Introduction
Capital markets and investment decisions
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Disclaimer
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1. Capital Markets Basics
Risk and return in the stock market
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Major US markets
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The shrinking stock market
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International markets
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Regulation and the capital markets
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2. Stock Markets
What are stocks?
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Investing in stocks
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Stock market operations
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Setting up stock market accounts
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The bid-ask spread
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Buying and selling in the stock markets
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Shorting and going long
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Stock market indices
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Stocks, ETFs, and mutual funds
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Basics of stock valuation
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Earnings reports and major stock events
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Returns in the stock market
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Risk in the stock market
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Value and growth stocks
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Call options and stocks
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Put options and stocks
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3. Bond Markets
Bond market basics
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Investing in bonds
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Bond valuation in Excel
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Bond yields in Excel
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Three important relationships in bonds
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Returns on corporate bonds
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Treasury bond markets
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Treasury auctions
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Municipal bond markets
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Municipal bonds and the tax exemption
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Bond ratings and municipal bonds
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Trading in municipal bonds
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4. Other Capital Markets
FX markets basics
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Buying and selling in FX
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FX arbitrage
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Commodity markets basics
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Buying and selling in commodities
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Commodities and contango
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Ex_Files_Understanding_Capital_Markets.zip
(78 KB)
Glossary_Understanding_Capital_Markets.zip
(100 KB)