Blog Archives

Opinions Not Backed by Money Updated Again

March 15, 2012
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Opinions Not Backed by Money Updated Again

Strange that I am updating this post for a third time and nothing really has changed, but the fact that nothing has changed is incredibly interesting to me.  Since it is an update, I will not duplicate the explanation, so please read the last vers...

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Japan Trade More Specifically with Korea

March 13, 2012
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Japan Trade More Specifically with Korea

Macro analysis of Japanese trade in posts Japanese Trade and the Yen and Japan Trade by Geographic Region revealed some very interesting changes.  Since the Korean Won is so undervalued versus the Japanese Yen on a Purchasing Power Parity (PPP) ba...

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Japan Trade by Geographic Region

March 12, 2012
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Japan Trade by Geographic Region

To further the analysis presented in Japanese Trade and the Yen, I thought I would take the more granular data provided by the Japanese Ministry of Finance on trade by geographic region.  Of course, I will use R to read, analyze, and plot the .csv...

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Japanese Trade and the Yen

March 7, 2012
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Japanese Trade and the Yen

I have had the pleasure over the last couple of weeks to help plan the CFA Society of Alabama 2012 Dinner featuring Jim Rogers and Barron’s Senior Editor Jack Willoughby.  The event was fantastic, and I would like to publicly thank Jim Rogers an...

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Simplified Example of Systematic Investor’s Fine Work

February 10, 2012
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Simplified Example of Systematic Investor’s Fine Work

THIS IS ONLY AN EXAMPLE AND IS NOT INVESTMENT ADVICE. ACTING ON THIS WILL LOSE LOTS OF MONEY. Systematic Investor Blog (be sure to check out the site) offers extremely good examples of how to use R in finance.  Since I firmly believe more examples...

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More Beautiful Growth of $1 Chart

February 6, 2012
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More Beautiful Growth of $1 Chart

With all my recent focus on reporting and visualization, you might think that I have the investments all figured out.  Unfortunately, that is not the case, and I will resume more standard investment and systems posts soon.  I did want to shar...

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All I Don’t Know About Surveys

January 26, 2012
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All I Don’t Know About Surveys

I believe my survey experiment Survey Time illustrated later in this post and in Google’s Visualization of Survey Responses mainly pointed out how ignorant I am about the very complicated science of surveying from building the survey to the visualiza...

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Look Over My Shoulder with Hangout?

January 18, 2012
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Look Over My Shoulder with Hangout?

Inspired by the post More Office Hours in 2012 and the survey results, I thought I would offer office hours while blogging/playing in R.  If anyone is interested, please send me an email at kent.russell at timelyportfolio.com, or just look for me ...

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Foreign Currencies and US 10y Treasury Yields

January 17, 2012
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Foreign Currencies and US 10y Treasury Yields

Since I explored the relationship between the Japanese Yen and the US 10y Treasury Yield on Friday, I thought it might be worthwhile to extend the exploration to a much broader range of currencies. I personally am most interested on how Asian Central B...

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Are We Japanese?

January 13, 2012
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Are We Japanese?

Most of the discussion trying to determine if the U.S. is Japan 20 years later focuses on the economy and the stock market.  However, one of the biggest and most persistent correlations between Japan and the U.S. are the Japanese Yen and the U.S. ...

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