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Gas Utilities: The Pilot Light is Beginning to Flicker

Gas Utilities: The Pilot Light is Beginning to Flicker

Policy & Legal, Research
Gas utilities are facing increasing challenges to their rate base growth due to a host of policy factors...
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Growth-Oriented ETFs Diverge Significantly in 2023 After S&P’s December Rebalance

Growth-Oriented ETFs Diverge Significantly in 2023 After S&P’s December Rebalance

ETF & Mutual Fund, Research
Growth ETF performance can vary dramatically by ETF.
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Lowry Market Trend Analysis

Lowry Market Trend Analysis

Research, Technical
Struggle of price indexes to make headway after highs in November/early December 2022...
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Automobiles: Weak EV Production Rates Suggest Bumpy Road Ahead

Automobiles: Weak EV Production Rates Suggest Bumpy Road Ahead

Fundamental, Research
Bumpy road ahead for U.S. electric vehicles...
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States and Utilities Helping Each Other Out

States and Utilities Helping Each Other Out

Policy & Legal, Research
Likely winners from Minnesota’s new law adopting a 100% clean energy mandate by 2040...
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Shockwave (SWAV): Volatility Ahead?

Shockwave (SWAV): Volatility Ahead?

Policy & Legal, Research
No more than 50% odds to CMS forestalling an implied facility cut of 25%+ for SWAV's IVL procedures...
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UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”

UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”

Policy & Legal, Research
Path forward emerges for MSFT proposed acquisition of ATVI...
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EMEA Luxury Goods: A Play for Recessionary Times

EMEA Luxury Goods: A Play for Recessionary Times

Fundamental, Research
EMEA luxury goods present opportunity in face of potential global recession...
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Health Care: MedTech Companies Poised for Widening Operating Margins

Health Care: MedTech Companies Poised for Widening Operating Margins

Fundamental, Research
Recent earnings calls point to supply chain improvements...
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Old Revenue Is New Again

Old Revenue Is New Again

Forensic, Research
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
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