Macro / Misc. Reports

May 1, 2026

(NVDA, AMD) Congress Adds China Chip Risk, But Trump Likely Wants Flexibility

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Joe Lieber

AMD (US), NVDA (US)
April 29, 2026

Disney (DIS)/FCC: License Loss Extremely Unlikely

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Joe Lieber

DIS (US)
April 28, 2026

(HOOD, BULL, IBKR, CME, COIN, DKNG, FLUT) Prediction Markets: Narrow NDAA Restrictions Are Now the Base Case

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Joe Lieber

BULL (US), CME (US), COIN (US), DKNG (US), FLUT (US), HOOD (US), IBKR (US)
April 27, 2026

Washington Policy Weekly: Reconciliation, California Social Media Ban, Fed Transition, Iran, and Redistricting in Play

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Joe Lieber
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)