The TAEF has a library of nearly 7,000 publications that constitute an important portion of the body of knowledge of technical analysis. Historical texts, journals, chart books, recordings, pictures, and market letters can be used for research and learning. Over 1,000 books are held for the CMT Association’s collection of cycles materials. The library preserves the past and can yield new insights when researchers, students, and academics examine its materials.

The collection is housed in a special collection at the Newman Library at Baruch College in New York City.  Through the partnership with Baruch College, the TAEF is able to make this collection available to a diverse set of users.  The location makes the collection easily accessible to students and faculty at Baruch College, which graduates more finance majors than any other U.S. college or university.  Researchers, both faculty and students, at other universities can access the materials through their university’s interlibrary loan program.  Members of the CMT Association may arrange a visit to the library or check out circulating items using the procedures below.

Donations to the TAEF Library

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 and Appraisals

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 made by a qualified appraiser.”

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 Library, please visit our Donations page.

What is in the TAEF Library Collection?

You can search for material in the TAEF Library collection online through the Baruch Library website by following this procedure:

Go to the Baruch Library website:

http://www.baruch.cuny.edu/library/#

  1. Go to Library Home Page
  2. Under Define Search choose “Books (print)” and click “Advanced Search”
  3. Select “Command Search” (which is a choice in the yellow band)
  4. In the Type a Command Search block enter “WCL=MTA” and click “search”

How Do I Arrange a Visit to the Library?

The TAEF Library is housed in a secure room, separated from the rest of the Newman 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.

The library hours can be found at:
http://www.baruch.cuny.edu/library/about/hours.html

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 library.

Can I Borrow a Book?

Many of the books in the library are available for checkout by members of the Baruch community, academics at universities who participate in the Interlibrary Loan program, and CMT Association behavior.  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 TAEF library.  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, Amazon 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.