# Jeffrey Owen Katz

Jeffrey Owen Katz (born April 6, 1950) is an American scientist known for his contributions to the field of factor analysis and his development of artificial intelligence tools.
He demonstrated an early aptitude in electronic engineering, reportedly being able to read and draw schematic diagrams before mastering reading and writing in English.

## Education

Katz's parents arranged for home-schooling until his mid-teens, after which he began auditing college-level courses at local universities. He eventually enrolled in undergraduate studies at Stony Brook University, part of the State University of New York, where he studied mathematics, psychology, psychophysiology, physics, and biology. While a graduate student in mathematics at Stony Brook University, he published a new method of factor rotation, programmed (in Fortran) a portion of the Numerical Taxonomy Systems Package, and published papers in peer-reviewed journals.
In the mid-1970s, Katz was invited to enroll at University of Lancaster, England, where he applied mathematics and psychometrics to the study of psychophysiology and genetics, using instrumentation he designed and built. His graduate studies were interrupted by an extended illness, and he returned to his family home in the United States. In 1983, Katz received a Ph.D. from University of Lancaster, under the mentorship of Phillip Levy, Chair of Lancaster's Psychology Department, and Dr. Eysenck's, psychometrician and founder of the Psychology Department at the University of London. He was offered a teaching and research position in Dr. Eysenck's's department, but declined and returned to Long Island, United States, to be close to his family.

## Research

After graduation, Katz held several research positions. He worked for the Brain Research Laboratories (New York University), developing neurometric systems based on the multivariate statistical analysis of electroencephalographic signals (EEG). He later worked for HeartMap, a biomedical company, heading the design, hardware prototyping, software development, and testing of a 64-channel cardiac monitor with analytic capabilities, including neural network pattern recognition and the ability to generate 3D images of the heart's electrical potentials. He also worked for the American Society for Psychical Research, where he developed experimental protocols, conducted data analysis, and designed and built low-noise instrumentation for various psychophysiological and physical experiments.
In 1989, Katz founded and became CEO of Scientific Consultant Services, Inc., a firm providing data handling solutions in diverse fields. He developed artificial intelligence software (neural networks and genetic algorithms) for clients ranging from the U.S. Navy to the Swedish Lumber Authority, and from major asset management firms to individual investors. His work includes the development of NexTurn, a commercially available neural network model that forecasts the date, direction, and degree of S&P 500 and OEX turning points; N-Train, the first 32-bit neural network development tool for PCs; and LogiVolve, the first neurogenetic development tool designed for the genetic evolution of neural networks.
Additionally, Katz served as Managing Principal and Director of Trading and System Development of Blackhorn Asset Management, LLC (2005–2008); Technical Director of Interactive Software Laboratories, Inc. (1995–1998), a firm offering data, data management tools, and predictive software to the financial community; and co-founder, Vice President, and Director of Software Development, Datatek, Inc. (1990–1993), a consulting and trading system development firm.
Katz has contributed time and resources to nonprofit causes, including animal welfare and science education. He has lectured and taught classes at various academic levels and private organizations, and has published in refereed journals, trade magazines, and anthologies. With his wife, he co-authored three books for McGraw-Hill.

## Astronomy and Custer Institute

From 2003 to 2013, Katz dedicated time to science education, establishing research and internship programs at the Custer Institute and serving on its Board of Directors (2003–2013), as Observatory Director (2004–2012), and as Research Chair (2006–2012). He founded and coordinated the Custer Institute's “Education Through Research” Program, mentoring students from high school through graduate school and assisting them in obtaining grants and awards. To promote the Institute and its programs, Katz wrote a monthly astronomy column for Long Island Pulse magazine, and was featured in media productions, including the PBS documentary, "The Souls of New York." He obtained grants for the institute's research and educational programs, and developed specialized hardware (e.g., optics innovations) and software (e.g., a deconvolution algorithm for image enhancement). He was awarded a Citation from the New York State Assembly. Katz is currently on the advisory board of Montauk Observatory, Inc.
While at the Custer Institute, Katz's interest in amateur radio resurfaced. He revitalized the institute's amateur radio and radio astronomy programs and arranged the donation and installation of a 55-foot radio tower from the Great South Bay Amateur Radio Club (of which he is a member).

## Katz Diagnostics

Katz's research includes the development of a multi-schedule survey of symptomatology and treatment of fibromyalgia and chronic fatigue syndrome. This study, with nearly 5000 respondents, revealed correlations between factors, including the relationship between thyroid conditions and these disorders.
In 2020, Katz Diagnostics was incorporated, focusing on research and development and producing research on fibromyalgia causes and treatments.

## Publications

* Katz, Jeffrey Owen. "Star Gazer." Monthly column on astronomy published in Long Island Pulse magazine, 2007-2012.
* Katz, Jeffrey Owen (April 1992). "Developing Neural Network Forecasters for Trading." Technical Analysis of Stocks and Commodities, pp. 58–68.
* Katz, Jeffrey Owen. Personal construct theory and the emotions: An interpretation in terms of primitive constructs. British Journal of Psychology, 1984, (75), pp. 315–327.
* Katz, Jeffrey Owen. An introduction to construct theoretic psychology. Journal of Perceptual and Motor Skills, 1983 (37), pp. 983–999.
* Katz, Jeffrey Owen. Psi sources and brain events: An examination of cortical evoked potentials at the moment of observation in a Schmidtian PK task. Research in Parapsychology, 1982, pp. 218–221.
* Katz, Jeffrey Owen. An empirical study of the genetic selection of psychological characteristics in man. MENSA Research Journal, Winter 1978, Vol. 7, No. 1, pp. 47–59.
* Katz, Jeffrey Owen, and McCormick, Donna L. Advanced Option Pricing Models: An Empirical Approach to Valuing Options. McGraw Hill, March 2005.
* Katz, Jeffrey Owen, and McCormick, Donna L. (February 2002). "Trading Options with Finesse." Futures, Vol. 31, No. 3, pp. 42–46.
* Katz, Jeffrey Owen, and McCormick, Donna L. How to Start Day Trading Futures, Options, and Indices. McGraw Hill, October 2001.
* Katz, Jeffrey Owen, and McCormick, Donna L. (June 2001c). "More Intelligent Option Pricing." Futures, Vol. 30, No. 7, pp. 42–45.
* Katz, Jeffrey Owen, and McCormick, Donna L. (May 2001b). "Market Realities and Options Pricing." Futures, Vol. 30, No. 6, pp. 38–40.
* Katz, Jeffrey Owen, and McCormick, Donna L. The Encyclopedia of Trading Strategies. McGraw Hill, Spring 2000.
* Katz, Jeffrey Owen, and McCormick, Donna L. "Case Study: Building An Advanced Trading System." In Computerized Trading, Mark Jurik, Editor. Prentice Hall, 1999.
* Katz, Jeffrey Owen, and McCormick, Donna L. (February 1999). "Trading Stocks with a Cyclical System." Technical Analysis of Stocks and Commodities, pp. 36–42.
* Katz, Jeffrey Owen, and McCormick, Donna L. (July 1998). "Barrier Stops and Trendlines." Technical Analysis of Stocks and Commodities, pp. 44–49.
* Katz, Jeffrey Owen, and McCormick, Donna L. (May 1998). "Using Barrier Stops in Exit Strategies." Technical Analysis of Stocks and Commodities, pp. 63–89.
* Katz, Jeffrey Owen, and McCormick, Donna L. (April 1998). "Using Trailing Stops in Exit Strategies." Technical Analysis of Stocks and Commodities, pp. 86–92.
* Katz, Jeffrey Owen, and McCormick, Donna L. (March 1998). "Testing Exit Strategies." Technical Analysis of Stocks and Commodities, pp. 35–42.
* Katz, Jeffrey Owen, and McCormick, Donna L. (February 1998). "Exits, Stops and Strategy." Technical Analysis of Stocks and Commodities, pp. 32–40.
* Katz, Jeffrey Owen, and McCormick, Donna L. (November 1997). "Adding the Human Element to Neural Nets." Technical Analysis of Stocks and Commodities, pp. 52–64.
* Katz, Jeffrey Owen, and McCormick, Donna L. (September 1997). "Sunspots and Market Activity." Technical Analysis of Stocks and Commodities, pp. 46–54.
* Katz, Jeffrey Owen, and McCormick, Donna L. (August 1997). "Using Statistics with Trading Systems." Technical Analysis of Stocks and Commodities, pp. 32–38.
* Katz, Jeffrey Owen, and McCormick, Donna L. (July 1997). "Evaluating Trading Systems with Statistics." Technical Analysis of Stocks and Commodities, pp. 50–61.
* Katz, Jeffrey Owen, and McCormick, Donna L. (June 1997). "Lunar Cycles and Trading." Technical Analysis of Stocks and Commodities, pp. 38–46.
* Katz, Jeffrey Owen, and McCormick, Donna L. (May 1997). "Cycles and Trading Systems." Technical Analysis of Stocks and Commodities, pp. 38–46.
* Katz, Jeffrey Owen, and McCormick, Donna L. (April 1997). "Seasonality and Trading." Technical Analysis of Stocks and Commodities, pp. 50–61.
* Katz, Jeffrey Owen, and McCormick, Donna L. (February 1997). "Genetic Algorithms and RuleBased Systems." Technical Analysis of Stocks and Commodities, pp. 46–60.
* Katz, Jeffrey Owen, and McCormick, Donna L. (December 1996). "A RuleBased Approach to Trading." Technical Analysis of Stocks and Commodities, pp. 22–3
* Katz, Jeffrey Owen, and McCormick, Donna L. (January 1997). "Developing Systems with a Rule Based Approach." Technical Analysis of Stocks and Commodities, pp. 38–52.
* Katz, Jeffrey Owen, and McCormick, Donna L. (November 1996). "On Developing Trading Systems." Technical Analysis of Stocks and Commodities, pp. 46–60.
* Katz, Jeffrey Owen, and McCormick, Donna L. "Introduction to Artificial Intelligence: Basics of Expert Systems, Fuzzy Logic, Neural Networks, and Genetic Algorithms." In Virtual Trading, Jess Lederman and Robert Klein, Editors. Probus Publishing, 1995.
* Katz, Jeffrey Owen, and McCormick, Donna L. "Neural Networks in Trading." In Virtual Trading, Jess Lederman and Robert Klein, Editors. Probus Publishing, 1995.
* Katz, Jeffrey Owen, and McCormick, Donna L. (1994). "Neural Networks: Some Advice to Beginners." Trader's Catalog and Resource Guide, Vol. II, No. 4, p. 36.
* Katz, Jeffrey Owen, and McCormick, Donna L. (July/August 1994). "Neurogenetics and Its Use in Trading System Development." NeuroVe$t Journal, pp. 8–11.
* Katz, Jeffrey Owen, and McCormick, Donna L. (March/April 1993). "Vendor's Forum: The Evolution of NTRAIN." PCAI, pp. 44–46.
* Katz, Jeffrey Owen, and Rohlf, F. James. Primary product functionplane: An oblique rotation to simple structure. Multivariate Behavioral Research, April 1975, Vol. 10, pp. 219–232.
* Katz, Jeffrey Owen, and Rohlf, F. James. Functionplane: A new approach to simple structure rotation. Psychometrika, March 1974, Vol. 39, No. 1, pp. 37–51.
* Katz, Jeffrey Owen, and Rohlf, F. James. Functionpoint cluster analysis. Systematic Zoology, September 1973, Vol. 22, No. 3, pp. 295–301.