Macro / Misc. Reports

April 20, 2026

Capitol Policy Weekly: Reconciliation, Warsh, Export Controls, California Social Media in Focus

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Joe Lieber

ASML (US), GOOGL (US), META (US), SNAP (US), TOELY (US)
April 17, 2026

(META, GOOGL, SNAP, TikTok) California’s Bipartisan Push to Ban Under-16s from Social Media Clears First Hurdle

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Joe Lieber

GOOG (US), META (US), SNAP (US)
April 15, 2026

Reconciliation 2.0: Defense and Healthcare in Focus

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Joe Lieber
April 13, 2026

Capitol Policy Weekly: Iran, Powell, Trade, and DHS Funding Top the Agenda as Congress Returns

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Joe Lieber
April 10, 2026

(ASML, TOELY, NVDA) New Semiconductor Export-Control Bill, the MATCH Act, Unlikely to Become Law

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Joe Lieber

ASML (US), NVDA (US), TOELY (US)
April 9, 2026

Social Media Litigation and META/GOOGL Potential Valuations

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Joe Lieber

GOOGL (US), META (US)
April 7, 2026

Conference Call Takeaways: (META, GOOGL) Meta and Google and the Risk of Addictive Design and Child Safety Verdicts

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Joe Lieber

GOOGL (US), META (US)
April 2, 2026

Reconciliation Update: A Focus on Defense and Health Care

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Joe Lieber
March 24, 2026

AI Policy: Trump Blueprint Debate; Limited NVDA Export Risk

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Joe Lieber

AMD (US), NVDA (US)
March 23, 2026

Capitol Policy Weekly: Iran Conflict, Farm Aid and Defense Funding in Focus, DHS Shutdown Talks

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Joe Lieber