2026 Political Advertising Outlook
Overview U.S. political advertising is on track for another record in 2026. AdImpact projects the 2025-2026 election cycle will reach $11.6 billion across broadcast, cable, connected TV (‘CTV’), digital, radio, and satellite – the most expensive cycle of all time. This would be ~30% above the prior midterm record of $8.9 billion set in 2022 […]
September 2026: Nuclear Energy – Great Expectations, Long Lead Times
Monthly Utilities Sector Update – Europe, Middle East & APAC What You Need to Know As the Middle East conflict drags on, the rebound in commodity prices has pushed up inflation expectations, triggering violent moves in government bond markets last week. With Brent and WTI jumping back above $100/bbl in September, and Asian LNG […]
Looking Back at Fifty Years of Automotive Headlines
Las Vegas Auto Symposium 2026 50 Years In Las Vegas The Gabelli Automotive Symposium celebrates its 50th year in Las Vegas at Encore at Wynn November 2 and 3, 2026. Held contemporaneously with the Automotive Aftermarket Products Expo (AAPEX) and the Specialty Equipment Market Association (SEMA) conventions, we know of no other investor conference that […]
“Forever Chemicals” 2026 Update
PFAS Overview On April 10, 2024, for the first time ever, the EPA issued limits for per- and polyfluoroalkyl substances (PFAS), the “forever chemicals,” in drinking water, and shortly after, designated select PFAS compounds as hazardous substances. Public systems have until 2027 to finish initial monitoring; however, under a 2026 proposal, systems can request […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
August 2026: 1H 2026 results mostly meet or beat in Europe, guidance confirmed or raised What You Need to Know Last Friday, the Iran war reached its six-month mark, and while oil flows through the Strait of Hormuz have improved, they remain at roughly half of prewar levels. Commodity prices are therefore still elevated — […]
The Listed Sports Platform: Alternative Models of Public Sports & Entertainment Ownership
Introduction: Alternative Models of Listed Sports & Entertainment Ownership While our prior work has focused primarily on the major U.S. sport leagues, as well as more traditional single-club listed European teams, the public-market opportunity in sports extends well beyond these familiar ownership models. Professional sports ownership has long been associated with scarcity, prestige and attractive […]
Initiation Of European Electricity Networks
Wired For Growth – How Bond Proxies Become Growth Engines in Europe’s Electrification Drive Critical Grid Infrastructure For Europe’s Electricity Flows Electricity begins its journey to end customers at power plants, where it is generated from a variety of sources such as coal, gas, nuclear, wind, or solar. At this stage it is produced […]
Farnborough and Eurosatory Trade Show Highlights
What We Have Learned from Our Meetings Farnborough International Airshow Highlights The Farnborough International Air Show, the largest aerospace & defense tradeshow in the world, was held July 20-24 this year at Farnborough International Exhibition and Conference Centre, Hampshire, UK. Over 100,000 participants attended, ranging from OEMs to suppliers to A&D investors. The Farnborough Air […]
5 Reasons to Invest In Aerospace and Defense – Update: August 2026
LtCol Tony Bancroft, USMCR – Update: August 2026 The aerospace & defense sector remains at a multi-year inflection point. Surging global defense budgets, persistent commercial aviation demand amid production constraints, technological modernization, resilient aftermarket economics, and ongoing industry consolidation continue to create compelling long-term opportunities. LtCol Tony Bancroft, USMCR (Ret.), Portfolio Manager of the Gabelli […]
Iranian Tit for Tat: Missile Costs and U.S. Restocking Dynamics
Iranian and U.S. Missile Costs What is the current situation in the Strait of Hormuz? The United States and Iran continue to confront one another over control and security in the Strait of Hormuz. On Monday, 20 July, two Greek oil tankers attempted a nighttime transit through the Omani coastal passage. Despite U.S. air cover […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
July 2026: Upward pressure on gas and power prices provides support for Utilities in 2H 2026 What You Need to Know The breakdown of the Middle East ceasefire and the renewed closure of the Strait of Hormuz in July have revived inflationary pressures from rising energy prices and triggered a further increase in interest […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
June 2026: How to Spend it – Power Sector Investment Trends What You Need to Know The US peace deal with Iran has improved investor sentiment for the utilities sector, which had suffered from inflationary pressures driven by rising oil and gas prices since the military conflict began. As a result, utilities in Europe […]