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Introduction to Financial Investment

Hi, this is a holder page for the DeCal that Jack and I are co-hosting. For now, the syllabus is attached. In the future, the lecture powerpoints will be also attached.

Class Curriculum

We will cover two topics: financial investment, and the current economic downturn. The DeCal will ensure that students understand the different methods of investing during a bull market (e.g. 1992-1999) and a bear market (2007-2XXX).

Class Objectives

Students will:

  • learn how to invest in stocks, bonds, etc
  • receive experience by practicing using simulation programs
  • be able to execute orders and invest without a financial adviser
  • understand the fundamental ways of investing during regular as well as difficult times

Class Schedule

  1. Week 1: Stocks (1) – Introduction and Administrivia
  2. Week 2: Stocks (2) – Functions, politics, corporate news
  3. Week 3: Stocks (3) – Data analysis
  4. Week 4: Stocks (4) – ETFs, Options
  5. Week 5: Investment Psychology
  6. Week 6: Introduction to the Recent Crisis
  7. Week 7: Who's to Blame?
  8. Week 8: Continuing the Blame
  9. Week 9: Technical Analysis
  10. Week 10: Navigating the Bear Market & Bonds
  11. Week 11: Bonds and Currencies

Also, Prof. Arturo-Perez will run an additional discussion

Grading

  • 20% Attendance
    • One excused absence allowed
  • 20% Homework/Project
    • Weekly check-up on stock simulation project
    • Late homework lose 50%
  • 60% Quizzes, Paper, Final Exam
    • No unexcused make-up
    • Paper must be turned in to pass the course

Contact Info

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