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(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

Policy, Research
The recent Wall Street Journal expose’ on the dangers of lead in old, discarded...
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Shockwave (SWAV): No Higher Rates For Now

Shockwave (SWAV): No Higher Rates For Now

Policy, Research
In omitting any narrative discussion of Shockwave’s (SWAV) coronary lithotripsy device..
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FDA Action on Aspartame Unlikely

FDA Action on Aspartame Unlikely

Policy, Research
Recent reports that the World Health Organization (WHO) will reclassify aspartame...
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[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

Policy, Research
The House Education and Workforce Committee markup of four healthcare bills and the reported...
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A Brief Assessment of Vistra/Energy Harbor

A Brief Assessment of Vistra/Energy Harbor

Policy, Research
We believe that the odds favor Vistra (VST) receiving FERC approval...
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(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

Policy, Research
While it’s hard to keep all the EU’s anti-Big Tech activities straight...
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Oil & Gas: What to Watch in July

Oil & Gas: What to Watch in July

Policy, Research
In July we check in on court case proceedings regarding Enbridge’s (ENB) Line 5...
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Spring 2023 Regulatory Agenda: Financial Highlights

Spring 2023 Regulatory Agenda: Financial Highlights

Policy, Research
The Biden administration released its latest semiannual regulatory agenda...
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Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Policy, Research
We remain skeptical the Securities and Exchange Commission (SEC) will announce...
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