Washington, DC
Our headquarters in the US capital grants us a unique advantage in comprehending and navigating the intricacies of policy and regulatory matters, allowing us to deliver unparalleled insights on how these issues impact your investments and business decisions.
1401 New York Ave NW, Ste 600
Washington, DC 20005
202-449-9862
Our Latest Insights
Data Centers, AI, and the Fierce Arms Race Playing out in State Capitols
June 2, 2025 By Kennedy Nickerson and Josh Price, Capstone energy analysts You can’t talk about energy policy these days without talking about artificial intelligence (AI) and data centers. Considering the vast amount of electricity they can consume, the frenzy makes...
The Coming SLG Boom
May 27, 2025 By Matt Wiederrecht, Head of Capstone's Special Situations Team Capstone believes companies and investors are underappreciating opportunities associated with state and local governments (SLGs) spending—particularly in construction, govtech, and outsourced...
Trump’s Movie Tariff Effort Faces Key Obstacles
May 21, 2025 By Andrew Gier, CFA, Head of Capstone's Trade Practice Capstone believes material obstacles will prevent the Trump administration from imposing tariffs on foreign films, shielding producers and streamers such as Netflix Inc. (NFLX), Walt Disney Co. (DIS),...
