The 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 5,000 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 at this site, TAEF Collection at Newman Library.
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 collection 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 Association.
Searching in the Library
You can search for material in the TAEF collection online through the Baruch Library website by following this procedure:
Go to the Baruch Library website at https://library.baruch.cuny.edu/.
- Click on Define Your Search
- Select Books
- Click on Advanced Search
- Change the default from Any Field to Local Notes
- In the Enter a Search Term field, type, “Technical Analysis Educational Foundation”
- Click Search.
How Do I Arrange a Visit to the Library?
The collection is housed in a secure room, separated from the rest of the Newman Library collection, so an appointment is needed to browse the collection. An appointment can be made by contacting the Interlibrary Loan office at illbb@baruch.cuny.edu, in advance.
However, it is best to arrange a visit during normal business hours, 10:00 AM to 5:00 PM, Monday through Friday as Baruch Security has to be notified and a staff member is required for physical access to the collection. Check hours for the Newman Library
Can I Borrow a Book?
Many of the books in the collection are available for checkout by members of the Baruch community, academics at universities who participate in the Interlibrary Loan program, and CMT Association members. However, items published prior to 1930, advisory letters, journals, newspapers, pictures, sound recordings, and unbound books may not be borrowed from the Library. A publication may not be eligible for borrowing depending on its replacement value and uniqueness. Special requests will be considered.
How Do I Borrow a Book?
Academics should go through the interlibrary loan process at their home university to borrow items from the collection. CMT Association members may borrow books for six weeks, with one renewal, by notifying the CMT Association office, which will make the arrangements with Baruch. Shipping costs outside the US are very high and it is most likely more cost effective for you to obtain the book directly from a local bookstore, online bookseller, or a local library.
The books will be shipped by UPS. Members are expected to pay for shipping. Contact the CMT Association office at 646-652-3300 with any questions.
Donations
The foundation welcomes and encourages gifts! Your monetary gifts support expenses of book purchases, maintenance, and restoration. We accept gifts of books and other materials related to technical analysis that are of value to professionals, students, and researchers. Please contact us at library@taeducation.org to discuss donations.
Donations of Materials
A donor will be asked to provide a written description of the items to be donated and an assessment of their physical condition. The description should be sufficiently explicit to allow a decision to be made as to whether an item will be accepted. Duplicate books will not be accepted unless there is a strong reason to accept them. Videos, tapes, software, software instructions and booklets, chart books, photographs, and presentation slides will be carefully considered with no presumption they will be accepted as donations. The donor will be informed of what items will be accepted and not accepted before any items are shipped to the foundation.
Gifts become the property of the Technical Analysis Educational Foundation upon receipt, and the foundation reserves the right to donate, recycle, sell, or discard an item. Proceeds from the sale of materials will benefit the Library.
Acknowledgement
The Technical Analysis Educational Foundation will provide written acknowledgement of all gifts for which acknowledgement is requested. Acknowledgements typically include the date of receipt and a brief description of the gift. We recommend that our donors prepare a detailed inventory and include a copy with their donations.
Donor Recognition
The Library uses bookplates to designate items as gifts from a donor. If requested, bookplates may be used which indicate that the item is given “in memory of” or “in honor of” or “in the name of.”
Tax Information
Donors are responsible for appraising the worth of their gifts and determining their personal tax obligations. For more information, consult IRS publication 561 entitled “Determining the Value of Donated Property,” available here, or call 800-TAX-FORM (800-829-3676) to have one sent in the mail. From the current IRS publication 561:
- “Appraisals are not necessary for items of property for which you claim a deduction of $5,000 or less…”
- “Generally, if the claimed deduction for an item or group of similar items of donated property is more than $5,000, … you must get a qualified appraisal” and complete IRS form 8283.
Consult the publication and IRS form 8283 directly for full details and required documentation.
The Technical Analysis Educational Foundation is a tax-exempt (501c3) organization and does not provide tax, legal, or financial advice. Any information we provide is intended to be educational and informational. The Technical Analysis Educational Foundation strongly encourages all of our donors to seek counsel from their own legal and financial advisers.
Monetary Donations
Monetary donations will be used to purchase books, maintain the library, or restore materials. To make a monetary donation to the TAEF Library, please visit our Donate page.