Macro / Misc. Reports

November 6, 2026

(AMZN, COST, KR, DAL, UAL, JBLU, UBER, LYFT, DASH, CART, WMT, TGT) Surveillance Pricing in the Crosshairs

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Joe Lieber

AMZN (US), COST (US), DAL (US), DASH (US), JBLU (US), LYFT (US), TGT (US), UAL (US), UBER (US), WMT (US)
November 4, 2026

What the Democrat Blue Wave Means for the Markets: Our First Thoughts

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Joe Lieber
November 2, 2026

Democrats Eye House Majority of 15–20 Seats While Also Poised for Senate Majority if Only Temporarily

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Joe Lieber
October 29, 2026

(DKNG, FLUT, HOOD, CME) Prediction Markets: Utah Escalates the Battle as Democrats Prepare to Investigate

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Joe Lieber

CME (US), DKNG (US), FLUT (US), HOOD (US)
October 27, 2026

Democrats Are Closing in on Congressional Control, but Could Fetterman Change the Outcome?

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Joe Lieber
October 19, 2026

Republicans May Have More Support Than the Polls Suggest

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Joe Lieber
October 14, 2026

What a Democratic Congress Would Mean for Wall Street

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Joe Lieber
October 7, 2026

The Investigation Risk: What a Democratic Congress Would Target in 2027

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Joe Lieber
September 28, 2026

Capitol Policy Weekly: Data Center Costs, Stock Trading, Permitting and Chinese Vehicle Imports

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Joe Lieber
September 24, 2026

Senate Election Update: Democrats in the Driver’s Seat

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Joe Lieber