Why Congress Will Pass a Tax Extenders Package and Appropriations Bills
January 22, 2024 By Hunter Hammond, Capstone lead Congressional analyst Despite the chaos, gridlock, brinksmanship, and general weirdness demonstrated by this Congress in the past year, we contend that at its core, the Congress is operating normally by recent...
Value for Who? Why Home Health Providers Will Struggle in Future Value-Based Care Models
January 16, 2024 By Wylie Butler, Capstone Healthcare Analyst Last week’s JP Morgan Healthcare Conference in San Francisco revealed three overwhelming sentiments among healthcare companies, investors, and industry leaders: a consensus that deal flow will pick back up...
Five Underappreciated Near-Term Foreign Policy Developments
January 8, 2024 By Daniel Silverberg and Elena McGovern, co-heads of Capstone’s National Security Team While the Middle East boils, fueled by the ongoing war in Gaza, the Biden administration remains focused on longstanding strategic challenges posed by...
2024 Preview: Biden’s Battles Before the War
By Thomas Dee, CFA, Capstone’s Head of Research and Strategy Two policy stories will dominate 2024. The first, of course, is that 2024 is an election year. Biden will end 2023 with an average approval rating of 39%, the lowest of any of the last seven...
