Macro / Misc. Reports

June 17, 2026

(NVDA, AMD, GOOGL, META, CRWV, Anthropic, OpenAI) AI Regulation: State Patchwork, Federal Export Controls, and NDAA Chip Watch

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Joe Lieber and Ben Brolin

AMD (US), CRWV (US), GOOGL (US), META (US), NVDA (US)
June 15, 2026

Political Potpourri: Iran Deal and Potential Delays, USMCA Risks Build, and Shutdown Headlines Loom

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Joe Lieber
June 15, 2026

Capitol Policy Weekly: Compressed Calendar Threatens Reconciliation 3.0, CLARITY, and Tech Policy

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Joe Lieber
June 11, 2026

(RTX, LMT, GD, BAE, BA) Defense Spending Update

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Joe Lieber

BA (US), BAESY (US), GD (US), LMT (US), RTX (US)
June 10, 2026

Trump and the USMCA

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Joe Lieber
June 8, 2026

Capitol Policy Weekly: Reconciliation 3.0, Crypto Tax, Defense Right-to-Repair, and NextNav

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Joe Lieber
June 1, 2026

Capitol Policy Weekly: Reconciliation Distraction, NDAA Tech Watch, Defense Spending and Privacy Preemption

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Joe Lieber
May 26, 2026

(META, GOOGL, SNAP, STUB, LYV) California Ban on Kids Access to Social Media and 10% Cap on Ticket Resale Like to Advance

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Joe Lieber

GOOGL (US), LYV (US), META (US), STUB (US)
May 20, 2026

(STUB, LYV) California Advances 10% Cap on Ticket Resale Markups

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Joe Lieber

LYV (US), STUB (US)
May 18, 2026

Capitol Policy Weekly: Reconciliation, Highway Bill, Crypto, Housing, Gas Tax and E15 in Focus

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Joe Lieber