board of the Market Technicians Association Educational Foundation. She resides in San Antonio with her husband, Richard Bauer, and their two children, Katherine and Sepp.