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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Exploring a Biden Sequel

Exploring a Biden Sequel

February 26, 2024 By Thomas Dee, Capstone’s Head of Research & Strategy Much of the political buzz recently has been about former President Trump—whether it’s been his $355 million civil fraud verdict, his criminal trial set for March, or his clean sweep of the...

EPA Shift Threatens Increased Lead Liability for Verizon and AT&T

EPA Shift Threatens Increased Lead Liability for Verizon and AT&T

February 20, 2024 By Alec Vaughan, Capstone Special Situations analyst In early February, the Wall Street Journal continued its steady drumbeat of articles on telecom giants AT&T Inc.’s (T) and Verizon Communication Inc.’s (VZ) installation of lead-sheathed cables...

The Five Fronts of Conflict in the Middle East

The Five Fronts of Conflict in the Middle East

By Daniel Silverberg, co-head of Capstone’s National Security Practice Notwithstanding US strikes against Houthis in Yemen and Iranian proxy groups in Iraq and Syria, this week could see serious movement to reduce conflict in the Middle East.  A US-negotiated...