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- The New World of Higher Interest Rates By: David Barrosse, CEO November 30, 2021 — In the aftermath of the financial crisis, I had the pleasure of working on financial regulation policy issues with Jay Powell when we were both affiliated with the Bipartisan Policy Center (an organization more important now than ever). After his nomination to be a Fed Governor, we […]Learn More
- Two Burgeoning Catalysts from COP26 By: Dhanush Arun November 16, 2021—Walking among the protests and the bustling meetings of the busy city centre in Glasgow earlier at the 2021 United Nations Climate Change Conference (COP26), I was struck by both the palpable sense of excitement and hope in the air that mixed in with a growing but healthy dose of scepticism. The […]Learn More
- Build Back Better Update: Failing Their Way To Success By: Maxwell Reale November 1, 2021 — After a dramatic, frantic—and ultimately anticlimactic—week in Congress, it is clear that Democrats are making significant progress toward passing President Biden’s two major legislative goals—the Bipartisan Infrastructure Deal (BID) and the FY22 Reconciliation Bill (Recon 2). As such, we are revising upward our outlook for the passage of […]Learn More
- Next on the Biden Foreign Policy Agenda: China, the Energy Crisis, Rattled Allies By: Daniel Silverberg, managing director of corporate practice & co-head of the national security team October 28, 2021—In the coming months, the Biden administration will shift its focus from crisis response in Afghanistan toward two key threats: containing China in South and Central Asia and addressing a burgeoning global energy crisis, which could send US gas […]Learn More
- Beyond Power: The Broadening Scope of Greenhouse Gas Policy By: Eric Scheriff October 19, 2021 — Capstone recently held meetings on the policies driving the energy transition with the Biden administration’s Secretary of Energy Jennifer Granholm, Congresswoman Lizzie Fletcher of Houston (D-TX), and sustainability-focused executives from several companies—including First Solar, Delta Airlines, Bloom Energy, Renewable Energy Group, and Hannon Armstrong. The takeaways from these […]Learn More
- Opening up EPA’s PFAS Toolbox: How One Little-Understood Statute Could Be the Key to PFAS Regulation By: Gianna Kinsman October 12, 2021 — As the Biden administration ramps up work to fulfill its campaign promise to control per- and polyfluoroalkyl (PFAS) chemicals, and it becomes clearer that manufacturers of the so-called “forever chemicals” face mounting risk of corporate liability and litigation, much of Capstone’s discussions with clients have centered around two […]Learn More
- Build Back Better’s Path: Better a Diamond with a Flaw Than a Pebble Without By: Maxwell Reale October 5, 2021 — While some pundits may view the previous weeks’ lack of resolution on President Biden’s two major legislative accomplishments—the Bipartisan Infrastructure Deal (BID) and the FY22 Reconciliation Bill (Recon 2)—as a signal for increased pessimism that either efforts will eventually pass, Capstone disagrees. To quickly recap: President Biden and […]Learn More
- The Trouble With China By: David Barrosse, CEO September 23, 2021 — A recent book, The Long Game: China’s Grand Strategy to Displace American Order, makes the compelling case that the Chinese Communist Party (CCP) has been following a systematic plan to exert its influence over the region and the world since the end of the Cold War. The […]Learn More
- The Smartest Insurers in the Room: How Medicare Advantage Insurers Continue to Evade By: Grace Totman August 31, 2021 — In 1997, President Clinton and Republicans championed a new form of Medicare: managed Medicare offered by private insurance companies, an interesting artifact of how far to the left Democrats have moved on health policy. Now known as Medicare Advantage (MA), the program offers beneficiaries enhanced benefits and a […]Learn More
- What the Infrastructure Bill Means for Netflix, Google, and Other Internet Service Providers By Matt Wiederrecht August 18, 2021 — Capstone believes the Senate’s passage of the $1.2 trillion infrastructure bill last week brought us a big step closer towards its becoming law, which we continue to believe has 80% odds of happening. Should it pass, the bill will be meaningfully positive for investors in both major internet […]Learn More
