Our Insights
Insights
Discover the latest insights from Capstone analysts offering perspectives on policy and regulatory issues that we believe investors and businesses underappreciate. Our thought-provoking analyses are designed to empower leaders to navigate complex challenges and drive successful outcomes.
From Nvidia to Naval Drones: How China Competition Could Impact the Campaign Trail
September 2, 2025 By Daniel Silverberg and Elena McGovern, Co-Heads of Capstone’s National Security Practice While media attention remains focused...
The Rule That Could Put Unconventional Driverless Cars on the Road and Shake Up Industry
August 25, 2025 A little-known federal rule, AV STEP, could transform the economics of autonomous vehicles by allowing cars without steering wheels...
From Siloed to Seamless: The New Policy Backdrop of Health Tech Winners and Losers
August 18, 2025 By Eric Schiavone and Grace Totman, Capstone Healthcare Analysts It seems like every few years, there is a burst of excitement about...
US-India Relations Hit a Roadblock (Again)
August 6, 2025 By Alexander Slater, Managing Director American investors and companies that are looking at India as their next big opportunity or an...
The 340B Dilemma: The Power of Vague Law
July 21, 2025 By Angela Lamari, Capstone Healthcare analyst At only eight and a half pages of statute, the federal 340B drug pricing program is a...
What Comes Next After the US Strikes on Iran?
July 8, 2025 By Daniel Silverberg and Elena McGovern, Co-Heads of Capstone’s National Security Practice With direct military confrontation among...
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...
Trump, Iran, and the GOP’s Foreign Policy Crossroads
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...
Why Foreign Entity Rules Could Upend Energy Tax Credits and More
June 9, 2025 By Charlotte Jenkins and Andrew LaScaleia, Capstone Energy Analysts Since Trump first took office in 2017, his administration and...
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