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Capstone Resources for Journalists
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.
Capstone In the News
New York Times: Trump Raises TikTok’s Hopes for a Rescue in the United States
Reuters: US renewable fuel credits rally to multi-month highs despite Trump reelection
CNN: Here’s how Biden is averting a spike in Medicare drug plan premiums
Politico Pro: 3 questions on Medicare’s big drug price news
Politico’s E&E News: Why clean energy boosters are watching the Fed
Politico Pro: Court slams EPA’s RFS waiver denials
Politico’s E&E News: Consumer and business spending on clean tech soar under Biden
Stat News: Medicare scrambles to keep prescription drug plan premiums stable ahead of elections
Capstone Special Reports
The Two Faces of Education Policy: Why the Education Industry Will See Elevated Regulatory Activity and the Risks and Opportunities it Will Present
The FCC’s Closing Window: Why Regulators Will Double Down on Their Agenda
Providers Under Pressure: Why Healthcare Providers Will Feel the Heat, and How Relief May Emerge
Insurance Industry on the Regulatory Spotlight: Why Regulators Will Have a Heavier Hand in the Sector and the Opportunities and Risks it Will Bring
Caught in the Middle: Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods
The Strategic Shift: Why US-China Policy Will Shift to More Subtle Posturing
2023 State & Local Government Preview
Capstone believes 2023 will be a volatile period for the finances of some states and their local government instrumentalities, despite being past the worst of the COVID-19 pandemic. Generally, states are entering the 2023 calendar year in financially good shape, which gives them a degree of breathing room, but also masks looming financial risks that could adversely impact their budgets during the next few years.
2023 Chinese Tech Preview: China’s Heavy Hand a Boon to Innovation in the State
Capstone believes heavy-handed state regulation of China’s tech industry is here to stay, despite broader market expectations that the government’s crackdown is near its end. In 2023, China will set and enforce policies that require technological development and innovation to occur hand-in-hand with the state.
US-China Tech Tensions: How the US will Freeze Out China in 2023
Biden Administration to Build Momentum for Export Controls Multilateral Agreement, Face Pressure to Act on TikTok By JB...
The Edge of the Cliff: Why the Potential Fiscal Crisis Will Drive Healthcare Policy
Capstone believes Congressional healthcare policy in 2023 will be cliff-driven as lawmakers look to stave off a series of cuts facing providers, hospitals, and home health facilities. In this note, we walk through each fiscal cliff and the resulting impact of action (or inaction).
Energy Preview: Why Global Energy Concerns Will Spur Opportunities
Capstone believes the favorable policy backdrop for energy will accelerate at the state, federal, and global levels in 2023 amid global concerns over climate change, energy reliability, and energy affordability. In this report, we unpack the policy themes at each level of government that we expect to drive this trend.
Social Media Preview: Regulators Will Bite and the Scars They’ll Leave
California Data Breach Lawsuits, Section 230 Decisions, Privacy Laws to Create Headwind for Meta, Amazon, Google By J.B....
Capstone Press Releases
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Cordell Eddings
Phone: 202-350-4700
Email: [email protected]
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