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.
TikTok, Apple, Google, and The Growing Clash Between Antitrust and National Security
March 18, 2024 By Ian Tang, Capstone Tech, Media, and Telecommunications Analyst The latest effort by Congress to address perceived national...
How Medicare Advantage Political Support is Shifting
March 11, 2024 By Grace Totman, co-head of Capstone’s healthcare practice Medicare Advantage, the privatized version of Medicare, has experienced...
The Narrowing Path to a Congressional Tax Package and Why it’s Still Likely
March 4, 2024 By Hunter Hammond, Capstone Congressional Analyst In our experience, major congressional deals are often only struck in the 11th hour,...
Exploring a Biden Sequel
February 26, 2024 By Thomas Dee, Capstone’s Head of Research & Strategy Much of the political buzz recently has been about former President...
EPA Shift Threatens Increased Lead Liability for Verizon and AT&T
February 20, 2024 By Alec Vaughan, Capstone Special Situations analyst In early February, the Wall Street Journal continued its steady drumbeat of...
The Five Fronts of Conflict in the Middle East
By Daniel Silverberg, co-head of Capstone’s National Security Practice Notwithstanding US strikes against Houthis in Yemen and Iranian proxy groups...
More Art than Science? The Growing Influence of Politics in Carbon Accounting
January 29, 2024 By Josh Price, Capstone Energy Analyst Earlier this week, Christopher Nolan’s acclaimed movie Oppenheimer—which depicts the true...
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...
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...
Contact Us