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[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns
Policy & Legal, Research
The House Education and Workforce Committee markup of four healthcare bills and the reported...
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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
Fundamental, Research
We think investors can find attractive investment opportunities..
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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
Policy & Legal, 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
Policy & Legal, 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
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
Fundamental, Research
Oil & gas producers have filed their 2022 annual reports...
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Four ETF Trends from the First Half of 2023
ETF & Mutual Fund, Research
Active ETF issuers like JPMorgan, Dimensional, and Avantis had robust...
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Lowry Technical Weekly Sector Commentary Week of July 5, 2023
Research, Technical
Although Technology gets the headlines, the Industrial Sector has been holding...
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