I have had a lot of fun blogging at Timely Portfolio over the last 7 months. Here are all the graphs that I have shown. Thanks especially to R.
Monthly Archives: June 2011
Monitoring Sources of Bond Returns with ML/BAC Corporate OAS and CPI
In response to the nice comment requesting an update to Monitoring Sources of Bond Return and also longer history, I thought I would update the original and then rerun with CPI to give a longer time series. For even longer history back to 1919, s...
rbold: An R Interface for Bold Systems barcode repository
Have you ever wanted to search and fetch barcode data from Bold Systems?I am developing functions to interface with Bold from R. I just started, but hopefully folks will find it useful.The code is at Github here. The two functions are still very buggy,...
Topic Modeling the Sarah Palin Emails
tl;dr Browse through Sarah Palin’s emails, automagically organized by topic, here. LDA-based Email Browser Earlier this month, several thousand emails from Sarah Palin’s time as governor of Alaska were released. The emails weren’t organized in any fashion, though, so to make them easier to browse, I did some topic modeling (in particular, using latent Dirichlet 
density()
Following my earlier posts on the revision of Lack of confidence, here is an interesting outcome from the derivation of the exact marginal likelihood in the Laplace case. Computing the posterior probability of a normal model versus a Laplace model in the normal (gold) and the Laplace (chocolate) settings leads to the above histogram(s), which 
Benchmarking R, Revolution R, and HyperThreading for data mining
Usually data mining benchmarks measure lift, precision, etc., but wasting analyst time hurts the ROI of any project. I recently upgraded my notebook (where I often use R for data mining) and was faced with two questions: for the fastest … Continue reading →
RghcnV3 version 1.1
I’ve just uploaded version 1.1 of the package RghcnV3 to Cran. I’ve made a few changes that should make it easier for some folks to use. First I removed the requirement for rgdal. At the present time “rgdal” is not required. On the MAC installing it can be a little trouble, but if you RTFM 
Bonds Risk and Return by Rating
As an extension to the Bond Market as a Casino Game series and Historical Sources of Bond Returns-Comparison of Daily to Monthly, I thought a ggplot of risk and return by decade and Moody’s Rating might be helpful. Anyone who has read those oth...
New cloudnumbers.com release
We are very proud to announce our cloudnumbers.com release number 5! In the last days we rolled out several releases and bug fixes. Cloudnumbers.com now supports many more features and has an optimized startup process. This is a list of our main and very important new features: Bioconductor packages for the R application can be
The R Programming Wikibook
Visit “The R Programming wikibook” to extend your knowledge about R and to get a lot of introductions how to use it. If you are an R expert and wish to contribute your knowledge and editing skills to the project, then you can learn how to write in wiki-markup and how to edit a wikibook.
Zero Inflated Models and Generalized Linear Mixed Models with R.
Zuur, Saveliev, Ieno (2012).
