Course lectures: 1. An introduction to big picture investing 2. The three golden rules and four stages of big picture investing 3. How the corporate earnings news and "exogenous shocks" move the markets 4. How fiscal and monetary policy move the markets 5. How the macroeconomic calendar moves the market
6. How stock prices move over the course of the business and stock market cycles and the patterns of sector rotation 7. The interest rate cycle and yield curve leading indicators of stock price movements 8. How- and how not!- to find winning stocks 9. How to properly screen your stock market picks using both fundamental and technical analysis
10. Managing your portfolio and its many risks
11. Managing your money: the key to long term investing
12. How to buy and sell your stocks efficiently: the art of trade execution
13. How to manage your portfolio over the Internet
14. A day in the life of a big picture investor.
