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Content Type: Research
In the TikTok Kerfuffle, Politics Will Win Out over National Security
Research, Policy
Policy to win out over national security concerns in TikTok debate...
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Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook
Research, Fundamental
META to rebound from heavy job cuts in 2023...
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Lowry Mid-Week Commentary Week of March 15, 2023
Research, Technical
Revisitation of previous week's comments reversal and sell-off...
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European Pharma: Top Picks as Growth Slows; New Launches and Core Products are Key
Research, Fundamental
How European Pharma fared versus consensus estimates...
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Hydrogen Update: Will Treasury Exclude Existing Nukes & Renewables?
Research, Policy
We believe 2023 will be a foundational year for clean hydrogen development in the U.S., with two important federal issues on the horizon...
Read moreInteractive Media: Implications of a Potential Tik Tok Ban to Competitors
Research, Fundamental
Some social media companies poised to benefit from potential TikTok ban...
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Glaukos (GKOS): Pipeline Policy Pathway
Research, Policy
Following Glaukos’ (GKOS) earnings report, attention now turns to the regulatory...
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Axonics (AXNX): Competition Coding Questions
Research, Policy
AXNX competitive pressures manageable following AMA disclosure...
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Gas Utilities: The Pilot Light is Beginning to Flicker
Research, Policy
Gas utilities are facing increasing challenges to their rate base growth due to a host of policy factors...
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Growth-Oriented ETFs Diverge Significantly in 2023 After S&P’s December Rebalance
ETF & Mutual Fund, Research
Growth ETF performance can vary dramatically by ETF.
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