We lay out our views for the 4th quarter, how the midterms could impact policymaking, and how those policies may impact the market.
Overview of the various policymaking bodies to watch if Congress is unable to form a consensus or pass legislation.
Highlighting the past week's top market and policy movements.
California’s utilities are the most impacted from wildfire liability in our view.
Facebook released its 2Q'18 earnings last weeek. We highlight FX, data management, and increased expenses.
The music industry is coming together in support of a congressional effort to modernize music royalty payments.
We trace most of this year’s market volatility back to Trump’s view of how the U.S. should look.
We think holding policy-sensitive stocks across diverse sectors gives investors exposure to policy catalysts.
The benefit of policymaking is that most of the process in the nation’s capital is made public.
The EventShares Policy Tracker is a summary of the current legislation and regulations we are monitoring in D.C. Click to download the report.
The Trump admin continues to focus efforts on dismantling the CFPB. We highlight the impacted companies.
Policy trends occur when changing rules and regulations alter industry dynamics and business models.
While both policy and politics originate in Washington, D.C., they are not equivalent.
We explain changes in within the education industry and highlight impacted companies.
We group policy into four factors: Fiscal, Trade, Regulatory, and Monetary. Only one is closely followed.
Regulation has decreased the attractiveness of driving and caused drivers to leave the trucking industry. What are the impacts?
Check out this week's research vlog discussing 3 of our top non-consensus market views.
With summer and the midterms approaching, we thought it makes sense to review our assumptions and benchmark them against the market.
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