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[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...
Read moreSector Watch: Digestion
Research, Fundamental
Year to date (YTD) through July 3, the S&P 500 jumped 16%, accompanied by...
Read moreReal Estate/REITs: The Power of Sub-Industry Selection
Research, Fundamental
We think investors can find attractive investment opportunities..
Read moreU.K. REITs: Assessing the Impact of Interest Rate Hike
Research, Fundamental
U.K. REITs have underperformed in the equity market...
Read moreA Brief Assessment of Vistra/Energy Harbor
Research, Policy
We believe that the odds favor Vistra (VST) receiving FERC approval...
Read more(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...
Read moreLarge U.S. Banks: Second Quarter 2023 Earnings Preview
Research, Fundamental
Large U.S. Banks: Second Quarter 2023 Earnings Preview
Read moreOil & Gas E&P: The Best Stewards of Capital Among the Crude Oil Names
Research, Fundamental
Oil & gas producers have filed their 2022 annual reports...
Read moreFour ETF Trends from the First Half of 2023
ETF & Mutual Fund, Research
Active ETF issuers like JPMorgan, Dimensional, and Avantis had robust...
Read moreLowry 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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