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.
What Comes Next After the US Strikes on Iran?
July 8, 2025 By Daniel Silverberg and Elena McGovern, Co-Heads of Capstone’s National Security Practice With direct military confrontation among...
FCC’s Years-long Deregulatory Push
June 30, 2025 By Matt Wiederrecht, Head of Capstone's Special Situations Team We believe the Federal Communications Commission (FCC) will kick off a...
Trump, Iran, and the GOP’s Foreign Policy Crossroads
June 16, 2025 By Daniel Silverberg and Elena McGovern, Co-Heads of Capstone’s National Security Team As Israel’s strikes on Iran show no sign of...
Why Foreign Entity Rules Could Upend Energy Tax Credits and More
June 9, 2025 By Charlotte Jenkins and Andrew LaScaleia, Capstone Energy Analysts Since Trump first took office in 2017, his administration and...
Data Centers, AI, and the Fierce Arms Race Playing out in State Capitols
June 2, 2025 By Kennedy Nickerson and Josh Price, Capstone energy analysts You can’t talk about energy policy these days without talking about...
The Coming SLG Boom
May 27, 2025 By Matt Wiederrecht, Head of Capstone's Special Situations Team Capstone believes companies and investors are underappreciating...
Trump’s Movie Tariff Effort Faces Key Obstacles
May 21, 2025 By Andrew Gier, CFA, Head of Capstone's Trade Practice Capstone believes material obstacles will prevent the Trump administration from...
Section 232 Could Sink US Port Revenues
May 20, 2025 By Andrew Gier, CFA, Head of Capstone's Trade Practice Capstone believes that tariffs on China and Section 232 tariffs on heavy...
A Fractured Front: Why the US-Iran Negotiations Will Stall
May 2, 2025 By Daniel Silverberg, co-head of Capstone’s National Security practice The White House MAGA-versus-hawks fight was on full display after...
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