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First Republic: A Few Thoughts Following its Failure

First Republic: A Few Thoughts Following its Failure

Fundamental, Research
FRC’s failure marks the second largest banking failure...
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Lowry Market Trend Analysis Week Ending April 28, 2023

Lowry Market Trend Analysis Week Ending April 28, 2023

Research, Technical
The market likely remains vulnerable to further downside...
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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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[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

Policy & Legal, Research
No relief for PBMs [CVS (CVS), Cigna (CI),...
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[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

Policy & Legal, Research
Senate Majority Leader Chuck Schumer (D-NY) announced...
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Lowry Weekly ETF Commentary

Lowry Weekly ETF Commentary

Research, Technical
Evidence has yet to lend credence to bottom fishing for beaten-down small caps...
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ERCOT Reform: House State Affairs Unveils PCM Proposal

ERCOT Reform: House State Affairs Unveils PCM Proposal

Policy & Legal, Research
House State Affairs Committee Chair Todd Hunter(R) rolled out...
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Crypto Crackdown Continues, Congress to Remain on the Sidelines

Crypto Crackdown Continues, Congress to Remain on the Sidelines

Policy & Legal, Research
The SEC brought charges against Bittrex...
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Lowry Weekly Industry Group Commentary Week of April 20, 2023

Lowry Weekly Industry Group Commentary Week of April 20, 2023

Research, Technical
It's clear that participation and deman intensity must improve in small-cap segments to improve broad market outlook...
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