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...
The Strategic Shift: Why US-China Policy Will Shift to More Subtle Posturing
By Elena McGovern Introduction Capstone believes the Biden administration’s policy toward China in 2024 will double down on making necessary but underappreciated investments to confront China economically and militarily, all while seeking to carefully avoid ratcheting...
America’s Chance to Blunt China’s Encroachment | WSJ Opinion
Offering better investment terms to developing countries is essential to prevent Beijing from controlling the supply of important natural resources. By: Daniel Silverberg and Elena McGovern This opinion piece was originally published by The Wall Street Journal...
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...
