Asset Classes

Equity

Equity

Plural Name
Equities

Typically referred to as shareholder’s equity, it represents the amount of money that would be returned to a shareholder if all of the assets were liquidated, and the company’s debt was paid off. It is a degree ownership in any asset after subtracting all debts associated with that asset, representing the shareholder’s stake in the company. One of the most common financial metrics employed by analysts to assess the financial health of a company, it can also represent a company’s book value.

Asset Classes

Bank Preferreds

Entities

O’Shaughnessy Asset Management
Arbor Research & Trading, LLC
Art Strategy Partners
Avalon Investment & Advisory
Baltimore Sun
Behind the Balance Sheet
BlackRock
Brandes Investment Partners
CFRA Research
Cambria Investment Management
Cardone Capital
Cboe Global Markets
Chaikin Analytics LLC
Chicago Board Options Exchange
Churchill Management Group
Cowen Inc.
Dana Investment Advisors
Epoch Investment Partners, Inc
Essex Investment Management
Fairlead Strategies, LLC
Financial Markets Training Ltd
Forager Funds
FundX Investment Group
GSA Capital
HBK Capital Management
HLM Capital Management
Invesco QQQ
Investment Banking Institute
Janney Montgomery Scott
Kovitz
Legal & General Investment Management
Lombard Odier Investment Managers
MPTrader.com
Medallion Fund
Millionacres
Milton Berg Advisors
Montag & Caldwell
Montgomery Investment Management
Montgomery Securities
Morgan Creek Capital Management, LLC
Nasdaq Stock Exchange
New York Stock Exchange
NewSouth Capital
North Star Asset Management
Oppenheimer & Co.
Piper Sandler
Russell Clark Investment Management
SPDR S&P 500 ETF
Schwab US Dividend Equity ETF
Seilern Investment Management
Simpler Trading
Sprott Inc.
Standard Life Aberdeen
Stuyvesant Capital Management
TG Macro LLC
The Vanguard Group
Vanguard Dividend Appreciation ETF
Vanguard Large Cap ETF
Vanguard S&P 500 ETF
Vanguard Small Cap Value ETF
Vanguard Total Stock Market ETF
Vanguard Value ETF
Wells Fargo
Zulauf Consulting
iShares Core MSCI Emerging Markets ETF
iShares Core S&P 500 ETF
iShares Core U.S. Aggregate Bond ETF
iShares MSCI EAFE ETF
iShares Russell 2000 ETF

Entity Types

Bank

Strategies

Global Macro Strategy
Short Focused Balance Sheet Analysis

Terms

Dividend
Earnings Before Interest, Tax, Depreciation, and Amortization (EBITDA)
Investment Banking
Investment Management
S&P 500
Structured Note

Wisdom

Market Prices Do Not Equal Real Wealth

A K

Adam Mesh

Adam Rozencwajg

Alan Greenspan

Alex Bryan

Alex Shevelev

Andrew Aziz

Andrew Jung

Andy Hecht

Andy McCulloch

Aniket Ullal

Anirban Mahanti

Arik Ben Dor

Arjun Divecha

Arthur Hayes

Arthur Hyde

Aswath Damodaran

Avi Gilburt

Ben Breitholtz

Ben Powell

Benjamin Halliburton

Bert Dohmen

Bhavneesh Sharma

Bill Poulos

Bob Johnson

Bob Lang

Brett Friedman

Brian Bollinger

Brian McGough

Brian Strachan

Brian Werdesheim

Bruce Munster

Buck Wiley III

Chaim Siegel

Charles Brandes

Charles Schwab

Chris Aitken

Chris DeMuth Jr

Chris Johnson

Chris Pavese

Chris Versace

Chris Wood

Christophe Ollari

Clarke Lemons

Colleen Jaconetti

Courtney Smith

Dan Loeb

Dan O'Connell

Dan Passarelli

Daniel Martins

Daniel Zajac

Dave Floyd

Dave Matias

David Bahnsen

David Krejca

David Kudla

David Merkel

David Shimko

Davis Edwards

Dean Trindle

Devin Condron

Diego Parrilla

Donald van Deventer

Douglas Lucas

Dylan Grice

EB Tucker

Ed Yardeni

Edwin Elton

Eileen Murray

Elaine Meyers

Emad Mostaque

Eric Fry

Erik Conley

Evan Lorenz

Fotios Piniros

Galen Burghardt

Gareth Murphy

Garrett Goggin

Gary Antonacci

Gary Shilling

Gerald Jensen

Ghislain Gouraige

Glen Strauss

Glenn Degenaars

Gontran de Quillacq

Grant Williams

Greg Diamond

Greg Onken

Greg Vaughan

Greg Weldon

Guillermo Dumrauf

Hilary Kramer

Howard Penney

Howard Schilit

J Mintzmyer

JC Parets

JG Savoldi

Jake Weber

Janet Brown

Jared Dillian

Jason Bond

Jason Dworak

Jason Goepfert

Jason Katz

Jason Moser

Jay Canell

Jay Pelosky

Jay Soloff

Jay Van Sciver

Jayme Wiggins

Jeff Berwick

Jeff Miller

Jeff Snider

Jens Nordvig

Jeremy Miller

Jim Detterick

Joe Karas

Joe Martina

Joe Montgomery

John Buckingham

John Del Vecchio

John Reese

John Stephenson

Jon Markman

Jonas Elmerraji

Jonathan Beukelman

Jonathan Satovsky

Jonathan Tepper

Jordan Waxman

Joseph Hogue

Josh Brown

Josh Gully

Josh Malkin

Josh Steiner

Justin Spittler

Keith Brown

Keith McCullough

Kevin Davey

Kevin Muir

Kirk Wickman

Lance Gaitan

Larry McDonald

Larry McMillan

Larry Robbins

Larry Swedroe

Liz Ann Sonders

Lloyd Khaner

Lou Basenese

Louis Navellier

Louise Lane

Luis Garcia-Feijoo

Luke Ellis

Marc Chandler

Marc Gerstein

Marc Lichtenfeld

Marco Kolanovic

Marcos Carreira

Mark Douglass

Mark Galasiewski

Mark Hulbert

Mark Sebastian

Markus Heitkoetter

Martin Pring

Matt Bohlsen

Matt Dillig

Meb Faber

Michael Kanigher

Michael Boyd

Michael Covel

Michael Kahn

Michael Miller

Mike Abrams

Mike Larson

Mike Taylor

Mish Schneider

Moe Zulfiqar

Mona El Isa

Moss Crosby

Naufal Sanaullah

Neil George

Neil Schofield

Pablo Calderini

Pamela Rosenau

Patrick Gregory

Peter Bermont

Peter Boockvar

Peter Churchouse

Peter Seilern

Raoul Pal

Ray Merriman

Ray Uy

Rich Booth

Rich Petit

Richard Saperstein

Richard Zinman

Rick Pendergraft

Rishesh Singh

Roger Montgomery

Ron Rowland

Ronnie Stoeferle

Ross Givens

Ruth Barrons Roosevelt

Ryan Dinse

Sabrina Fox

Sahm Adrangi

Samuel Rines

Scott Skyrm

Scott Stackman

Scott Wilson

Sean Hyman

Serge Berger

Shah Gilani

Siddhartha Jha

Simon Ree

Slobodan Jovanovic

Stephanie Ruhle

Stephen Antczak

Stephen Brown

Stephen Perry

Steve Clapham

Steve Hollomon

Steve Johnson

Steven Bleiberg

Steven Hawkins

Taesik Yoon

Tariq Dennison

Ted Davis

Teddy Vallee

Terri Jacobsen

Thomas Hutson-Wiley

Tim Beyers

Tim Emanuels

Tim Sykes

Todd Battaglia

Todd Jordan

Todd Salamone

Tom Carroll

Tom Frame

Tom Gentile

Tom Jacobs

Tom Lott

Tom Moran

Toni Turner

Tony Carrion

Trevor Mottl

Vicki Bryan

Victor Livingstone

Vincent Catalano

Vishal Reddy

William Bernstein

Xavier Rolet

Zach Scheidt

Equity Pricing

  • Equity prices are often hindered by rising rates
    • safer fixed income options might look comparatively better
    • higher rates lowers discounted values
    • higher rates increase interest expenses for companies
  • Equity prices are also impacted by macro factors