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

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

Research, Policy
The House Education and Workforce Committee markup of four healthcare bills and the reported...
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Sector Watch: Digestion

Sector Watch: Digestion

Research, Fundamental
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

Research, Fundamental
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

Research, Fundamental
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

Research, Policy
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

Research, Policy
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

Research, Fundamental
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

Research, Fundamental
Oil & gas producers have filed their 2022 annual reports...
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Four ETF Trends from the First Half of 2023

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

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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