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.
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...
Section 232 Could Sink US Port Revenues
May 20, 2025 By Andrew Gier, CFA, Head of Capstone's Trade Practice Capstone believes that tariffs on China and Section 232 tariffs on heavy...
A Fractured Front: Why the US-Iran Negotiations Will Stall
May 2, 2025 By Daniel Silverberg, co-head of Capstone’s National Security practice The White House MAGA-versus-hawks fight was on full display after...
Policymaker Interest in Healthcare AI Heats Up
April 30, 2025 By Grace Totman, Co-Head of Capstone's Healthcare Practice Capstone believes that scrutiny of artificial intelligence (AI) in...
President Trump’s Tariffs Have Shocked the World. What Now?
April 7, 2025 By Andrew Gier, Head of Capstone’s Global Trade & Tariff Practice I'm going to go out on a limb and guess that most people reading...
Expect More Policy-Driven Volatility from Reciprocal Tariffs
April 4, 2025 By Alec Vaughan, Capstone Special Situations Analyst While there is room for negotiation to reduce the reciprocal tariffs imposed by...
Data Centers, Geopolitics, and Other Emerging Trends from CERAWeek
March 25, 2025 By Daniel Silverberg, Head of Capstone's Corporate Practice Capstone was on the ground at CERAWeek—the world's premier energy...
Swinging for the Fences: The EPA’s Gamble on Environmental Policy
March 17, 2025 By Walker Livingston and Charlotte Jenkins, Capstone Energy Analysts Above, where seated in his tower,I saw Conquest depicted in his...
The Rules of Trump’s Trade War
March 10, 2025 By Andrew Gier, CFA, Head of Capstone’s Global Trade Practice Since President Trump took office, Capstone has received a flood of...
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