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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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Sector Watch: Digestion

Sector Watch: Digestion

Fundamental, Research
Year to date (YTD) through July 3, the S&P 500 jumped 16%, accompanied by...
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Real Estate/REITs: The Power of Sub-Industry Selection

Real Estate/REITs: The Power of Sub-Industry Selection

Fundamental, Research
We think investors can find attractive investment opportunities..
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U.K. REITs: Assessing the Impact of Interest Rate Hike

U.K. REITs: Assessing the Impact of Interest Rate Hike

Fundamental, Research
U.K. REITs have underperformed in the equity market...
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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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Large U.S. Banks: Second Quarter 2023 Earnings Preview

Large U.S. Banks: Second Quarter 2023 Earnings Preview

Fundamental, Research
Large U.S. Banks: Second Quarter 2023 Earnings Preview
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Oil & Gas E&P: The Best Stewards of Capital Among the Crude Oil Names

Oil & Gas E&P: The Best Stewards of Capital Among the Crude Oil Names

Fundamental, Research
Oil & gas producers have filed their 2022 annual reports...
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