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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: shades who wrote (67938)	8/22/2005 11:57:46 AM
From: Moominoid	Read Replies (1) \| Respond to of 74559

I absolutely agree on comparative advantage. That's why I don't try to pick stocks on fundamentals and farm that mostly to pros as mutual funds and closed end funds and focus on time series analysis and macro. For example, this project I'm working on now. I just have all the data together and plot emissions and energy use in the three NAFTA countries, per capita and per dollar of GDP and see what patterns there. This is so basic, And NOBODY has done that before. Or not published it anyway. A lot can be learned by just looking at something that simple. Next I put a battery of the most sophisticated time series tools onto it to see which patterns are significant etc. But they are all simple things really that run nice and quick on my Mac. So I have a comparative advantage in finding simple things computationally in economics and time series that haven't been done.