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What to Watch: The PBM Handoff
The issue is not whether PBMs face scrutiny. They already do. The question is whether settlements that look like closure become the map for the next…
Jul 1
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Laws of Capital
June 2026
The Remedy Chain Reaction
How settlements can create the next market event after the headline is priced.
Jun 24
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Laws of Capital
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Case Brief: Boeing and the Lawsuit Hidden Inside the Turnaround Story
Boeing’s securities appeal asks when a post-crisis recovery story stops reassuring the market and starts becoming plaintiff evidence.
Jun 18
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Laws of Capital
What to Watch: When Pricing Software Becomes Antitrust Evidence
The market should not fear every pricing algorithm. It should worry when pricing power is built on competitors’ data.
Jun 9
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Laws of Capital
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Case Brief: Takeda’s $885 Million Verdict Shows the Afterlife of a Settlement
A 2014 patent settlement just produced an $885 million verdict. The warning for pharma investors is that some “settled” generic fights may still have a…
Jun 2
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May 2026
What to Watch: The Grid Was Aging. AI Gave Utilities a Better Argument to Get Paid
AI did not create the grid bill. It may make the bill easier to justify.
May 26
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Laws of Capital
What to Watch: Congratulations, Your Deal Is Still Not Done
The risk is not that state AGs can challenge deals. They always could. The risk is that federal approval may be becoming a weaker signal of closing…
May 21
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Laws of Capital
Case Brief: Why Arm’s FTC Probe Matters More Than It Looks
The real issue is not chip licensing. It is whether Arm can keep the valuation of neutral infrastructure while becoming a more interested player in the…
May 19
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Laws of Capital
What to Watch: Zillow, Redfin, and the Platform Partnership Risk
A rental-listing antitrust case survived dismissal. Was Zillow’s Redfin deal syndication, or a paid exit from competition?
May 13
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Laws of Capital
Case Brief: What’s at Stake in Musk v. Altman
Behind the billionaire drama is a harder question: can OpenAI’s founding mission become a legal limit on private AI wealth?
May 9
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Laws of Capital
Does This Matter? The SEC’s Reporting Proposal Is a Trust Test Before Trouble Arrives
The SEC’s rule is only a proposal. The market question is what happens if companies get the choice to report less.
May 6
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Laws of Capital
Union Pacific / Norfolk Southern: The $85 Billion Conditions-Risk Trade
Investors may be watching whether the rail merger gets approved. The sharper question is whether approval comes with conditions that change the…
May 2
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Laws of Capital
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