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.
Clinical Labs are Likely to Dodge Planned Medicare Payment Cuts As Congress Steps in Again
Download Read more from Hunter:The Inflation Reduction Act’s Costly Healthcare MistakesHealthcare Pressure Points, Opportunities, and Questions for...
Fertility Market Gets Boost From Trump Administration Guidance
Capstone believes the US fertility market is well-positioned amid increased state and federal action on in vitro fertilization (IVF) policy and...
The Consumers Strike Back: Corporate America’s AI-Driven Conundrum
The rapid advancement of AI and its near ubiquity will have underappreciated consequences for consumer-facing regulated...
Healthcare Billing Vendors Will Benefit from New Regulatory Landscape
Capstone believes investors should focus on four key regulatory dynamics that separate signal from noise in the RCM landscape. Amid regulatory flux...
New California Law Signals a Shift Away from PE Healthcare Ownership Laws
Capstone's PE Scrutiny Legislation Tracker Capstone believes California’s recent passage of a corporate practice of medicine (CPOM) law and...
Texas Grid: Renewables Avoid Worst Case as Regulator Considers Battery Storage
Capstone believes that compliance with firming requirements will eventually be more manageable for the renewable energy industry after the Public...
Texas Remains Favorable for Home Insurers Despite Lawmaker Scrutiny on Rising Rates
Capstone believes that Texas’ broadly favorable regulatory framework will continue to face increased lawmaker scrutiny over rising insurance rates....
Education Monthly: K-12 Funding Streams Will Stabilize Despite Threats of Significant Cuts
On October 1st, the White House issued a "compact" to select universities—a contract that promises institutions preferential treatment in funding in...
Demand for Sustainable Aviation Fuel Gets Support from Stricter Carbon Offset Rules
Key Points: Current SAF volumes represent just 0.3% of the global total jet fuel consumption, constrained by inconsistent policy mechanisms, high...
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