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

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Question: What is the best way to make money on your investments?

Answer: There is no one single quick answer. That’s why you need Fusion Analysis.

One of the fastest-growing trends in investment today, fusion analysis combines the best of all possible strategies into one powerful, unified system. Based on the now-famous NYIF investment course taught by renowned portfolio manager V. John Palicka CFA CMT, this all-in-one guide shows you how to:

  • Manage fundamental trends like gold investing and small-cap investing
  • Master technical tools such as price forecasts and market data histories
  • Recognize behavioral patterns like fear, greed, impulse, and sentiment
  • Utilize quant systems to adapt, evolve, and balance your investments

Whether you’re a hedge fund manager, a portfolio professional, or an individual investor, you’ll find a complete range of techniques that can work together for you. By combining the very best of all investment approaches, Palicka’s integrated system provides the perfect fusion of theory and practice.

You’ll learn how to capitalize on the repeating nature of investment psychology—and avoid the emotional fallout that can rattle the market. You’ll learn how to strengthen and diversify your portfolio with strategic buys such as gold and other metals. You’ll learn how to identify future growth companies, evaluate real-estate opportunities, and evaluate your assets for the bigger picture. Once you fuse a strategy together, you can adjust your risks for the highest return possible.

In today’s market, you need more than one strategy to grow your investments. You need the full-range potential of Fusion Analysis.

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Product Details

  • ISBN-13: 9780071629386
  • Publisher: McGraw-Hill Professional Publishing
  • Publication date: 1/14/2012
  • Edition number: 1
  • Pages: 512
  • Product dimensions: 6.30 (w) x 9.10 (h) x 1.60 (d)

Meet the Author

V. John Palicka, CFA, CMT, has been researching and managing global, emerging, and US small-cap stocks for more than 30 years. He helped generate high alpha returns during his 11-year career as Chief Portfolio Manager of small- and mid-cap stocks at The Prudential Insurance Company, where he managed over $1.5 billion. He is currently President and Chief Portfolio Manager at Global Emerging Growth Capital (GEGC). Palicka has done extensive training for major asset management firms around the world. He has provided advice to country presidents, leading banking officials, and wealthy investors, and he has taught finance courses at Columbia Business School, Baruch, and New York University. He earned his MBA at Columbia University. Palicka lives in New York City with his wife and three children.

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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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