• Syllabus
• Computer Lab Schedule
• The Collective2
• OEW
• Research Reports
• SPX Chart (1-19-2010) - 1246.67
• FYI - Accountancy Models (Detailed Accounting Algebra - Not Required)
• File 1
• File 2
• Nice Short-term Economic Outlook Resource
• Business Cycle Indicators
• Sector Rotation and the Business Cycle
• NY Times - Business Cycle / Leading Indicators Graphic
• Establishing your Bloomberg Account
• Recent Changes to the Bloomberg Videos/Exams implemented mid-semester Fall 2009
• Bloomberg Certification Reference Files (Zipped file) - Older files
• Bloomberg Certification Reference Files (Zipped file) - Downloaded 9-2009
• End-of-Chapter Solutions (Zipped file)
• Example of a Student Managed Investment Fund (Requires free Adobe Acrobat Reader v9 or higher)
• UAB Investment Policy
• wg
• ew_zipped
• Corporate Governance Rating Website
• Chapter 2 HW (not to be turned in) Questions TBA /Problems TBA
• Chapter 3 HW (not to be turned in) Questions TBA  /Problems TBA
• Chapter 4 HW (not to be turned in) Questions TBA  /Problems TBA
• Chapter 5 HW (not to be turned in) Questions TBA  /Problems TBA
• Chapter 6 HW (not to be turned in) Questions TBA  /Problems TBA
• Exam 1 Details  -TBA - ScanTron required (bring a calculator)!
• Chapter 15 HW (not to be turned in) Questions TBA  /Problems TBA
• Chapter 16 HW (not to be turned in) Questions TBA  /Problems TBA
• Exam 2 Details  -TBA - ScanTron required (bring a calculator)!
• Bad ETF
• Sample Excel Dashboards
• Class on February 23 (Bring Handouts of each of the 3 following items for everyone in the class) - 1) Explore/Research Dashboards and present your suggestions to the group 2) Select 3-5 securities (ETF's) from your universe of securities and, as a minimum, plot historical data and the same data relative to a related data series (Feel free to use Bloomberg or a website to do the plotting for you - simply print the results) [This output is but one possibility for inclusion in the final dashboard version] and 3) Your selected Benchmark ETF's/Indicies for inclusion in the IPS [the portfolio weights will be determined later as the IPS near s completion]
• Interesting Video on Fibonacci Extensions (YouTube)
• Trading with the Trend (YouTube)
• Oscillators and
• FX Bootcamp's approximately 1,000 YouTube Videos (Sorted by Date)
• Fixed Income ETF's and more ...(Almost everyone can locate their respective benchmarks here, [no currencies/ commodities except gold])
• Portfolio Constructor with Efficient Frontier and Simulation (You do not need to be an "investment professional" to register to use this product.  I was able to easily register.  I was later denied access.)
• Sample "Golden Eagle Fund" Investment Strategy from Portfolio Constructor
• Excellent Site for Numerous Market Charts  ((OEW of various time scales)
• Someone from class left their textbook after the exam - It's in my office
• Tons of Indexes from StockCharts
• Note 3-Month Treasury Yields to understand why the Fed is considering raising rates on banks' excess reserves (The Fed's monetary actions lag T-bill Rates) - Enter Index Symbol $UST3M.
• Exam 1 Grades  (Everyone still has the opportunity for an "A"  course grade)
• Watch this Video (You must supply your e-mail address to view it.)  Why might this portfolio's performance not be as good as presented for the "backtested" historical period? Plus, I'll show you their likely trading technique. 
• Sovereign Risk List(By the way, China dumped $30+ billion in U.S. Treasuries and Japan is now the largest foreign holder of U.S. Debt.)
• Scanning the market for high probability trade setups (YouTube)
• SP500 Sector Forecast
• Deliverables for April 1, 2010
• 1) IPS (Final Draft)
• 2) Portfolio Benchmark (w/asset weights and ranges on weights)
• 3) Suggested initial investments w/documentation for portfolio inclusion (This forms the basis for class discussions - each student will present)
• 4) Agreement on style of Dashboard(s) selected for class discussion
• 5) Economic Forecast
• 6) Performance analysis reports in Excel (Betty)
• Insiide.com Summary Report
• U.S. Debt Downgrade?
• Foreclosures

• §  Analysis: U.K. is struggling with a deficit worse than Greece's
  Britain appears to be staggering under the weight of a budget deficit more serious than the one that pushed Greece to the verge of default. This year, the U.K.'s budget deficit is expected to be 12.9% of gross domestic product, economists warned. "The country that was once referred to as 'Cool Britannia' is in a serious crisis, with a hole in its budget even bigger than Greece's budget deficit," according to Der Spiegel. "And nobody knows how to fix the problem." Der Spiegel (Germany) (English online version) (17 Mar.) , IFAOnline.co.uk (17 Mar.) , New Statesman (London) (17 Mar.)

• Warren Buffet has better credit than the U.S. Government

• Syllabus Correction/Change - Take-Home exam 2 is due and the class presentations are due the last day of regular class (May 6th).  If there is a need to present your portfolio and IPS to the USM Foundation, hopefully it will be prior to this date.

• Dynamic Yield Curve 1
• Dynamic Yield Curve 2
• EGN 10-K  Pension Example
• Active Return and Tracking Error
• Equity Style Analysis using Constrained Regression

All items above are now received.  A 10% deduction was assessed on the two late wavegen reports (in addition to any other possible point deductions) to be fair to those who submitted by the assigned due date.   Receipt of the three asterisked items avoided "Incomplete" grade assignments since no specific point values were assigned to them.

• Final Grades (NON-NEGOTIABLE)