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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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Oil & Gas: What to Watch in May

Oil & Gas: What to Watch in May

Policy, Research
In May we take a look at biofuels and the outlook for oil & gas mergers...
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[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

Policy, Research
The FTC is proposing to ban Meta Platforms (META) from monetizing data...
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Automobiles: Auto Sales Slump Could Be Precursor to Production Cuts

Automobiles: Auto Sales Slump Could Be Precursor to Production Cuts

Fundamental, Research
Last year, U.S. new vehicle sales hit their lowest level since 2011...
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First Republic: A Few Thoughts Following its Failure

First Republic: A Few Thoughts Following its Failure

Fundamental, Research
FRC’s failure marks the second largest banking failure...
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Lowry Market Trend Analysis Week Ending April 28, 2023

Lowry Market Trend Analysis Week Ending April 28, 2023

Research, Technical
The market likely remains vulnerable to further downside...
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IRA Update: Odds of Near-Term Changes Low

IRA Update: Odds of Near-Term Changes Low

Policy, Research
Odds of material changes to IRA before 2025 remain small...
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[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

Policy, Research
Ninth Circuit Court of Appeals’ decision to largely uphold the...
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[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

Policy, Research
No relief for PBMs [CVS (CVS), Cigna (CI),...
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[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

Policy, Research
Senate Majority Leader Chuck Schumer (D-NY) announced...
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