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Research Type: Policy & Legal

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

[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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A Brief Assessment of Vistra/Energy Harbor

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

(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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Oil & Gas: What to Watch in July

Oil & Gas: What to Watch in July

Policy & Legal, Research
In July we check in on court case proceedings regarding Enbridge’s (ENB) Line 5...
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Spring 2023 Regulatory Agenda: Financial Highlights

Spring 2023 Regulatory Agenda: Financial Highlights

Policy & Legal, Research
The Biden administration released its latest semiannual regulatory agenda...
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Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Policy & Legal, Research
We remain skeptical the Securities and Exchange Commission (SEC) will announce...
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Oil & Gas: What to Watch in May

Oil & Gas: What to Watch in May

Policy & Legal, Research
In May we take a look at biofuels and the outlook for oil & gas mergers...
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[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

Policy & Legal, Research
The FTC is proposing to ban Meta Platforms (META) from monetizing data...
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IRA Update: Odds of Near-Term Changes Low

IRA Update: Odds of Near-Term Changes Low

Policy & Legal, Research
Odds of material changes to IRA before 2025 remain small...
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[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

Policy & Legal, Research
Ninth Circuit Court of Appeals’ decision to largely uphold the...
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