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With Congress in the second week of the lame duck session and as President-elect Trump continues to make headlines, there are several issues important to investors that we want to touch base on, including:   How…

With likelihood growing that Congress focuses on emergency spending and a short-term continuing resolution funding the government into Q1 next year during this lame duck period, we expect that translates to Congress punting on nearly-annual,…

If taken individually, we would expect Tulsi Gabbard, Matt Gaetz and Robert F. Kennedy Jr. all to lose their confirmation battles and either have their names withdrawn for consideration or lose a Senate floor vote….

Investors should keep an eye on whether Texas Lt. Gov. Dan Patrick (R-TX), an opponent of legalizing sports betting, is appointed to a position in the Trump administration, as some reports have speculated given his…

Key Takeaways: We are initially skeptical that Trump’s selection of Robert F. Kennedy Jr. (RFK) to lead HHS can survive Senate confirmation but, if we are wrong, would note that any HHS secretary is constrained…

Key Takeaways:  We still expect nursing homes and their post-acute care REIT landlords to secure a reprieve from the Biden CMS rule imposing minimum nurse staffing requirements on these long-term facilities. However, we see that…

Key Takeaways:   We see the ~60% China tariffs being implemented before the tax cuts are passed and likely within the first 100 days.   We believe there’s a very good chance tax cuts pass…

Key Takeaways: The coordinated release of finalized skin substitute local coverage determinations (LCDs) from all seven Medicare Administrative Contractors (MACs) this morning is largely in keeping with our expectations, with Coloplast (COLOB.DC) seeing the greatest…

Key Takeaways: Following the split market reaction to EXAS [-29%] and GH [+25%] 3Q24 earnings reports last week, and investors looking to the opportunities associated with next generation colorectal cancer (CRC) screening tests Cologuard Plus…

In positive news for DKNG, CZR, MGM and PENN, Louisiana state Rep. Roger Wilder (R) withdrew his bill this morning that would hike taxes on sports gambling from 15% to 51%.  Yesterday, we wrote here…