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

O’Shaughnessy Asset Management
Abakkus Asset Manager
Arbor Research & Trading, LLC
Art Strategy Partners
Avalon Investment & Advisory
Baillie Gifford
Baltimore Sun
Behind the Balance Sheet
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 LLC
Chicago Board Options Exchange
Churchill Management Group
Clarendon Capital Management
ClearBridge Investments
Collective2
Cowen Inc.
Cultur3 Capital
DWS Group
Damped Spring Advisors
Dana Investment Advisors
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.
GMO
GSA Capital
Galaxy Interactive
Gotham Funds
HBK Capital Management
HLM Capital Management
Invesco QQQ
Investment Banking Institute
J. Stern & Co.
Janney Montgomery Scott
Kovitz
Legal & General Investment Management
Lombard Odier Investment Managers
MJ Hudson
MPTrader.com
Marlowe Partners
McAlinden Research Partners
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
Newton Investment Management
North Star Asset Management
OpenMetrics Solutions
Oppenheimer & Co.
Piper Sandler
Pulley
Pyth Network
Russell Clark Investment Management
SPDR S&P 500 ETF
Sandglass Capital Management
Schwab US Dividend Equity ETF
Seilern Investment Management
Simpler Trading
Standard Life Aberdeen
Stifel
Stuyvesant Capital Management
TD Securities
TG Macro LLC
Tai Tam Capital
Talton Capital Management
Thalēs Trading Solutions
The Vanguard Group
ThirdYear Capital
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
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 Uitenbroek

Adam Kobeissi

Adam Mesh

Adam Rozencwajg

Adrian Day

Agustin Lebron

Ajay Kapur

Alan Greenspan

Albert Yeh

Alex Bryan

Alex Höptner

Alex Lennard

Alex Shevelev

Amanda Tepper

Andrea Gentilini

Andrew Aziz

Andrew Beer

Andrew Jung

Andrew Saunders

Andrew Schneider

Andy Constan

Andy Edstrom

Andy Hecht

Andy McCulloch

Angelo Robles

Aniket Ullal

Anirban Mahanti

Anneka Treon

Appo Agbamu

Arik Ben Dor

Arjun Divecha

Armando Gonzalez

Arthur Hayes

Arthur Hyde

Aryeh Bourkoff

Aswath Damodaran

Avi Gilburt

Barry Bannister

Bart Melek

Basil Karatzas

Ben Breitholtz

Ben Chrnelich

Ben Inker

Ben Powell

Benjamin Halliburton

Benoit Descourtieux

Bert Dohmen

Bhavneesh Sharma

Bill Kaye

Bill Kohr

Bill Poulos

Bill Selig

Bob Johnson

Bob Kunimura

Bob Lang

Brad Levy

Brett Friedman

Brian Bollinger

Brian McGough

Brian Nelson

Brian Strachan

Brian Werdesheim

Bruce Mumford

Bruce Munster

Bruno Pannetier

Buck Wiley III

Callum Thomas

Cameron Hight

Carlos Sava

Carter Malloy

Chaim Siegel

Charles Brandes

Charles Tall

Charlie McGarraugh

Charlie Morris

Chen Zhao

Chiente Hsu

Chris Aitken

Chris Bailey

Chris Cady

Chris DeMuth Jr

Chris Hohlstein

Chris Johnson

Chris Macintosh

Chris Pavese

Chris Rossbach

Chris Sullivan

Chris Versace

Chris Wood

Christian Thwaites

Christine Breck

Christophe Ollari

Chuck Schwab

Clarke Lemons

Clay Gardner

Coleman Andrews

Colleen Jaconetti

Courtney Smith

Dale Pinkert

Dan Arnold

Dan Barclay

Dan Laszlo

Dan Loeb

Dan O'Connell

Dan Passarelli

Dan Shepherd

Dana Stewardson

Daniel Martins

Daniel Masters

Daniel Strachman

Daniel Zajac

Danny Donado

Dave Descalzi

Dave Donnelly

Dave Floyd

Dave Matias

David Bahnsen

David Krejca

David Kudla

David Merkel

David Modiano

David Nage

David Perkins

David Shimko

David Siemer

David Steinbach

David Truffelman

David Woo

Davis Edwards

Dean Trindle

Debashish Bose

Devin Condron

Diana Joseph

Diego Parrilla

Donald van Deventer

Doug Foreman

Doug Kinsey

Doug MacKay

Douglas Lucas

Drianne Benner

Dylan Grice

EB Tucker

Ed Yardeni

Edwin Elton

Ehren Stanhope

Eileen Murray

Elaine Meyers

Eli Rauch

Elliott Allswang

Emad Mostaque

Emma Giamartino

Eric Boroian

Eric Crittenden

Eric Fry

Eric Henderson

Eric Johnston

Eric Malchow

Eric Udoff

Erik Conley

Euan Sinclair

Evan Lorenz

Fotios Piniros

Francis Gannon

Galen Burghardt

Gareth Murphy

Garett Lim

Garrett Goggin

Gary Anetsberger

Gary Antonacci

Gary Shilling

Gavin von Loeser

Genevieve Roch-Decter

Geo Chen

Geoff Marcus

Geoffrey Batt

Geoffrey Webster

George Clark

Gerald Jensen

Ghislain Gouraige

Gil Luria

Glen Strauss

Glenn Degenaars

Gontran de Quillacq

Gordon Johnson

Grace Rodriguez

Grant Williams

Greg Diamond

Greg Foss

Greg Franks

Greg King

Greg Onken

Greg Vaughan

Greg Weldon

Guillermo Dominguez

Guillermo Dumrauf

Guy Cerundolo

Henry Ma

Hilary Kramer

Howard Penney

Howard Schilit

Howard Wang

J Mintzmyer

JC Parets

JG Savoldi

Jack Inglis

Jake Weber

James Helliwell

Janet Brown

Jared Dillian

Jason Bond

Jason Dworak

Jason Goepfert

Jason Katz

Jason Moser

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

Jim Detterick

Jim Osman

Jim Puplava

Joe Karas

Joe Martina

Joe McAlinden

Joe Montgomery

Joel Litman

John Bowman

John Buckingham

John Del Vecchio

John Embry

John Exley

John Kosar

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

Julian Brigden

Juliette Menga

Justin Spittler

Justin Carbonneau

Justin Saslaw

Justin Weinkle

Jérôme Stern

Keith Black

Keith Brown

Keith McCullough

Kerry Pogue

Kevin Coldiron

Kevin Davey

Kevin Meyersburg

Kevin Muir

Kinjal Amin

Kirk Wickman

Kokou Agbo-Bloua

Komal Sri-Kumar

Krassen Draganov

Kris Tuttle

Lance Gaitan

Larry McDonald

Larry McMillan

Larry Robbins

Larry Swedroe

Lee Robinson

Leigh Drogen

Liz Ann Sonders

Liz Young

Lloyd Khaner

Lou Basenese

Louis Navellier

Louise Lane

Luis Garcia-Feijoo

Luke Burgis

Luke Ellis

Luuk Strijers

Lyle LaMothe

Marc Brooks

Marc Chandler

Marc Gerstein

Marc Lichtenfeld

Marc Rubinstein

Marco Kolanovic

Marcos Carreira

Mark Cullen

Mark Douglass

Mark Dow

Mark Galasiewski

Mark Hulbert

Mark Roberts

Mark Sebastian

Markus Heitkoetter

Martin Pring

Matt Bohlsen

Matt Dillig

Matt Patsky

Matt Peron

Matthew Byer

Matthew Klein

Matthias Knab

Meb Faber

Michael Kanigher

Michael Barrington-Hibbert

Michael Boyd

Michael Breit

Michael Coolbaugh

Michael Covel

Michael Gildenhorn

Michael Howell

Michael Kahn

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 Larson

Mike Sanders

Mike Taylor

Miles Clyne

Mish Schneider

Moe Zulfiqar

Mona El Isa

Moss Crosby

Naufal Sanaullah

Neal Berger

Neil George

Neil Schofield

Nelly Nyambi

Niall Boland

Nick Lawson

Nithin Kamath

Noreen Beaman

Ovie Faruq

Pablo Calderini

Pamela Rosenau

Patrick Gregory

Patrick Krulik

Patrick McVeigh

Paul Zemsky

Peg Pike

Peter Albano

Peter Bermont

Peter Boockvar

Peter Churchouse

Peter Lacalamita

Peter Seilern

Prateek Mehrotra

Preston McSwain

Raoul Pal

Ravi Malik

Ray Merriman

Ray Uy

Rebecca Corbin

Rich Booth

Rich Petit

Richard Saperstein

Richard Couch

Richard Zinman

Rick Pendergraft

Rishesh Singh

Rishi Narang

Rob Davis

Robin Fink

Roger Montgomery

Ron Rowland

Ronnie Stoeferle

Ross Givens

Roxton McNeal

Russ Norwood

Ruth Barrons Roosevelt

Ryan Caldbeck

Ryan Dinse

Ryan Ripp

Saagar Gupta

Sabrina Cassagnol

Sabrina Fox

Sahm Adrangi

Saker Nusseibeh

Samuel Rines

Sandra Kartt

Sang Lee

Sanjoy Ghosh

Scott Acheychek

Scott Army

Scott Skyrm

Scott Stackman

Scott Wieler

Scott Wilson

Scott Wood

Sean Hyman

Serge Berger

Sergio Silva

Seth Ginns

Sethu Bijumalla

Shah Gilani

Shayne Laidlaw

Siddhartha Jha

Simon Ree

Slobodan Jovanovic

Spencer Jakab

Stephanie Ruhle

Stephen Antczak

Stephen Brown

Stephen Paras

Stephen Perry

Steve Clapham

Steve Goulden

Steve Hollomon

Steve Johnson

Steve Kaczmarek

Steve Kurz

Steven Bleiberg

Steven Hawkins

Sudhu Arumugam

Sunil Singhania

Taesik Yoon

Takaaki Kato

Tarek Mansour

Tariq Dennison

Ted Davis

Teddy Vallee

Terri Jacobsen

Thejas Nalval

Thomas Braziel

Thomas Hutson-Wiley

Thomas Riegert

Tim Beyers

Tim Emanuels

Tim Freundlich

Tim Maloney

Tim Sykes

Todd Battaglia

Todd Edgar

Todd Jordan

Todd Salamone

Tom Carroll

Tom Frame

Tom Gentile

Tom Jacobs

Tom Lott

Tom Moran

Tom Price

Tom Slater

Tom Trowbridge

Toni Turner

Tony Carrion

Tony Mackenzie

Tony Saliba

Trevor Mottl

Troy Thornton

Ty Popplewell

Urban Carmel

Vicki Bryan

Vicki Ellis

Victor Livingstone

Vince Sarullo

Vincent Catalano

Vishal Reddy

Warren Pies

Wes Gray

Whitney Macro

Will Braman

Will Hershey

William Bernstein

Xavier Rolet

Yan Liberman

Yoshi Nakamura

Zach Scheidt

Zed Francis

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