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Content Type: Research
What a Fed Rate Pause (Or Cut) Might Mean for U.S. Utilities
Fundamental, Research
We anticipate the Federal Reserve is near the end of its current...
Read moreDurbin 2.0: Senate NDAA & Credit Routing
Policy & Legal, Research
It is déjà vu all over again: Investors should be prepared for noise renewed around...
Read more(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?
Policy & Legal, Research
The recent Wall Street Journal expose’ on the dangers of lead in old, discarded...
Read moreMountain Valley Pipeline: Emergency Petition Filed, Response Due Tuesday, July 25
Policy & Legal, Research
Update on the Mountain Valley Pipeline.
Read moreShockwave (SWAV): No Higher Rates For Now
Policy & Legal, Research
In omitting any narrative discussion of Shockwave’s (SWAV) coronary lithotripsy device..
Read moreFDA Action on Aspartame Unlikely
Policy & Legal, Research
Recent reports that the World Health Organization (WHO) will reclassify aspartame...
Read more[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...
Read moreSector Watch: Digestion
Fundamental, Research
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
Fundamental, Research
We think investors can find attractive investment opportunities..
Read moreU.K. REITs: Assessing the Impact of Interest Rate Hike
Fundamental, Research
U.K. REITs have underperformed in the equity market...
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