by Daniel Shvartsman
One spectrum for investment analysis is top down vs. bottom up. Another is technical analysis vs. fundamental. Existing somewhat perpendicular to these two axes is the analysis of quantitative behavior in the market. In this case, I'm speaking about central bank behavior. For this week's Market Guide, I emailed with Robert P. Balan of Predictive Analytic Models. He writes a lot about systemic liquidity, and as the market continues to chop for direction, it may provide a helpful lens for the market.