Replaying the Trump Card: Exploring Implications of a Trump Second Act
October 9, 2023 By Thomas Dee, Capstone Head of Research and Strategy It’s time to consider the possibility that Donald Trump will be reelected to a second term in the White House. In many respects, such a scenario sounds implausible: only one other president...
Basel III and the Looming Threat to Tax Equity Market and Clean Energy Industry
October 2, 2023 By Thomas Dee, CFA, head of Financial Services, and Eric Scheriff, head of Global Energy The US bank regulators’ recent “Basel III endgame” proposal has drawn rebuke from nearly every corner of the financial services sector – a natural response to a...
Biden’s G20 China Play: Doubling Down on Infrastructure
September 18, 2023 By Daniel Silverberg, Co-head of Capstone’s National Security and Defense Practice The Biden administration made its latest move last week in the great US-China global power game. The strategy: doubling down on infrastructure. Capstone has...Bloomberg: Hawaii and Maui County Blamed for Death in Lahaina Fire Suit
