Our Insights

Insights

Our work focuses on the financial & business services, energy, healthcare, TMT, and special situations sectors. Our analysts conduct regular deep-dive research to uncover differentiated investment ideas, following threads wherever they lead.

Trade Policy’s Coming Bipartisan Moment

By: Andrew Gier, Capstone Energy and Trade Analyst November 20, 2022 - For much of this year,...
The Underrated Value of Sentiment

The Underrated Value of Sentiment

By: Maxwell Reale, Capstone Managing Director October 16, 2022 - With less than four weeks until the 2022 midterm elections, Capstone has been hard...

FEATURED CHART

Charts of the month