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News & Insights

 

 

06.04.2018 | Ben Phillips, CFA

Regulation is Slowing the Trucking Industry

Regulation has decreased the attractiveness of driving and caused drivers to leave the trucking industry. What are the impacts?

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05.29.2018 | Ben Phillips, CFA

Research Vlog: What to Watch This Summer

Check out this week's research vlog discussing 3 of our top non-consensus market views.

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05.29.2018 | Ben Phillips, CFA

3 Non-Consensus Views to Make You Think

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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05.18.2018 | Ben Phillips, CFA

Trump’s Prescription Drug Plan

Policy Chatters analyze policy-related information and documents in a new light utilizing software to form word clouds from speeches, budgets, and legislation.

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05.16.2018 | Ben Phillips, CFA

EventShares 2Q'18 Policy Tracker

The EventShares Policy Tracker is a summary of the current policies, legislation, and regulations we are monitoring in Washington D.C. Click to download the report.

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05.16.2018 | Ben Phillips, CFA

Drug Distributors Take Heat for the Opioid Crisis

We’ll be monitoring legislation over the coming months, looking for movement from Washington D.C. on the opioid issue.

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05.14.2018 | Ben Phillips, CFA

Research Vlog: Tech Stocks & Data Regulation

Check out this week's research vlog discussing tech stocks, data regulation, and pending regulation.

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05.14.2018 | Ben Phillips, CFA

Social Media Giants At Risk

So far, Congress has adopted a self-regulation stance, which has allowed tech firms to flourish. Is the end in sight?

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05.09.2018 | Ben Phillips, CFA

3 Hidden Policy Investing Resources

Media coverage often gives off the impression of a chaotic U.S. policymaking process in Washington D.C. So, where can investor turn?

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05.07.2018 | Ben Phillips, CFA

What to Watch for in the West Virginia Primary

West Virginians head to the polls on May 8th to select a Republican challenger for Senator Joe Manchin (D-WV) in this fall’s midterms.

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05.07.2018 | Ben Phillips, CFA

Research Vlog: North Korea & Defense Stocks

Check out the research video blog from this week discussing North Korea, denuclearization, and defense stocks.

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05.07.2018 | Ben Phillips, CFA

Research Vlog: Commodities & Congress

Check out the research video blog from this week discussing ethanol, oil refiners, and agriculture news.

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05.07.2018 | Ben Phillips, CFA

Research Vlog: NAFTA

Check out the research video blog from this week discussing NAFTA update and impacted sectors and companies.

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05.07.2018 | Ben Phillips, CFA

Research Vlog: Paul Ryan's Departure

Check out the research video blog from this week analyze Paul Ryan's announcement of leaving Washington.

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05.07.2018 | Ben Phillips, CFA

North Korea Summit Prompts Defense Stock Selloff

Investors began selling defense stocks in anticipation of a denuclearized North Korea as soon as the headlines were released.

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05.03.2018 | Ben Phillips, CFA

How to Sell Policy Investing to a Skeptic

All roads lead to Washington D.C. the hub of U.S. policy making. But how can you sell policy investing to a skeptic?

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05.03.2018 | Ben Phillips, CFA

Research Vlog: China Tariffs

Check out the research video blog from this week analyze china tariffs, 2018 Farm Bill, and Opioid Crisis.

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05.03.2018 | Ben Phillips, CFA

Research Vlog: Congress & Healthcare

Check out the research video blog from this week analyze the changing healthcare sector and Washington D.C.'s influence.

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