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, congressional Democrats and staff worked furiously on...
What a Republican-led House Would Mean for US Foreign Policy
By: Daniel Silverberg, Head of Capstone's Corporate Practice and National Security Team November 13, 2022 - The surprising election result this past...
The Double-Edged Sword of Pandemic Mortgage Market Relief
By: Makenzy Mohrman, Capstone Financial Services Analyst November 6, 2022 - Nothing in life is free, a lesson we expect the mortgage industry will...
The Coming Scrutiny of Overseas Investment
By: Thomas P. Feddo, Senior Adviser and Elena McGovern, Head of Private Markets October 30, 2022 - The era of China’s openness is coming to a close....
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...
Looming Disruptions to the Business of Higher Education
By: Keegan Ferguson, financial services analyst October 9, 2022 - The Biden administration’s student loan relief plan is just one proposal in a...
Why Privacy’s New Magic Words are Finally Resonating with Policymakers
By: Ian Tang, tech, media, and telecommunications analyst October 2, 2022 - The average internet user today assumes, recognizes, and grudgingly...
Expanding Loan Program Presents Opportunities for EV Manufacturers
By: Jack Dearing, energy analyst September 24, 2022 Capstone believes the expansion of the Department of Energy's (DOE) Advanced Technology Vehicle...
The Clash Over Government Funding and the Path Forward for Permitting Reform
By: Josh Price, Capstone energy analyst September 25, 2022 - These days, bipartisan deal-making is rarely without a dose of requisite last-minute...
