Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
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Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand
William Blair macro analyst Richard de Chazal and energy analyst Neal Dingmann discuss how rapid technological advances, shrinking inventories, and relentless demand—especially for natural gas—are reshaping the energy sector, driving new strategies and investment opportunities for the years ahead.
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Economics Weekly: Fed Independence, Fiscal Dominance, and How Government Debt Problems Manifest
In this Economics Weekly, Richard de Chazal discuss the early signs of a shift toward fiscal dominance and the gradual erosion of Federal Reserve independence—developments that carry significant implications for both the economy and the investment landscape.
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Untangling Nuclear’s Supply Chain With Centrus Energy CEO Amir Vexler
Jed Dorsheimer and guest Amir Vexler, CEO of Centrus Energy Corp., dig into the realities of nuclear energy’s comeback, focusing on the supply chain bottlenecks, shifting U.S. policy, and the technical evolution of reactor designs. Their conversation offers a clearer look at how energy independence, market pressures, and new technologies are reshaping the nuclear sector’s future.
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Economics Weekly: Valuations and Bubbles
In this Economics Weekly we again discuss the issue of a stock market bubble, with the view that parts of the market are very richly valued on some measures and market return expectations should be tempered, but today’s market would not yet seem to qualify as a bubble.
