Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
How Material Science Companies are Changing the Industrials Landscape
Material science tech companies are positively disrupting traditional products by melding innovation with sustainability. Equity analyst Ryan Merkel, CFA, explores why two markets—construction and packaging—are ripe for change.
Read moreMonthly Macro with Richard de Chazal—January 2024
Jobs, housing, QT, and the Red Sea. Listen as macro analyst Richard de Chazal examines the current economic indicators, provides context around the potential end to QT, and offers his perspective on a possible Fed pivot, in the first Monthly Macro episode of the year.
Listen to the podcastThree Tailwinds for Earnings This Reporting Season
With corporate earnings season once again upon us, macro analyst Richard de Chazal highlights three areas that he believes helped to support earnings this past quarter: the dollar, pricing power, and productivity.
Read moreWill the Fed End Its QT in 2024?
Richard de Chazal examines another important aspect of the Fed—its balance sheet—and outlines what has motivated the discussion on ending its quantitative tightening (QT) so soon.
Read moreBiotech Breakthroughs—The Revolutionary Potential of Cell Therapy for Autoimmune Disorders
Clinical case studies have sparked significant interest in the use of CAR-T for autoimmune disorders, potentially expanding CAR-Ts’ utility beyond oncology. In this podcast episode of Biotech Breakthroughs, equity research analyst Sami Corwin offers an overview of the known biological underpinnings of autoimmunity and rationale for using CAR-T as a therapeutic, breaks down the CAR-T cell therapy competitive landscape, and analyzes the potential market opportunity for these therapies.
Listen to the podcastConsumers May Expect More Return to Normalcy
William Blair’s Jon Andersen and Phillip Blee discuss pricing trends and what consumers may expect going into 2024.
Read moreThe Battle of Silicon vs. Lithium Metal
The battery industry has been in search of a revolution. While new architectures like Lithium-metal anodes and solid-state designs have received the lion’s share of development, funding, and investor attention, Jed Dorsheimer outlines his contrary thesis of why high-content silicon may deliver the evolution that the battery industry actually needs.
Read moreMonthly Macro with Richard de Chazal—2024 Outlook
Macro analyst Richard de Chazal reflects on the resilient year and expands on his 2024 Outlook’s key themes, including the sticky pockets of inflation, the 3 keys the Fed needs to achieve success next year, Treasury Secretary Yellen’s “Operation Twist” reboot, and more.
Listen to the podcastCell Therapy and Autoimmune Disorders: Expanding CAR-Ts’ Utility Beyond Oncology
Equity research analysts Sami Corwin and Matt Phipps provide an overview of the known biological underpinnings of autoimmunity and the rationale for using chimeric antigen receptor T cells (CAR-Ts) to potentially treat millions who suffer from autoimmune diseases.
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