The whole library, and how it connects
Four groups, in reading order. Each dot is a topic, sized by how many lessons it holds. When a topic needs an idea another one owns it links across rather than repeating it — tap any topic to see those hand-offs.
33 topics · 415 lessons · 44 hand-offs
IFoundations & personal finance
5 topics · 56 lessons
- Reads into Banking, cash and savings instrumentsTopic 3 · where cash lives first
- Reads into Financial markets: how they workTopic 6 · how stock markets work
- Reads into Macroeconomics for investorsTopic 8 · inflation and purchasing power
- Reads into Investment theory and riskTopic 22 · risk and return
- Arrives from Macroeconomics for investorsTopic 8 · purchasing power feeds CPI
- Arrives from Investment theory and riskTopic 22 · risk and return, formalised
No hand-offs recorded yet — this topic stands on its own for now.
Open topic 2Personal financeNo hand-offs recorded yet — this topic stands on its own for now.
Open topic 4Retirement and long-term planningNo hand-offs recorded yet — this topic stands on its own for now.
Open topic 5Insurance and protection
IIMarkets, participants and events
8 topics · 102 lessons
- Reads into Market participants: the actorsTopic 7 · the actors behind the mechanisms
- Reads into Corporate actions and market eventsTopic 11 · primary and secondary machinery
- Reads into Market data literacyTopic 13 · order-book mechanics
- Arrives from Investing fundamentalsTopic 1 · how stock markets work
- Arrives from Market data literacyTopic 13 · order-book data
- Arrives from Equities: the first instrumentTopic 14 · venue and disclosure
- Reads into Macroeconomics for investorsTopic 8 · the macro variables behind the institutions
- Reads into Microeconomics for investorsTopic 9 · incentive mapping, generalised
- Reads into Corporate actions and market eventsTopic 11 · banks and clearing
- Arrives from Financial markets: how they workTopic 6 · the actors behind the mechanisms
- Reads into Investing fundamentalsTopic 1 · purchasing power feeds CPI
- Reads into Microeconomics for investorsTopic 9 · from the weather to the terrain
- Reads into Market history and great crisesTopic 12 · recessions and QE
- Reads into Foreign exchange: the price of one money in anotherTopic 18 · currency strength
- Arrives from Investing fundamentalsTopic 1 · inflation and purchasing power
- Arrives from Market participants: the actorsTopic 7 · the macro variables behind the institutions
- Reads into Market history and great crisesTopic 12 · the episodes the ideas explain
- Reads into Behavioural finance and investor psychologyTopic 32 · the behavioural door
- Arrives from Microeconomics for investorsTopic 9 · the ideas behind the frameworks
- Reads into Market history and great crisesTopic 12 · the squeeze mechanism
- Reads into Market data literacyTopic 13 · corporate actions as price-series events
- Reads into Equities: the first instrumentTopic 14 · dividends as a shareholder right
- Reads into Accounting for investorsTopic 23 · dilution and buybacks
- Arrives from Financial markets: how they workTopic 6 · primary and secondary machinery
- Arrives from Market participants: the actorsTopic 7 · banks and clearing
- Reads into Market data literacyTopic 13 · long-run data and drawdowns
- Arrives from Macroeconomics for investorsTopic 8 · recessions and QE
- Arrives from Economic history and schools of thoughtTopic 10 · the episodes the ideas explain
- Arrives from Corporate actions and market eventsTopic 11 · the squeeze mechanism
- Reads into Financial markets: how they workTopic 6 · order-book data
- Reads into Equities: the first instrumentTopic 14 · float and index inclusion
- Reads into Funds and ETFs: owning through a wrapperTopic 16 · index construction
- Reads into Investment theory and riskTopic 22 · survivorship bias in data
- Arrives from Financial markets: how they workTopic 6 · order-book mechanics
- Arrives from Corporate actions and market eventsTopic 11 · corporate actions as price-series events
- Arrives from Market history and great crisesTopic 12 · long-run data and drawdowns
IIIAsset classes and instruments
8 topics · 112 lessons
- Reads into Financial markets: how they workTopic 6 · venue and disclosure
- Reads into Bonds and fixed income: lending, pricedTopic 15 · the fixed-income framework preferred shares need
- Reads into Funds and ETFs: owning through a wrapperTopic 16 · owning equities through a wrapper
- Reads into Accounting for investorsTopic 23 · what a share claims
- Arrives from Corporate actions and market eventsTopic 11 · dividends as a shareholder right
- Arrives from Market data literacyTopic 13 · float and index inclusion
- Reads into Funds and ETFs: owning through a wrapperTopic 16 · bond funds and ETFs
- Arrives from Banking, cash and savings instrumentsTopic 3 · Treasury bills
- Arrives from Equities: the first instrumentTopic 14 · the fixed-income framework preferred shares need
- Reads into Options and derivatives: contracts on other thingsTopic 17 · short selling, swaps, futures roll
- Arrives from Market data literacyTopic 13 · index construction
- Arrives from Equities: the first instrumentTopic 14 · owning equities through a wrapper
- Arrives from Bonds and fixed income: lending, pricedTopic 15 · bond funds and ETFs
- Reads into Foreign exchange: the price of one money in anotherTopic 18 · FX forwards applied
- Reads into Crypto and digital assets: technology, asset and industryTopic 19 · crypto derivatives
- Reads into Commodities and real assets: things you can touchTopic 20 · commodity context
- Arrives from Funds and ETFs: owning through a wrapperTopic 16 · short selling, swaps, futures roll
- Reads into Crypto and digital assets: technology, asset and industryTopic 19 · stablecoins and crypto pairs
- Arrives from Macroeconomics for investorsTopic 8 · currency strength
- Arrives from Options and derivatives: contracts on other thingsTopic 17 · FX forwards applied
No hand-offs recorded yet — this topic stands on its own for now.
Open topic 21Alternative investments: everything else, and what it costs
IVDoing the work
12 topics · 145 lessons
- Reads into Investing fundamentalsTopic 1 · risk and return, formalised
- Reads into Reading financial statements, line by lineTopic 24 · the statements the theory is tested on
- Reads into Types of analysisTopic 25 · analysis built on the spine
- Reads into Portfolio and risk managementTopic 31 · risk, measured
- Arrives from Investing fundamentalsTopic 1 · risk and return
- Arrives from Market data literacyTopic 13 · survivorship bias in data
- Reads into Reading financial statements, line by lineTopic 24 · line by line
- Reads into Types of analysisTopic 25 · ratios and valuation
- Reads into Inside the company: corporate finance and governanceTopic 27 · capital allocation
- Arrives from Corporate actions and market eventsTopic 11 · dilution and buybacks
- Arrives from Equities: the first instrumentTopic 14 · what a share claims
No hand-offs recorded yet — this topic stands on its own for now.
Open topic 26Company research and filingsNo hand-offs recorded yet — this topic stands on its own for now.
Open topic 28Investment strategies and schools of thoughtNo hand-offs recorded yet — this topic stands on its own for now.
Open topic 29Orders and executionNo hand-offs recorded yet — this topic stands on its own for now.
Open topic 30Brokerages and accountsNo hand-offs recorded yet — this topic stands on its own for now.
Open topic 33Regulation, ethics and investor protection