Math 339, Topics in Applied Mathematics

Fall 2004: Mathematical Finance

Daily Schedule

# Date Topic Reading Homework
1 F 9/10 Introduction to the course - -
- - The motion of stock prices [WSJ] p. 36-49. HW1 (due 9/13; do not hand in)
2 M 9/13 Return, logarithmic return, absolute return; [computer disaster] - -
3 W 9/15 Data analysis of the above using SPSS - HW2 (Due 9/17)
- - Interest rates (discrete compounding) Handout from Hahn. Also [W] 1.2 (p. 3-5) including the "important aside"! -
4 F 9/17 Continuous compounding - HW3: Hahn problems on handout: 1, 4 (read what's above), 5 (do 10 and 15 years at 7% compounded monthly, and suppose the the payments are at the beginning of each month but not on the final date), 6 (assume that the payments are at the beginning of each month and there is no payment on the day you turn 21, and that the amount is compounded continuously.) Due 9/22
5 M 9/20 Differential equation approach to continuous compounding - -
- - Return for discrete and continuous compounding - -
6 W 9/22 - - -
7 F 9/24 Present and future value Wilmott handout HW 4: Do log return for discrete and continuous compounding. Also Kahn: 4.5, 4.6, 4.7 (due 9/27)
8 F 9/26 Probability and statistics Handout -
9 M 9/27 (con't) - Homework 5 (due 10/6)
10 W 9/29 (con't) - Homework 6 (due 10/4)
11 F 10/1 Brownian motion Handout -
12 M 10/4 (con't) - -
13 W 10/6 Quiz 1 - -
14 F 10/8 Forwards Hull p. 2 -
- - Futures Hull p. 5, WSJG p. 126-139 -
15 W 10/13 Options Hull 1.5 (p. 6--10), 7.1--7.8 (p. 151--161); WSJG p. 142--149 For both your stocks: (1) Find and print out the value of October options today. (2) Print these out after trading Friday (ie after 4pm, but don't wait too long since the data will disappear). (3) Print out the value of November options today. Save these printouts for later use.
- - Terminology: call/put, premium/strike price/expiration date, long (buying)/short (writing) position, in/at/out of the money, European/American, naked/covered calls - -
16 F 10/15 - - -
- M 10/18, W 10/20 (no class) Exam I -
19 F 10/22 Two ways to invest with calls Hull p. 12 HW 7: Hull p. 16: 1.8 (Assume that the stock price three months later is $33), 1.9, p. 164: 7.6 (due 10/27)
20 M 10/25 - - HW8: 1.4, 1.7 (assume premium of put is $2), 7.1 (Due 10/29)
21 W 10/27 - - -
22 F 10/29 Quiz 2 - HW 9 (handout) due 11/1
23 M 11/1 Binomial tree (an example) Hull 10.1 (p. 200) HW10: Hull 10.1 (p. 214) due 11/8. Also answer the following: (b) Suppose that the strike price of the call is $43. What should its price be? (c) Suppose that the strike price of the call is $36. What should its price be?
- - - - HW11 (handout--sorry I put "Homework 10" on it) due 11/5. Also for both your stocks print out the prices of November options, also for three dates in the future (eg Dec, Jan, Feb options).
24 W 11/3 Bachelier diagrams Quiz 3 -
25 F 11/5 Binomial tree (in general) - -
26 M 11/8 Risk-neutral valuation - HW 12: Repeat 10.1 (abc) replacing the call with a put. Also do 10.14 (due 11/15)
27 W 11/10 Covarience, correlation, scatter plots Handout -


[H] = J. Hull, Options, Futures and Other Derivatives

[WSJ] = The Wall Street Journal Guide to Understanding Money & Investing

[W] = P. Wilmott, Paul Wilmott on Quantative Finace