Analyst Secrets

Before we start! A short note explaining my teaching style and what to expect with Analyst Secrets

L1 - Ethical and Professional Standards

1. The key to unlocking hypothesis testing: Std dev, intervals, z scores, the normal dist. and skew

2. From Cheby to the normal distribution - our journey to HT continues

3. What really is the difference between the normal, student and lognormal distributions?

4. The Central Limit Theorem is vital! And what on earth is a Standard Error?

5. Ho vs Ha? Type 1 vs 2 errors? Which test to use when? Z, T, DIM, PC, Chi squared or F tests?

6. Hypothesis Testing - putting all the pieces together and doing a test!

L1 Eco 1. We need a plan to deal with the incredible volume in Econ - here it is...

L1 Eco 2. The Great Depression! Connecting GDP and Unemployment to Supply and Demand

L1 Eco 3. The BIG story connecting the BIG 5 - Monetary and Fiscal Policy, GDP, Inflation and Unemployment

L1 Eco 4. Hate currencies? A note on FX, cross rates and pricing Forward Contracts

L1 Eco 5. A great summary of Perfect and Monopolistic Competition, Oligopolies and Monopolies and understanding Economic Profit looking at MR/MC/ATC and other curves

L1 - FRA1: The Balance Sheet Framework (memorise this framework)

L1 - FRA2: The Cash Flow Statement (Memorise this framework)

L1 - FRA3: The Income Statement (Memorise this framework)

L1 FRA 4: The Great Foreshadowing as to what's coming!

L1 - FRA 5: What is OCI and understanding the classification of marketable securities Held to Maturity (HTM), Available for Sale (A4S) and Trading

L1 - FRA 6: Inventories (Lo-Lo-LIFO vs Hi-Hi-FIFO vs AVCO and Period vs Perpetual Systems) under USGAAP and IFRS

L1 - FRA 7: Depreciation, Amortisation and Impairment - what's the difference?!

L1 - FRA 8: Basic & Diluted EPS and calculating WANCS

L1 - FRA 9: Bond and Bond accounting plus some essential calculator skills

L1 - FRA 10: Solving for CFO with the "Indirect Method" and then solving for FCFF and FCFE

L1 - FRA 11: Deferred tax and how to calculate dta's,dtl's and tax bases

L1 - CF - 1. WACC? WACK? WAK? Understanding this incredibly important formula

L1 - Equity - 1. Building the Equity formula flow part 1

L1 - Equity - 1. Building the Equity formula flow part 2

L1 FI 1. Fixed Income foreshadowing

L1 FI 2. Fixed Income Coupon vs Yield, Discount vs Premium vs Par Bonds

L1 FI 3. The Inverse Price-Yield relationship and explaining convexity

L1 FI 4. Why understanding Macaulay Duration, price risk and reinvestment risk comes from understanding playground seesaws!

L1 FI 5. Three ways to understand Modified Duration; from Macaulay, from the math, from the price yield curve

L1 FI 6. Effective duration and the yield curve and do you know the difference between a spot rate and the YTM?

L1 FI 7. Spots vs Forward Rates: the LEGO block method

L1 FI 8. Callable, putable, convertable, Capped or Floored? OAS and Z spreads and the 3 L's! Not to mention negative convexities

L1 Deriv 1. Derivatives - the basics of pricing and valuation

L1 Deriv 2. What's the difference between Forwards, Futures and Swaps?

L1 Deriv 3. Long Calls vs. Short puts - know the difference!

L1 Deriv 4. Understanding the Greeks! What impacts option pricing and why.

L1 Deriv 5. A super easy way to memorise Put-Call Parity

1. Understand the evolution and differences from Markowitz to CAPM, CML vs CAL, Sharpe/Roy/Treynor/Beta

L2 - Introduction 1: Before we start level II, some things you should know and do

L2 - Quants 1: Introduction - have no fear!

L2 - Quants 2: Building an ANOVA table from scratch - prepare for a ton of acronyms, but it's easier than you think!

L2 - Quants 3: From ANOVA to Confidence Intervals and several hypothesis tests

L2 - Quants 4: Why HAM is bad for regression. Identifying violations to assumptions regarding multiple regression.

L2 - Economics 1: Triangular Currency Arbitrage, Cross rates and the very easy LADDER method

L2 - Economics 2: Pricing and valuing FX forwards and the relationships with CIRP, UIRP, PPP and International Fisher

L2 - FRA: Pension Accounting

L2 - FRA 1: The All Current Translation Method

L2 - FRA 2: The Temporal Translation Method

L2 - Equity 1: Introduction

L2 - Equity 2: Vital Formulas and a way to memorise them

L2 - Derivatives 1: How to price and value forwards on shares and bonds, easily.

L2 Derivatives 2: Pricing and Valuing FRA's - the relationship between spot and forward rates. Also useful for your fixed income readings