Fusion Analysis: Merging Fundamental and Technical Analysis for Risk-Adjusted Excess Returns / Edition 1

Fusion Analysis: Merging Fundamental and Technical Analysis for Risk-Adjusted Excess Returns / Edition 1

by V. John Palicka CFA CMT
     
 

Based on one of the most popular courses at the New York Institute of Finance, this groundbreaking guide to the hottest trend in investing—fusion analysis—is like a master class in seeking alpha for every level of investor.

V. John Palicka CFA CMT combines the four greatest investment forces—fundamental, technical, behavioral, and quantitative

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Overview

Based on one of the most popular courses at the New York Institute of Finance, this groundbreaking guide to the hottest trend in investing—fusion analysis—is like a master class in seeking alpha for every level of investor.

V. John Palicka CFA CMT combines the four greatest investment forces—fundamental, technical, behavioral, and quantitative analysis—into one unified investment plan, so you can:

  • Anticipate and adapt to market trends using more than one method
  • Generate investment alphas
  • Create your own system based on the best of all strategies
  • Learn the answer to the “new normal” that’s plaguing the world economies and grow your wealth

In addition, this comprehensive guide offers a crash course in a wide range of subjects, including quant systems, valuation, derivatives, and the Elliott Wave Principle. It’s everything you need to know about investing for your future—all fused into one powerful package.

Fusion Analysis is your answer to a world of increasing market volatility, dwindling absolute returns, and more managers failing to provide risk-adjusted excess returns.

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Product Details

ISBN-13:
9780071629386
Publisher:
McGraw-Hill Professional Publishing
Publication date:
01/14/2012
Pages:
512
Sales rank:
521,836
Product dimensions:
6.30(w) x 9.10(h) x 1.60(d)

Table of Contents

Part OneChapter 1. Market return/risk characteristicswithin the context of the Efficient Market Hypothesis; Chapter 2. CAPM assumptions and scenario analysis biases; Chapter 3. Major market valuation models willbe compared to major technical models in terms of buy/sell points; Chapter 4. Value and Growth valuation theories; Chapter 5. Behavioral finance and psychological considerations; Chapter 6. Fama fundamental investment concepts; Chapter 7. Fed Model; T Rowe Price indicator for small-cap stocks; Chapter 8. The valuation models will be discussed with such technical concepts as Dow Theory, Head and Shoulders, moving averages, volume confirmations, MACD, money flows and sentiment; Chapter 9. Pairs Trading and Fusion; Chapter 10. Derivative strategies and spread trading; Chapter 11. Market Neutral strategies; Chapter 12. Trading with algorithms and behavioral issues; Part Two; Chapter 13. Bottoms up stock picking valuation models; Chapter 14. Fundamental models of Gordon Growth, PEG, discounted cash flows and translations to traditional valuation techniques; Chapter 15. Bubble Theories; Chapter 16. Real Estate Applications For Lenders, Investors, Appraisers, Flippers, Owners; Chapter 17. Opportunistic trading with climaxes,SUE and event anticipations; Chapter 18. Currency and commodity speculation; Chapter 19. Events in fundamentals will be combined with opportunistic trades from technical inputs; Chapter 20. GAAP vs. non-GAAP vs. normalized non-GAAP; Chapter 21. Cash Flows: GAAP, Free, Economic, Fusion; Chapter 22. These inputs will include: technical trading signals - triangles, rectangles, bottoms/tops, climax, trend/speediness, gaps, retracements, saucers, MACD, Bollinger, stochastics & RSI; Chapter 23. Inter-market analysis in terms of hedges, spreads, derivatives; Chapter 24. Cycles and unique technical approaches, such as Elliott Wave, Point and Figure, Japanese Candlesticks; Chapter 25. Quant analysis with Artificial Intelligence and Behavioral issues; Chapter 26. Exotic screen considerations; Chapter 27. Future Trends: Surrogate Mothers and Surrogate Investing; Genetic Investing, Predictive Analytical Investing; Part Three; Chapter 28. Creating various screening criteriathat complement an investment objective Project #:539117, Fusion Analysis; Chapter 29. Determining and obtaining sourcesfor screens; Chapter 30. Assigning appropriate factors andweights; Chapter 31. Trading techniques; Chapter 32. Generating a target list of stocks thatcan be bought or shorted; Chapter 33. Establishing price targets forshort-term traders and longer-term investors; Chapter 34. Exploring arbitrage opportunities andsome major hedge fund strategies; Chapter 35. Incorporating derivative strategies; Chapter 36. Workshop of exchanging investmentideas and approaches

John Palicka has over 25 years of experience in researching and managing money in global, emerging, and US small-cap stocks. He is currently in his 17th year as President and Chief Portfolio Manager at Global Emerging Growth Capital (GEGC). He is at present, a member of the Financial Analysts and Money Managers of New York, an Adjunct Assistant Professor at New York University, and an Adjunct at Baruch College teaching Portfolio Theory and Investments. He also teaches the CFA program, CMT Technical Analysis, and several finance courses, such as, portfolio theory, investments, and corporate finance at NYIF. Mr. Palicka has been quoted in business periodicals such as BusinessWeek, Emerging Markets, Equity magazine, and the Wall Street Journal and has been interviewed on CNBC.

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