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

Hardcover (Print)
Buy New
Buy New from BN.com
$58.73
Used and New from Other Sellers
Used and New from Other Sellers
from $53.75
Usually ships in 1-2 business days
(Save 36%)
Other sellers (Hardcover)
  • All (9) from $53.75   
  • New (6) from $53.75   
  • Used (3) from $58.72   

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.

Read More Show Less

Product Details

  • ISBN-13: 9780071629386
  • Publisher: McGraw-Hill Professional Publishing
  • Publication date: 1/14/2012
  • Edition number: 1
  • Pages: 512
  • Sales rank: 1,029,204
  • 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.

Read More Show Less

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.

Read More Show Less

Customer Reviews

Be the first to write a review
( 0 )
Rating Distribution

5 Star

(0)

4 Star

(0)

3 Star

(0)

2 Star

(0)

1 Star

(0)

Your Rating:

Your Name: Create a Pen Name or

Barnes & Noble.com Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & Noble.com that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & Noble.com does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at BN.com or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation

Reminder:

  • - By submitting a review, you grant to Barnes & Noble.com and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Noble.com Terms of Use.
  • - Barnes & Noble.com reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & Noble.com also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on BN.com. It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

 
Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously

    If you find inappropriate content, please report it to Barnes & Noble
    Why is this product inappropriate?
    Comments (optional)