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Book Preview – Chapter 8

| | Posted in: Big Ideas

Here is this Friday’s installment of Avoiding Investment Strategy Flame-outs, a short book we are previewing for subscribers. Chapter previews will continue for one more Friday.

Chapter 8: “Two Analysis Regimes”

“This chapter steps through two analysis regimes via examples to illustrate avoidance and mitigation of the issues covered in Chapters 1 through 6. The first example involves a widely used technical indicator, the 10-month simple moving average, but with an investigation of whether there is more information in the average than conventionally extracted. The second example constructs in detail a portfolio-level view of a short-term trading strategy offered in the quasi-advisory (“educational”) marketplace. The purpose of the examples is to illustrate different ways that most investors can use to analyze investment strategies.

“The analysis tool is Microsoft Excel. Some or all of the steps in the examples may be useful in analyzing other potentially useful asset return indicators.”

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