Asset Classes

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

Abakkus Asset Manager
Arbor Research & Trading, LLC
Art Strategy Partners
Avalon Investment & Advisory
BCA Research
BTIG
Baillie Gifford
Ballentine Partners
Baltimore Sun
Balyasny Asset Management
Behind the Balance Sheet
Bianco Research LLC
BlackRock
Boston Consulting Group
Brandes Investment Partners
Broadleaf Partners
CFRA Research
CSULB Beach Investment Group
Cambria Investment Management
Cardone Capital
Carraighill
Cboe Global Markets
Chaikin Analytics
Chicago Board Options Exchange
Churchill Management Group
Clarendon Capital Management
ClearBridge Investments
Collective2
Constellation Asset Management
Cornerstone Analytics
Cowen Inc.
Crestline Investors
Cultur3 Capital
DWS Group
Damped Spring Advisors
Dana Investment Advisors
DataTrek Research
Decimus Capital Markets
Deepwater Asset Management
Divergent Asset Management
Diversified Trading Institute
Dynamic Beta Investments
EMJ Capital
Epoch Investment Partners, Inc
Essex Investment Management
Euphrates Advisors
Eventus
Fairlead Strategies, LLC
Financial Markets Training Ltd
Forager Funds
FundX Investment Group
Fundamental Research Corp.
Fundstrat Global Advisors
GMO
GSA Capital
Galaxy Interactive
Gotham Funds
HBK Capital Management
HLM Capital Management
Hatteras Investment Partners
Impax Asset Management Group
Invesco QQQ
Investment Banking Institute
J. Stern & Co.
Janney Montgomery Scott
Kovitz
Legal & General Investment Management
Lombard Odier Investment Managers
Lyn Alden Investment Strategy
MJ Hudson
MPTrader.com
Maelstrom
Markman Capital Insight
Marlowe Partners
McAlinden Research Partners
Medallion Fund
Millionacres
Milton Berg Advisors
Montag & Caldwell
Montgomery Investment Management
Montgomery Securities
Morgan Creek Capital Management, LLC
Nasdaq
New York Stock Exchange
NewSouth Capital
Newton Investment Management
North Star Asset Management
O'Shaughnessy Asset Management
OpenMetrics Solutions
Oppenheimer & Co.
Piper Sandler
Pomp Investments
Pulley
Pyth Network
QVR Advisors
Russell Clark Investment Management
SMB Capital
SPDR S&P 500 ETF
Sandglass Capital Management
Schwab US Dividend Equity ETF
Seilern Investment Management
Simpler Trading
Spectra Markets
Standard Life Aberdeen
Stanphyl Capital
Stifel
Strive Asset Management
Stuyvesant Capital Management
Svelland Capital
TD Securities
TG Macro
Tai Tam Capital
Talton Capital Management
Thalēs Trading Solutions
The Market Chartist
The Vanguard Group
ThirdYear Capital
Toews Asset Management
Tradeview Markets
Trillium Asset Management
Valens Research
Van Lanschot Kempen
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
aisot
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

Aaron Brown

Aaron Kaplan

Aaron Uitenbroek

Adam Kobeissi

Adam Mesh

Adam O'Dell

Adam Rozencwajg

Adeniyi Abiodun

Adrian Day

Agustin Lebron

Ajay Kapur

Alan Greenspan

Albert Yeh

Alex Bryan

Alex Höptner

Alex Lennard

Alex Shevelev

Alice Schroeder

Amanda Agati

Amanda Tepper

Amelia Bourdeau

Amlan Roy

Andrea Gentilini

Andrew Aziz

Andrew Beer

Andrew Jung

Andrew Saunders

Andrew Schneider

Andy Constan

Andy Edstrom

Andy Hecht

Andy McCulloch

Angelo Robles

Angus Shillington

Aniket Ullal

Anirban Mahanti

Ankur Crawford

Anneka Treon

Anthony Scaramucci

Anton LeRoy

Appo Agbamu

Ari Pine

Arik Ben Dor

Arjun Divecha

Armando Gonzalez

Aron Landy

Artem Milinchuk

Arthur Hayes

Arthur Hyde

Aryeh Bourkoff

Aswath Damodaran

Avi Gilburt

Barney Mannerings

Barry Bannister

Barry Knapp

Barry Ritholtz

Bart Melek

Bart Stephens

Basil Karatzas

Ben Breitholtz

Ben Chrnelich

Ben Floyd

Ben Forman

Ben Hunt

Ben Inker

Ben Melkman

Ben Powell

Benjamin Halliburton

Benoit Bosc

Benoit Descourtieux

Berk Ozdogan

Bert Dohmen

Bhavneesh Sharma

Bilal Hafeez

Bill Kaye

Bill Kohr

Bill Pang

Bill Poulos

Bill Selig

Bob Elliott

Bob Johnson

Bob Kunimura

Bob Lang

Bobby Jain

Brad Levy

Brad Stephens

Brent Donnelly

Brent Kochuba

Bret Kenwell

Brett Friedman

Brett Rentmeester

Brett Tejpaul

Brian Bollinger

Brian McCarthy

Brian McGough

Brian Nelson

Brian Strachan

Brian Werdesheim

Brooker Belcourt

Bruce Fenton

Bruce Mumford

Bruce Munster

Bruno Pannetier

Buck Wiley III

Callum Thomas

Cameron Hight

Carlos Sava

Carter Malloy

Cem Karsan

Chaim Siegel

Charles Brandes

Charles Mizrahi

Charles Tall

Charlie McGarraugh

Charlie Morris

Chen Zhao

Chiente Hsu

Chris Aitken

Chris Bailey

Chris Berry

Chris Blasi

Chris Cady

Chris Castroviejo

Chris DeMuth Jr

Chris Hohlstein

Chris Johnson

Chris Macintosh

Chris Pavese

Chris Rossbach

Chris Sullivan

Chris Versace

Chris Whalen

Chris Wood

Christian Thwaites

Christine Breck

Christophe Ollari

Chuck Schwab

Clarke Lemons

Clay Gardner

Coleman Andrews

Colin Butler

Colleen Jaconetti

Courtney Smith

Cromwell Coulson

Dale Pinkert

Dan Arnold

Dan Barclay

Dan Greenhaus

Dan Laszlo

Dan Loeb

Dan Matuszewski

Dan Micit

Dan Morehead

Dan O'Connell

Dan Passarelli

Dan Shepherd

Dan Zwirn

Dana Stewardson

Daniel Lacalle

Daniel Martins

Daniel Masters

Daniel Peris

Daniel Strachman

Daniel Zajac

Danielle Booth

Danny Donado

Darius Dale

Dave Descalzi

Dave Donnelly

Dave Floyd

Dave Lauer

Dave Matias

Dave Mazza

David Bahnsen

David Berns

David Dorr

David Duong

David Hay

David Krejca

David Kudla

David Merkel

David Modiano

David Morgan

David Nage

David Packham

David Perkins

David Shimko

David Siemer

David Steinbach

David Trainer

David Truffelman

David Woo

David Zervos

Davis Edwards

Dean Trindle

Debashish Bose

Devin Condron

Diana Joseph

Diego Parrilla

Dominique Dwor-Frécaut

Donald van Deventer

Doug Foreman

Doug Kinsey

Doug MacKay

Douglas Borthwick

Douglas Lucas

Drianne Benner

Dylan Grice

EB Tucker

Ed Yardeni

Edward Misrahi

Edwin Elton

Egon von Greyerz

Ehren Stanhope

Eileen Murray

Elaine Meyers

Eli Rauch

Elliott Allswang

Emad Mostaque

Emma Giamartino

Eric Boroian

Eric Crittenden

Eric Fry

Eric Henderson

Eric Jackson

Eric Johnston

Eric Malchow

Eric Mindich

Eric Udoff

Erik Conley

Euan Sinclair

Evan Lorenz

Florian Bartunek

Fotios Piniros

Francis Gannon

Fredrik Nerbrand

Galen Burghardt

Gareth Murphy

Gareth Soloway

Garett Lim

Garrett Goggin

Gary Anetsberger

Gary Antonacci

Gary Shilling

Gavin Finch

Gavin von Loeser

Genevieve Roch-Decter

Geo Chen

Geoff Marcus

Geoffrey Batt

Geoffrey Webster

George Clark

George Jiang

Gerald Jensen

Gerard Minack

Ghislain Gouraige

Gil Luria

Giuseppe Paleologo

Glen Strauss

Glenn Degenaars

Gontran de Quillacq

Gordon Johnson

Grace Rodriguez

Grant Williams

Greg Diamond

Greg Foss

Greg Franks

Greg King

Greg Onken

Greg Tusar

Greg Vaughan

Greg Weldon

Guillermo Dominguez

Guillermo Dumrauf

Guy Cerundolo

Haim Bodek

Hari Krishnan

Helene Meisler

Henry Ma

Hilary Kramer

Howard Lindzon

Howard Penney

Howard Schilit

Howard Wang

Imran Lakha

Ivy Zelman

J Mintzmyer

JC Parets

JG Savoldi

Jack Inglis

Jake Weber

James Ferguson

James Helliwell

James Medeiros

James Mullarney

Jamie Coutts

Jan van Eck

Janet Brown

Jared Bibler

Jared Dillian

Jason Bond

Jason Dworak

Jason Goepfert

Jason Hsu

Jason Katz

Jason Moser

Jason Raznick

Jawad Mian

Jay Canell

Jay Janér

Jay Pelosky

Jay Soloff

Jay Van Sciver

Jayme Wiggins

Jean-Marie Mognetti

Jeannine Vanian

Jeff Berwick

Jeff Dorman

Jeff Miller

Jeff Schulze

Jeff Snider

Jeff Zirlin

Jeffrey Mettel

Jens Nordvig

Jeremy Miller

Jeremy Schwartz

Jerry Hwang

Jim Bianco

Jim Detterick

Jim Osman

Jim Pallotta

Jim Puplava

Joe Karas

Joe Martina

Joe McAlinden

Joe Montgomery

Joel Litman

John Bowman

John Buckingham

John Ciampaglia

John Del Vecchio

John Embry

John Exley

John Hathaway

John Kiple

John Kosar

John Murphy

John Palmer

John Reese

John Stephenson

Jon Markman

Jon Mawby

Jon Najarian

Jonas Elmerraji

Jonas Thulin

Jonathan Beukelman

Jonathan Cohen

Jonathan Krane

Jonathan Satovsky

Jonathan Tepper

Jonathan Treussard

Jonathan Wellum

Jordan Kotick

Jordan Waxman

Joseph Hogue

Josh Brown

Josh Gully

Josh Malkin

Josh Rosner

Josh Steiner

Julian Brigden

Julien Bittel

Juliette Declercq

Juliette Menga

Jurrien Timmer

Justin Spittler

Justin Carbonneau

Justin Saslaw

Justin Weinkle

Jérôme Stern

Kabir Sehgal

Kathy Jones

Keith Black

Keith Brown

Keith Dicker

Keith McCullough

Kenny Estes

Kerry Pogue

Kevin Coldiron

Kevin Davey

Kevin Kelly

Kevin Meyersburg

Kevin Muir

Kinjal Amin

Kirk Wickman

Kokou Agbo-Bloua

Komal Sri-Kumar

Kori Hale

Krassen Draganov

Kris Tuttle

Lance Gaitan

Lance Roberts

Larry McDonald

Larry McMillan

Larry Robbins

Larry Siegel

Larry Swedroe

Lars Seier Christensen

Lawson Steele

Lee Robinson

Leigh Drogen

Leo LiVolsi

Liqian Ren

Liz Ann Sonders

Liz Young

Lloyd Khaner

Lou Basenese

Louis Navellier

Louise Lane

Luis Garcia-Feijoo

Luke Burgis

Luke Ellis

Luuk Strijers

Lyle LaMothe

Lyn Alden

Marc Brooks

Marc Chaikin

Marc Chandler

Marc Gerstein

Marc Lichtenfeld

Marc Rubinstein

Marcos Carreira

Mark Cullen

Mark Douglass

Mark Dow

Mark Galasiewski

Mark Hart

Mark Hulbert

Mark Roberts

Mark Sebastian

Mark Whitmore

Mark Woolley

Marko Kolanovic

Markus Heitkoetter

Marshall Stocker

Martin Pelletier

Martin Pring

Marty Fridson

Matt Bohlsen

Matt Dillig

Matt Higgins

Matt Patsky

Matt Peron

Matteo Perruccio

Matthew Byer

Matthew Klein

Matthew Waz

Matthias Knab

Meb Faber

Michael Kanigher

Michael Barrington-Hibbert

Michael Boyd

Michael Breit

Michael Coolbaugh

Michael Covel

Michael Gildenhorn

Michael Howell

Michael Kahn

Michael Kao

Michael Lebowitz

Michael Miller, FRM

Michael Palazzi

Michael Parekh

Michael Petley

Michael Pusateri

Michael Rubenstein

Michael Schaenen

Mick McLaughlin

Mikael Sarwe

Mike Abrams

Mike Cahill

Mike Coffin

Mike Creadon

Mike Kantrowitz

Mike Kessler

Mike Larson

Mike Lazorik

Mike Robinson

Mike Sanders

Mike Taylor

Mike Wilson

Miles Clyne

Mish Schneider

Mish Shedlock

Moe Zulfiqar

Mona El Isa

Moritz Seibert

Moss Crosby

Mustafa Chowdhury

Naufal Sanaullah

Neal Berger

Neil Dutta

Neil George

Neil Schofield

Nelly Nyambi

Niall Boland

Nick Colas

Nick Lawson

Nithin Kamath

Noreen Beaman

Osman Ozsan

Ovie Faruq

Pablo Calderini

Pamela Rosenau

Patrick Gregory

Patrick Krulik

Patrick McVeigh

Paul Mampilly

Paul Zemsky

Peg Pike

Pei Chen

Peter Albano

Peter Berezin

Peter Bermont

Peter Boockvar

Peter Brandt

Peter Churchouse

Peter Lacalamita

Peter Leidel

Peter Seilern

Philippe Khuong-Huu

Prateek Mehrotra

Preston McSwain

Raoul Pal

Ravi Malik

Ray Merriman

Ray Uy

Rebecca Corbin

Rich Booth

Rich Petit

Richard Saperstein

Richard Couch

Richard Galvin

Richard Zinman

Rick Pendergraft

Rishesh Singh

Rishi Narang

Rob Davis

Rob Kapito

Robin Fink

Roger Hirst

Roger Montgomery

Ron Rowland

Ronnie Stoeferle

Ross Givens

Roxton McNeal

Russ Brownback

Russ Norwood

Russel Kinnel

Russell Korgaonkar

Ruth Barrons Roosevelt

Ryan Caldbeck

Ryan Dinse

Ryan Ripp

Ryan Williams

Saagar Gupta

Sabrina Cassagnol

Sabrina Fox

Sahm Adrangi

Saker Nusseibeh

Sam Burns

Samuel Rines

Sandra Kartt

Sang Lee

Sanjoy Ghosh

Scott Acheychek

Scott Army

Scott Skyrm

Scott Stackman

Scott Wieler

Scott Wilson

Scott Wood

Seamus Murphy

Sean Fieler

Sean Hyman

Serge Berger

Sergio Silva

Seth Ginns

Sethu Bijumalla

Shah Gilani

Shannon Saccocia

Shayne Laidlaw

Shundrawn Thomas

Siddhartha Jha

Simon Ree

Slobodan Jovanovic

Spencer Jakab

Stefan Kreuzkamp

Stephanie Ruhle

Stephen Antczak

Stephen Brown

Stephen Paras

Stephen Perry

Steve Clapham

Steve Eisman

Steve Goulden

Steve Hollomon

Steve Johnson

Steve Kaczmarek

Steve Kurz

Steven Bavaria

Steven Bleiberg

Steven Hawkins

Steven Hochberg

Steven McClurg

Steven Schoenfeld

Sudhu Arumugam

Sultan Meghji

Sunil Singhania

Sylvain Raynes

Tadas Viskanta

Taesik Yoon

Taimur Baig

Takaaki Kato

Tarek Mansour

Tariq Dennison

Ted Davis

Ted Seides

Teddy Vallee

Terri Jacobsen

Thejas Nalval

Thomas Braziel

Thomas Hutson-Wiley

Thomas Perfumo

Thomas Riegert

Tim Beyers

Tim Emanuels

Tim Freundlich

Tim Maloney

Tim Seymour

Tim Sykes

Tobias Carlisle

Todd Battaglia

Todd Edgar

Todd Jordan

Todd Salamone

Tom Caddick

Tom Carroll

Tom Frame

Tom Gentile

Tom Jacobs

Tom Lee

Tom Lott

Tom Moran

Tom Price

Tom Slater

Tom Trowbridge

Tommy Thornton

Toni Turner

Tony Carrion

Tony Chedraoui

Tony Deden

Tony Greer

Tony Mackenzie

Tony Pasquariello

Tony Saliba

Tor Svelland

Torkell Eide

Trevor Mottl

Troy Thornton

Ty Popplewell

Tyler Laundon

Urban Carmel

Vicki Bryan

Vicki Ellis

Victor Livingstone

Viktor Shvets

Vince Sarullo

Vincent Catalano

Vincent Randazzo

Vishal Reddy

Warren Pies

Wei Xie

Wes Gray

Whitney Macro

Will Braman

Will Hershey

Will Rhind

William Bernstein

Xavier Rolet

Yan Liberman

Yoshi Nakamura

Yuri Khodjamirian

Zach Scheidt

Zed Francis

Zoe Cruz

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
    • Board Economic Activity (National Level)
    • Liquidity (Interest rates & Central Bank Policy)