Macro / Misc. Reports

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
March 18, 2026

META, GOOGL, RDDT: Section 230 Under Attack in Senate Commerce Committee Hearing

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Joe Lieber

GOOGL (US), META (US), RBLX (US), RDDT (US), SNAP (US)
March 17, 2026

(SNAP, RBLX, GOOGL, META) Kids Online Safety Legislation: Narrow Path Despite Renewed Momentum

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Joe Lieber

GOOGL (US), META (US), RBLX (US), SNAP (US)