Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Sector: Finance
Strategy’s Bold Bitcoin Bet: CFRA’s Deep Dive into MSTR’s 42/42 Capital Plan
Fundamental, Research
MSTR has gone all-in on Bitcoin. CFRA breaks down the mechanics behind its $71B crypto bet, the 42/42 capital plan, and the risks that could make or break this high-beta stock.
Read more
Which Canadian Banks Will Win Abroad? A 2025 Outlook
Fundamental, Research
Explore which Canadian banks are poised to thrive abroad and which face headwinds as international expansion accelerates.
Read more
2025 Bank Stress Test Results: Key Takeaways & Winners Among Super Regional Banks
Fundamental, Research
Discover why all 22 banks passed the 2025 stress test and which super regionals stand to benefit the most from eased capital requirements.
Read more
AI Agents, Lower Costs, and the Insatiable Demand for Computing
Fundamental, Research
Explore why compute spending is on track to surpass $1 trillion by 2028 and which companies are best positioned to benefit.
Read more
Private Equity Flywheel Slows in 2025 as Monetization Risks Mount
Fundamental, Research
This report examines the deceleration of the private equity flywheel, highlighting the downstream effects on ALT firm monetization, fundraising, and exit strategies in 2025.
Read more
Fiscal Risk & Market Implications from Moody’s U.S. Credit Rating Downgrade
Fundamental, Research
This report analyzes the market impact of Moody's U.S. credit downgrade, rising national debt, and the looming wave of Treasury issuance.
Read more