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.
Consumer Finance 2022 Policy Preview
The CFPB's Looming Regulation Ramp Up Download January 21, 2022 2022 will be an inflection point for federal regulation of consumer finance...
Telecom 2022 Policy Preview
Accelerated Telecom Action & 5g Disputes Download January 25, 2022 The Biden administration and Democrat-led federal agencies are ramping up...
Why a Reconciliation Package Will Still Pass
By: Max Reale January 25, 2022 — President Biden and the vast majority of Congressional Democrats are desperate for a legislative victory on...
Technology 2022 Regulatory Preview
Bigger, Badder, and More Coordinated Tech Regulation Download January 24, 2022 Federal agencies—better aligned and staffed up than last year—will be...
Cryptocurrency 2022 Regulatory Preview
Crypto Clarity and Forced Hands Download January 21, 2022 2022 will be a pivotal year for shaping crypto regulation as the regulatory environment...
Beyond Build Back Better: The Busy Year Ahead
By: Cordell Eddings January 16, 2022 — If you were hoping for a quieter, less contentious, more predictable 2022, we think you'll be disappointed....
Why Companies Are Trapped Between Hostile Political Parties
By David Barrosse January 2, 2022 — There can be little doubt that political polarization is increasing globally. Opinion polls, public voting...
The Coming Second Life of Pipelines in a Decarbonized World
By: Josh Price and Cory Palmer, Capstone Energy Analysts On day one of Joe Biden’s presidency, the United States re-entered the Paris Climate...
From Bubbles to Politics: A Better Science of Prediction
By: David Barrosse, CEO December 15, 2021 — As I have mentioned before, Capstone is in the prediction business. We predict what the future policy...
Charts of the month
Livestock & Poultry Policy: Likely Delays in Looming Regulation to Stave off Threat to Tyson, JBS, Hormel, Other Processors’ Margins
Coming California Net Metering Policy Changes Sets Stage for Storage Growth Despite Near-Term Negatives for Sunrun, Sunnova
Romania’s Upcoming Renewables Scheme to Benefit Nuclear, Solar; 2032 Coal Exit to Accelerate Renewable Energy Buildout
Consumer Finance Earnings Show a Return to Normal Borrowing; Delinquencies are Rising but Remain Below Pre-Pandemic Levels
Big Tech Antitrust: Early Platform Victories to Catalyze and Harden Regulatory Approach as Next Round of Litigation Looms
