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Joe Lieber
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(VMC, MLM, CRH, ROAD, GVA, STRL, CAT, URI) Highway Bill Outlook: Expect Extensions, but Watch the Deadline
2 days ago
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(NVDA, AMD, BA) Conference Call Takeaways: Trump/Xi Summit
3 days ago
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(META, GOOGL, SNAP, TikTok) AB 1709 Watch: Timeline and Outlook for California’s Youth Social Media Bill
3 days ago
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Capitol Policy Weekly: Trump/Xi Summit, Reconciliation, E15, Warsh, Crypto, and Social Media Stocks in Play
6 days ago
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(META) New Mexico Public Nuisance Remedies Trial Begins – Material Downside Risk and Precedent Implications
2 weeks ago
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(NVDA, AMD) Congress Adds China Chip Risk, But Trump Likely Wants Flexibility
2 weeks ago
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Disney (DIS)/FCC: License Loss Extremely Unlikely
2 weeks ago
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(HOOD, BULL, IBKR, CME, COIN, DKNG, FLUT) Prediction Markets: Narrow NDAA Restrictions Are Now the Base Case
3 weeks ago
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Washington Policy Weekly: Reconciliation, California Social Media Ban, Fed Transition, Iran, and Redistricting in Play
3 weeks ago
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Capitol Policy Weekly: Reconciliation, Warsh, Export Controls, California Social Media in Focus
4 weeks ago
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