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.

Asset Classes

Bank Preferreds

Entities

O’Shaughnessy Asset Management
Arbor Research & Trading, LLC
Art Strategy Partners
Avalon Investment & Advisory
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
Fairlead Strategies, LLC
Financial Markets Training Ltd
Forager Funds
HBK Capital Management
HLM Capital Management
Horseman Capital Management
Investment Banking Institute
Kovitz
Legal & General Investment Management
Lombard Odier Investment Managers
Medallion Fund
Montag & Caldwell
Montgomery Investment Management
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
Alex Shevelev
Andrew Aziz
Andrew Jung
Andy Hecht
Andy McCulloch
Aniket Ullal
Arik Ben Dor
Arjun Divecha
Arthur Hayes
Arthur Hyde
Aswath Damodaran
Avi Gilburt
Ben Breitholtz
Ben Powell
Benjamin Halliburton
Bhavneesh Sharma
Bob Johnson
Bob Lang
Brett Friedman
Brian Bollinger
Brian McGough
Brian Portnoy
Chaim Siegel
Charles Brandes
Charles Schwab
Chris DeMuth Jr
Chris Pavese
Chris Versace
Christophe Ollari
Colleen Jaconetti
Dan Loeb
Dan Passarelli
Daniel Martins
Daniel Zajac
Dave Floyd
Dave Matias
David Krejca
David Merkel
David Shimko
Davis Edwards
Diego Parrilla
Donald van Deventer
Douglas Lucas
Dylan Grice
EB Tucker
Ed Yardeni
Edwin Elton
Eileen Murray
Emad Mostaque
Eric Fry
Erik Conley
Evan Lorenz
Galen Burghardt
Gareth Murphy
Gary Antonacci
Gary Shilling
Gerald Jensen
Gontran de Quillacq
Grant Williams
Greg Diamond
Greg Vaughan
Greg Weldon
Guillermo Dumrauf
Howard Penney
Howard Schilit
J Mintzmyer
JC Parets
Jared Dillian
Jason Bond
Jason Goepfert
Jay Pelosky
Jay Soloff
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 Hulbert
Mark Sebastian
Markus Heitkoetter
Martin Pring
Matt Bohlsen
Meb Faber
Michael Boyd
Michael Covel
Michael Kahn
Michael Miller
Mike Taylor
Mish Schneider
Mona El Isa
Naufal Sanaullah
Neil George
Neil Schofield
Pablo Calderini
Patrick Gregory
Peter Boockvar
Peter Seilern
Raoul Pal
Ray Uy
Rich Booth
Rick Pendergraft
Rishesh Singh
Roger Montgomery
Ron Rowland
Ronnie Stoeferle
Ruth Barrons Roosevelt
Sabrina Fox
Sahm Adrangi
Samuel Rines
Scott Skyrm
Siddhartha Jha
Simon Ree
Slobodan Jovanovic
Stephanie Ruhle
Stephen Antczak
Stephen Brown
Stephen Perry
Steve Clapham
Steve Cohen
Steve Johnson
Steven Bleiberg
Steven Hawkins
Tariq Dennison
Teddy Vallee
Tim Sykes
Todd Jordan
Tom Carroll
Tom Gentile
Tom Jacobs
Tom Lott
Toni Turner
Tony Carrion
Trevor Mottl
Vicki Bryan
Vincent Catalano
Vishal Reddy
William Bernstein
Xavier Rolet

Publications

Abnormal Returns
Active Equity Portfolio Management
Analyst Academy
Anatomy of the Bear
BASICS: Getting Started in Equities
BASICS: Introduction to Stockpicking
Biotech Gems
Busted IPO Forum
Consumables Pro
Derivatives and Equity Portfolio Management
ETF Pro
ETF Pro Plus
Environmental Markets
Equity Derivatives
Equity Valuation and Portfolio Management
Everything You Need to Know About Asset Allocation
Global Forecast Service
Guide to Financial Markets
Invesco Blog
Investing in a Volatile Stock Market
LGIM Blog
Marketimer
Perspectives on Equity Indexing
Point Lookout Package
Portfolio Construction and Analytics
Predictive Analytic Models
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
Value Investor’s Edge
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

Market Prices Do Not Equal Real Wealth

A K

Adam Rozencwajg

Alan Greenspan

Alex Bryan

Alex Shevelev

Andrew Aziz

Andrew Jung

Andy Hecht

Andy McCulloch

Aniket Ullal

Arik Ben Dor

Arjun Divecha

Arthur Hayes

Arthur Hyde

Aswath Damodaran

Avi Gilburt

Ben Breitholtz

Ben Powell

Benjamin Halliburton

Bhavneesh Sharma

Bob Johnson

Bob Lang

Brett Friedman

Brian Bollinger

Brian McGough

Brian Portnoy

Chaim Siegel

Charles Brandes

Charles Schwab

Chris DeMuth Jr

Chris Pavese

Chris Versace

Christophe Ollari

Colleen Jaconetti

Dan Loeb

Dan Passarelli

Daniel Martins

Daniel Zajac

Dave Floyd

Dave Matias

David Krejca

David Merkel

David Shimko

Davis Edwards

Diego Parrilla

Donald van Deventer

Douglas Lucas

Dylan Grice

EB Tucker

Ed Yardeni

Edwin Elton

Eileen Murray

Emad Mostaque

Eric Fry

Erik Conley

Evan Lorenz

Galen Burghardt

Gareth Murphy

Gary Antonacci

Gary Shilling

Gerald Jensen

Gontran de Quillacq

Grant Williams

Greg Diamond

Greg Vaughan

Greg Weldon

Guillermo Dumrauf

Howard Penney

Howard Schilit

J Mintzmyer

JC Parets

Jared Dillian

Jason Bond

Jason Goepfert

Jay Pelosky

Jay Soloff

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 Hulbert

Mark Sebastian

Markus Heitkoetter

Martin Pring

Matt Bohlsen

Meb Faber

Michael Boyd

Michael Covel

Michael Kahn

Michael Miller

Mike Taylor

Mish Schneider

Mona El Isa

Naufal Sanaullah

Neil George

Neil Schofield

Pablo Calderini

Patrick Gregory

Peter Boockvar

Peter Seilern

Raoul Pal

Ray Uy

Rich Booth

Rick Pendergraft

Rishesh Singh

Roger Montgomery

Ron Rowland

Ronnie Stoeferle

Ruth Barrons Roosevelt

Sabrina Fox

Sahm Adrangi

Samuel Rines

Scott Skyrm

Siddhartha Jha

Simon Ree

Slobodan Jovanovic

Stephanie Ruhle

Stephen Antczak

Stephen Brown

Stephen Perry

Steve Clapham

Steve Cohen

Steve Johnson

Steven Bleiberg

Steven Hawkins

Tariq Dennison

Teddy Vallee

Tim Sykes

Todd Jordan

Tom Carroll

Tom Gentile

Tom Jacobs

Tom Lott

Toni Turner

Tony Carrion

Trevor Mottl

Vicki Bryan

Vincent Catalano

Vishal Reddy

William Bernstein

Xavier Rolet

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