In Fusion Analysis, 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.
Author’s Note:
This book describes the blending of major investment disciplines into one. This approach is not commonly used in mainstream investing, but, in my opinion, it can offer advantages to investors that each discipline on its own cannot. The investment discipline includes the proprietary blending of fundamental, technical, and behavioral disciplines into a quant model. I call this investment process Fusion analysis (not to be confused with other uses of the word “fusion” that permeate the world today in areas such as making lipstick, cars, and cuisines). The Fusion blending is both exciting and challenging, as it covers uncharted territory.
When some investors say they find it hard to justify using technicals with fundamentals, one can only be amused. Some fundamental strategies already incorporate technicals, behavioral, and quant through the back door. For example, a value low P/E strategy already has a quant criteria. The low P/E could be low because investors are already cautious of the fundamental outlook and their pessimism means they will not bid up the price. And high P/E could be the opposite, as great expectations and bullishness mean that they may be willing to bid up the prices beyond the true fundamental requirements.
Some investors then claim, “We tried fundamentals and we tried technicals and putting them together, they don’t work. We’ll just stick with fundamentals.” Such a statement is akin to a football coach saying, “I tried offense and I tried defense, but putting them together they don’t work. So I will only do offense.” Most likely the blending of analyses didn’t work for these investors because, at times, technicals and fundamentals will contradict each other. When the fundamental news is bad, the technicals may be very good. Investors therefore need to know how to blend these analyses, and for this reason, I use quant. Think of it this way: If you have a button and fabric, they will not magically be joined together. You’ll need the thread to sew the button to the fabric. Consider that thread the quant portion of the Fusion process.
Contents:
Fusion Analysis: Merging Fundamental and Technical Analysis for Risk-Adjusted Excess Returns By V. John Palicka pdf
Haven Rose (verified owner) –
Markets have evolved in recent years and become more volatile due to global economic and geo political issues and established market theories are thus being challenged. Whilst there are many investment styles that one can consider for investing in today’s financial markets, no single method can be relied upon to give an absolute approach.
Fusion Analysis does just that. By considering different investment styles (fundament, technical, behavioural & quantitative analysis) Fusion offers modern investors an opportunity to cover all bases by blending these into a single investment approach and weighting to suit individual criteria.
Not only do have the book, I have also met the Author and attended his training seminars on Fusion Analysis. I found his course to be most refreshing in its content and explanation and his message to be delivered with passion and belief. His methods are tried and tested and his track record speaks for itself.
By exploring how individual investment approaches can successfully be blended into a personal formula to deliver risk-adjusted excess returns is not a new style of investing, its a complete style of investing. For the modern investor, Fusion fits all.
Highly recommended…
Jett Cortez (verified owner) –
the idea is great and the title compelling but it fell a little flat for me. would like to see a deeper look into the core idea.
Persephone McCoy (verified owner) –
By combining technical and fundamental analysis this approach brought the certainty that both are complementary to each, instead of oposite.
Hayden Garrison (verified owner) –
First, let us be kind with this book which compiles the experience and market savvy of someone with a long career as an analyst.The author is literate and demonstrates multifaceted market knowledge and deserves credit for it. This makes it a good book for beginners.
The drawback is that almost every topic of interest is just lightly touched upon, to the pint of being largely useless for advanced practitioners. Experienced investors are likely to feel at a loss with such meager content. Readers looking for deeper insights into topics such as valuations, market sentiment, quantitative investing, technical analysis or cycles should turn to more advanced works such as Kirkpatrick / Dahlquist for technical analysis or A Jubilee on Wall Street by David Barker for cycles analysis.
Rafael Howe (verified owner) –
I have been investing for over fifteen years, with a background in economics. I have read over 100 books related to investing and regularly read reports issued by top brokerage firms. Many authors of other books talk about investing but have never managed money or “outperformed” the market over long periods of times. That is why the book “Fusion Analysis” is a true gem, a book written by an author that has the requisite background and experience to describe “how” portfolios are actually managed on Wall Street. The author has been very successful as a small cap portfolio manager, and has proven himself over long time periods. I have heard many investors say they are value investors, or they are long-term investors. But the real secret is that all the best fundamental investors use a combination of fundamental, technical and sentiment analysis to achieve excellent long term results.
I think the author of Fusion Analysis did an excellent job discussing the theory behind each method of investing and showing the practical application of all three methods into a unified and coherent system. This book sheds light on what really is happening in Wall Street and why most active fund managers fail to beat the benchmark. By utilizing Fusion Investing, I believe readers will invest more effectively and hopefully have some more tools that can help them avoid the most serious market corrections such as 08-09. This book will benefit both professional asset managers and individual investors, although the book will challenge individual investors to learn in-depth knowledge about investing – which I recommend everybody to do. We work so hard to be successful in our jobs and fields, we should apply the same work ethic to protect and grow our savings.
This books is very practical and one that I recommend wholeheartedly!!!!