October 14, 2024
Trump Tariff Scenarios
We want to offer a competing view to some comments in a recent CNBC.com article highlighting that tariffs by President Trump may come sooner than expected if he wins in November. We, in fact, think…
October 11, 2024
Cannabis Update: Take Tilray’s (TLRY) CEO’s Comment with a Grain of Salt
Despite comments during an earnings call yesterday by Tilray’s (TLRY) CEO, who said with regard to the two presidential candidates and the elections that “something will happen in regards to Federal legalization, whether it’s medical…
October 10, 2024
Potential Top Officials in a Harris Administration
With our view that the odds slightly favor Vice President Kamala Harris winning the presidency in November (see here), we offer a comprehensive list of potential candidates for key Cabinet and other important positions below. …
October 8, 2024
Slight Advantage for Harris
With less than a month until Election Day, we view Vice President Kamala Harris as having a slight edge over Donald Trump. The House is likely to be controlled by whichever party wins the presidency,…
October 8, 2024
Highway Spending Projections
Late last Friday, the Congressional Budget Office’s (CBO) released a report titled, “Baseline Projections for the Highway Trust Fund Accounts”, detailing estimated spending for highways and transit through 2034. We have attached the report here…