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New to Quantitative Modeling (Looking for starting resources/suggestions)

6 messages · Harsh, Sarbo, msalese +2 more

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Hi R Finance Users,
At the outset, please pardon my vague query to this list.

I have a few years of experience in the Predictive Modeling space
having primarily worked in the Business applications industry (Market
Mix Modeling, Customer Profiling and the like).
I would like to get involved with quantitative modeling for equity and
derivatives (target market would be the National Stock Exchange (NSE)
in India)

Are there introductory resources that would allow me to get started in
a small way and work my way towards the more complex ideas ? I
primarily use R and what I want to do is to get familiar with the
jargon (betas, alphas and such) of quantitative modeling for the stock
market.
My intention is to model daily data and make predictions on which I
can trade for profit (but of course!).

If this question has been asked before, then I apologize for re-posting.

Looking forward to your response.
Regards,
Harsh Singhal
Bangalore, India
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Hi Sarbo,
Thank you for your prompt response. Really appreciate it.

I had earlier looked at Tsay's book on Financial Time Series Analysis
http://faculty.chicagobooth.edu/ruey.tsay/teaching/
but found it a bit heavy on math than I wanted at that time.

My very near-term requirement is to create simplistic models that
would allow me to generate buy/sell signals which I could leverage to
take a market position. I understand I cannot (and should not) be
asking for trading strategies but are there ways to develop some
'intuitions' that could allow me to hypothesize and test trading
strategies? Some mental navigational aides ?

Regards,
Harsh
On Tue, May 31, 2011 at 3:13 PM, Sarbo <cmdr_rogue at hotmail.com> wrote:
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May be this books can help you:

Statistics and Data Analysis for Financial Engineering (Springer Texts in
Statistics)
David Ruppert 

Option Pricing and Estimation of Financial Models with R 
Stefano M. Iacus

Financial Risk Forecasting: The Theory and Practice of Forecasting Market
Risk with Implementation in R and Matlab (The Wiley Finance Series) 
Jon Danielsson  

Time Series: Applications to Finance with R and S-Plus(R) (Wiley Series in
Probability and Statistics) 
Ngai Hang Chan 

All of that are with R code samples, but the last one teaches you how to
test a pair trading strategy (built with coitegration)

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I dont agree with Sarbo in saying Hull is any 'introductory book!' This book
is quite advanced and very thorough. However what I would say with that is,
the information flow in this book in really fantastic and the way of
explanation and lot of numerical examples make this book and advanced topics
very very readable.

Because it is very readable (at least compared to other related), many
people term it as Introductory!

Thanks, and regards,

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Hi Harsh,
On Tue, May 31, 2011 at 02:30:53PM +0530, Harsh wrote:
| Are there introductory resources that would allow me to get started in
| a small way and work my way towards the more complex ideas ? I
| primarily use R and what I want to do is to get familiar with the
| jargon (betas, alphas and such) of quantitative modeling for the stock
| market.
| My intention is to model daily data and make predictions on which I
| can trade for profit (but of course!).

In regards to getting acquainted with the jargon, I'd suggest taking a
look at online syllabi from various academic institutions as a starting
point. For example, NTU-SGX:

http://www.ntusgxcfe.ntu.edu.sg/images/Algorithmic%20Trading%20Course%20Module%201%20Brochure.pdf
http://www.ntusgxcfe.ntu.edu.sg/NTUSGXedm/may2011/Algorithmic%20Trading%20Course%20Module%202%20brochure.pdf

Assuming you'd want to follow a hands on approach to start with, you can
take a look at say Mebane Faber's Tactical Asset Allocation:
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=962461

There's a clear implementation of this strategy on Joshua's blog:
http://blog.fosstrading.com/2009/11/tactical-asset-allocation-using-blotter.html

And more generally, using R and quantmod/xts/PerformanceAnalytics:
http://blog.fosstrading.com/2011/03/how-to-backtest-strategy-in-r.html

Finally, NSE have wonderfully archived end of day data here:
http://www.nse-india.com/archives/archives.htm

best,
Kostas