2023 Policy Forecasts
Welcome to Capstone’s annual forecast of unappreciated policy and regulatory themes companies, investors, and, industries should expect to play out over the course of the year.
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What Comes Next After the US Strikes on Iran?Â
July 8, 2025 By Daniel Silverberg and Elena McGovern, Co-Heads of Capstone’s National Security Practice With direct military confrontation among the US, Israel and Iran de-escalated—for now—Capstone is tracking three key questions on behalf of clients: 1. Did...
FCC’s Years-long Deregulatory Push
June 30, 2025 By Matt Wiederrecht, Head of Capstone's Special Situations Team We believe the Federal Communications Commission (FCC) will kick off a two-year trend of deregulatory actions at its June open meeting. Broadcasters, such as Sinclair Broadcast Group (SBGI),...
Trump, Iran, and the GOP’s Foreign Policy CrossroadsÂ
June 16, 2025 By Daniel Silverberg and Elena McGovern, Co-Heads of Capstone’s National Security Team  As Israel’s strikes on Iran show no sign of letting up, Donald Trump is sending mixed signals—calling the attacks “excellent,” yet urging de-escalation and for Iran...
