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News & Insights

 

 

06.19.2019 | Ben Phillips, CFA

Ultimate Guide to the Section 232 Uranium Tariffs

Following a Section 232 study by the Department of Commerce this report examines the potential affects from tariffs.

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06.19.2019 | Ben Phillips, CFA

Ultimate Guide to the U.S. Space Force

What is the USSF? How would it integrate with the broader military? What companies could benefit?

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03.24.2019 | Ben Phillips, CFA

Policy Focus: Home Health Reimbursement

New rules passed in October 2018. The new payment rates and methodologies are expected to be in place for fiscal year 2020.

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03.19.2019 | Ben Phillips, CFA

Ultimate Guide to Value Based Reimbursement

With skyrocketing costs, healthcare reimbursement is changing to a “Value Based” system.

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03.17.2019 | Ben Phillips, CFA

Fossil Fuel & Energy Infrastructure

The Trump administration campaigned on rolling out new energy infrastructure. Which industries are benefiting?

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03.10.2019 | Ben Phillips, CFA

Affordable Care Act & Value Based Reimbursement

ACA continues to be a significant policy. What's the current opportunity and recent relative returns?

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02.12.2019 | Ben Phillips, CFA

Ultimate Guide to Investing in Sports Betting

Overview of the policy, the size of the market opportunity, the investment case and timing.

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02.10.2019 | Ben Phillips, CFA

Ultimate Guide to U.S. Infrastructure

In-depth overview of the policy, the size of the market opportunity, the investment case and timing.

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01.03.2019 | Ben Phillips, CFA

The Ultimate Guide to Investing in Defense

In-depth overview of the policy, the size of the market opportunity, the investment case and timing

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01.03.2019 | Ben Phillips, CFA

The Ultimate Guide to Investing in 5G Technology

In-depth overview of the policy, the size of the market opportunity, the investment case and timing

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