Insights
Access our latest insights & resources
Lowry Market Trend Analysis
Research, Technical
Struggle of price indexes to make headway after highs in November/early December 2022...
Read more
Automobiles: Weak EV Production Rates Suggest Bumpy Road Ahead
Fundamental, Research
Bumpy road ahead for U.S. electric vehicles...
Read more
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...
Read more
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...
Read more
UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”
Policy & Legal, Research
Path forward emerges for MSFT proposed acquisition of ATVI...
Read more
EMEA Luxury Goods: A Play for Recessionary Times
Fundamental, Research
EMEA luxury goods present opportunity in face of potential global recession...
Read more
Old Revenue Is New Again
Forensic, Research
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
Read more
Health Care: MedTech Companies Poised for Widening Operating Margins
Fundamental, Research
Recent earnings calls point to supply chain improvements...
Read more
Johnson & Johnson (JNJ): Texas Two-Step Takes a Spill
Policy & Legal, Research
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
Read more
2023 REIT Outlook: Strong Fundamentals Lead the Way
Fundamental, Research
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
Read more