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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.

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Capstone In the News

Top Industry Insider on Key Healthcare Challenges and Opportunities with Grace Totman

Jul 1, 2024

WSJ: Biden’s Tough-on-China Stance Threatens Green America Push

Jun 18, 2024

WSJ: NATO Gets Serious in the Face of Russia’s Threats

Jun 14, 2024

Bloomberg: Hawaii Unlikely to Pass Bill to Help Utility With Fire Costs

Apr 26, 2024

Washington Post: For the first time, U.S. may force polluters to clean up these ‘forever chemicals’

Apr 19, 2024

Politico Pro: Surprise medical billing law ‘not working the way we want it to work’

Apr 17, 2024

Bloomberg: Hawaiian Electric Hits 40-Year Low Ahead of Maui Fire Report

Apr 16, 2024

WSJ: Steelworkers Push Back Against $14 Billion Deal for U.S. Steel as Vote Looms

Apr 7, 2024

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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.