Course Content Page
Lecture slides used in Fall 2013
Lecture 5a Stock Investing (this includes multiple example files at the end which were not shown in the lecture)
Lecture 5b Stock Investing Part 2 (this material is not given in class and will not be on the exam - it is background for the stock screening homework)
Video: Lecture 5b Stock Investing Part 2 (same lecture as above posted as an online video with commentary)
Optional Video: Lecture 9b The Aruba Options Model
Video: The Twitter IPO
Primary reading, audio, and video material for Fall 2013
Note: These chapters, audio and video and video material will appear as they become available, usually a few days before the module begins. These are also linked from the course calendar in the individual modules used in the class.
Chapter 1 Introduction to the World of Stocks
Video: The Failure of the Facebook IPO
Chapter 2 Types of Stock Orders
Chapter 3 A Supply and Demand Model for Stocks
Chapter 4 A History of Stock Market Performance
Chapter 5 Mutual Funds
Chapter 6 Exchange Traded Products (ETPs)
Chapter 7 Put and Call Options
Chapter 8 The Market for U.S. Treasury Securities
Chapter 10 Futures Contracts [Note: This was revised to include the new Appendix on November 25, 2013. This is the complete chapter, with appendix].
Retirement Accounts (a cryptic, important description of retirement account options like 401-Ks and IRAs).
Video: Retirement Accounts (meant to accompany the Retirement Accounts document, to motivate it and explain its importance - watch either before or after reading it).
Chapter 10 Appendix [Note: This is the appendix to the Futures chapter that ties futures contracts to ETNs that was completed on November 25. This is provided in cash you have already read or printed the original body of Chapter 10. The Chapter 10 posted above as of November 25 now includes this appendix].
Guidance questions for The Lost Bank [Read these questions and be prepared to answer them for the final exam].
Chapter 11 Introduction to Real Estate
Mortgage and Minimum Payment Calculation Model [optional - Zip file with Excel workbook enclosed - offered as a useful tool]
Because alumni and others come back to this page for reference sources, at least one lecture and chapter on every subject from classes during the previous year is maintained on this page. As a new lecture and chapter are introduced, they appear above and older lecture and chapter in this archival section disappears. The lectures and chapters are dynamic - they are updated just a few weeks or days before they are delivered. Here is the material from last year.
Lecture slides used in Fall 2012
Primary reading and related assignments for Fall 2012
[None - all are now in 2013]