Asset Classes

Equity

Equity

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.

More About Equity

Asset Classes

Bank Preferreds

Entities

O’Shaughnessy Asset Management
Arbor Research & Trading, LLC
Art Strategy Partners
Avalon Investment & Advisory
Behind the Balance Sheet
BlackRock
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
Fairlead Strategies, LLC
Financial Markets Training Ltd
HLM Capital Management
Horseman Capital Management
Investment Banking Institute
Kovitz
Lombard Odier Investment Managers
Medallion Fund
Montag & Caldwell
Morgan Creek Capital Management, LLC
Nasdaq Stock Exchange
NewSouth Capital
North Star Asset Management
Seilern Investment Management
Simpler Trading
Sprott Inc.
Standard Life Aberdeen
Stuyvesant Capital Management
TG Macro LLC
The Vanguard Group
Wells Fargo
Zulauf Consulting

EntityTypes

Bank

People

A K
Adam Rozencwajg
Alan Greenspan
Alex Bryan
Andrew Aziz
Andrew Jung
Andy McCulloch
Aniket Ullal
Arik Ben Dor
Arjun Divecha
Arthur Hayes
Arthur Hyde
Aswath Damodaran
Ben Breitholtz
Ben Powell
Benjamin Halliburton
Bob Johnson
Bob Lang
Brett Friedman
Brian Bollinger
Brian McGough
Brian Portnoy
Charles Schwab
Chris Pavese
Chris Versace
Christophe Ollari
Colleen Jaconetti
Dan Loeb
Dan Passarelli
Daniel Zajac
Dave Floyd
Dave Matias
David Merkel
David Shimko
Davis Edwards
Diego Parrilla
Douglas Lucas
Dylan Grice
EB Tucker
Ed Yardeni
Edwin Elton
Emad Mostaque
Eric Fry
Evan Lorenz
Galen Burghardt
Gareth Murphy
Gary Antonacci
Gary Shilling
Gerald Jensen
Gontran de Quillacq
Grant Williams
Greg Diamond
Greg Vaughan
Gregory Weldon
Guillermo Dumrauf
Howard Penney
Howard Schilit
JC Parets
Jared Dillian
Jason Bond
Jason Goepfert
Jay Pelosky
Jay Van Sciver
Jayme Wiggins
Jeff Miller
Jeff Snider
John Buckingham
John Del Vecchio
John Reese
John Stephenson
Jonathan Satovsky
Jonathan Tepper
Joseph Hogue
Josh Brown
Josh Steiner
Keith Brown
Keith McCullough
Kevin Davey
Kevin Muir
Kirk Wickman
Lance Gaitan
Larry McDonald
Larry McMillan
Larry Robins
Larry Swedroe
Liz Ann Sonders
Lloyd Khaner
Louis Navellier
Louise Lane
Luis Garcia-Feijoo
Luke Ellis
Marc Chandler
Marc Lichtenfeld
Marco Kolanovic
Marcos Carreira
Mark Galasiewski
Mark Sebastian
Markus Heitkoetter
Martin Pring
Meb Faber
Michael Covel
Michael Kahn
Michael Miller
Mike Taylor
Mish Schneider
Mona El Isa
Naufal Sanaullah
Neil George
Neil Schofield
Patrick Gregory
Peter Boockvar
Peter Seilern
Raoul Pal
Ray Uy
Rishesh Singh
Ron Rowland
Ronnie Stoeferle
Ruth Barrons Roosevelt
Sabrina Fox
Samuel Rines
Scott Skyrm
Simon Ree
Slobodan Jovanovic
Stephanie Ruhle
Stephen Antczak
Stephen Brown
Stephen Perry
Steve Clapham
Steve Cohen
Steven Bleiberg
Steven Hawkins
Teddy Vallee
Tim Sykes
Todd Jordan
Tom Gentile
Toni Turner
Tony Carrion
Trevor Mottl
Vicki Bryan
Vincent Catalano
Vishal Reddy
William Bernstein

Publications

Abnormal Returns
Analyst Academy
Anatomy of the Bear
BASICS: Getting Started in Equities
BASICS: Introduction to Stockpicking
Biotech Gems
ETF Pro
ETF Pro Plus
Environmental Markets
Equity Derivatives
Everything You Need to Know About Asset Allocation
Global Forecast Service
Guide to Financial Markets
Invesco Blog
Marketimer
Point Lookout Package
RIA Pro
Sustainable Investing and Environmental Markets
Technicals with Dave
The Boock Report
The Daily Dirtnap
The Investor's Guidebook to Equities
The Speculative Investor
The Theory and Practice of Investment Management
Trading Evolved
What's Behind The Numbers?

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

Booming markets without savings are not an accumulation of resources, but are an accumulation of claims on existing resources

Alan Greenspan

Steve Cohen

John Del Vecchio

Aswath Damodaran

Greg Diamond

Charles Schwab

Tony Carrion

Louis Navellier

Eric Fry

Neil George

Tom Gentile

Jason Bond

Ron Rowland

Gary Shilling

Bob Lang

Chris Versace

Tim Sykes

Jared Dillian

Larry Swedroe

Andrew Aziz

Larry McMillan

Kevin Muir

Emad Mostaque

Raoul Pal

Andy McCulloch

Ed Yardeni

Steven Bleiberg

Ronnie Stoeferle

Adam Rozencwajg

Jonathan Tepper

Jay Van Sciver

Jeff Snider

Sabrina Fox

Grant Williams

Larry McDonald

A K

Steve Clapham

Scott Skyrm

Jason Goepfert

Michael Kahn

Vincent Catalano

Keith McCullough

Dylan Grice

Greg Vaughan

Josh Brown

Kirk Wickman

Mish Schneider

Larry Robins

Louise Lane

Brian McGough

Todd Jordan

Howard Penney

Luis Garcia-Feijoo

Luke Ellis

Josh Steiner

Marc Lichtenfeld

Marco Kolanovic

Marcos Carreira

Mark Sebastian

Andrew Jung

Mark Galasiewski

Markus Heitkoetter

Martin Pring

Mike Taylor

Kevin Davey

William Bernstein

Stephanie Ruhle

Michael Covel

Rishesh Singh

Slobodan Jovanovic

John Stephenson

Jonathan Satovsky

Neil Schofield

Jayme Wiggins

Davis Edwards

Liz Ann Sonders

Trevor Mottl

Gerald Jensen

Christophe Ollari

Edwin Elton

Stephen Brown

Keith Brown

Mona El Isa

Steven Hawkins

Stephen Perry

Peter Seilern

Galen Burghardt

Gary Antonacci

Samuel Rines

Dan Loeb

Dan Passarelli

Vicki Bryan

Ben Breitholtz

Patrick Gregory

Arik Ben Dor

Gontran de Quillacq

Naufal Sanaullah

Gregory Weldon

Benjamin Halliburton

Arthur Hyde

Evan Lorenz

Toni Turner

Jeff Miller

Lance Gaitan

Chris Pavese

Dave Matias

Diego Parrilla

Teddy Vallee

Jay Pelosky

Lloyd Khaner

Arthur Hayes

Simon Ree

Arjun Divecha

EB Tucker

John Buckingham

Alex Bryan

Peter Boockvar

Douglas Lucas

Aniket Ullal

JC Parets

Howard Schilit

Brian Portnoy

Vishal Reddy

Ruth Barrons Roosevelt

Guillermo Dumrauf

Colleen Jaconetti

Ray Uy

Bob Johnson

Ben Powell

David Shimko

Michael Miller

Brett Friedman

Dave Floyd

Brian Bollinger

Joseph Hogue

Meb Faber

Marc Chandler

David Merkel

John Reese

Daniel Zajac

Stephen Antczak

Gareth Murphy

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