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Explore Our Latest Operations and Observations

Dec 5, 20243 min read

What We Learned This Week

GLP-1 Rivalry Heats Up: This week marked a pivotal moment in the GLP-1 weight loss drug space as results from the first head-to-head...

Nov 27, 20242 min read

Trump Takes a Moderate Approach to Treasury Leadership: We received news this week about the final major cabinet position in the incoming...

Nov 21, 20243 min read

Retailers Brace for Tariffs: As retailers share their quarterly results, many are preparing for the possibility of stricter trade...