R&D Share sources for policy analysis and equity/industry research, and discuss methodologies for quantifying policy risk and development of investment strategies.
Fiscal events (taxes and spending) Potential changes to federal tax code (changes in rates and/or treatment) and appropriations, analysis of actual likelihood vs. market perception, impact on various sectors, and related investing strategies.
Legislation (non-fiscal) Enactment/repeal of pending or proposed legislation, analysis of actual likelihood vs. market perception, impact on various sectors, and related investing strategies.
Regulatory decisions Looming regulatory decisions, analysis of actual likelihood vs. market perception, impact on various sectors, and related investing strategies.
Monetary policy Major decisions made by (or impacting) the Federal Reserve, analysis of actual likelihood vs. market perception, impact on various sectors, and related investing strategies.
0
0
Court Outcomes of Supreme Court cases and judicial appointments, analysis of actual likelihood vs. market perception, impact on various sectors, and related investing strategies.
Other things This is a forum for discussion of events we have no plans to build products around (elections, sports, etc.), but which may nonetheless be of interest to the community, if only for comparative analytical purposes.