US_federal
Two Utah Monuments Shrank 90 Percent. Watch September 11, Not July 13.
Two proclamations, 121,096 acres and 181,541 acres, one 60-day countdown that reopens uranium and copper ground to claims. Here is what actually changes, and when.
Michael A. Gayed, CFA
Founder of Lead-Lag Media and Publisher of The Lead-Lag Report. Five-time Dow & Founders Award winner. Host of the Lead-Lag Live podcast.
international_uk
Britain Just Stopped Naming Its Short Sellers. Here's Who Wins.
A new FCA regime scraps public short-seller naming for UK stocks, keeps private reporting intact, and quietly makes London a more workable place to trade.
international_canada
Canada's New Drug Reliance Order Echoes a 2019 Oncology Experiment
Health Canada's new order to rely on FDA and EMA drug decisions has a real precedent: Project Orbis, whose peer-reviewed results now offer a preview of what to expect.
US_federal
A Chemical Plant in Philadelphia Just Got a Two-Year Reprieve From the EPA
Regulatory relief for 20 Annex I facilities pushes compliance costs out, and AdvanSix's Frankford plant is on the list.
US_federal
A Sterilizer Got a Two-Year Waiver From the EPA. The Market Noticed.
Sotera Health's stock has doubled off its spring low since a presidential proclamation quietly rewrote the compliance clock for its Sterigenics unit.
International
Canada's Mad Cow Rules Are 25 Years Old. Ottawa Just Started Unwinding Them.
A CFIA proposal to loosen Canada's feed ban turns rendering waste into revenue, and Darling Ingredients already owns the facilities that stand to benefit.
State Regulation
Delaware Just Extended Its Corporate Monopoly Into Digital Assets
The state that already owns two-thirds of Fortune 500 charters wrote a stablecoin and custody law aimed at owning crypto's back office too
Trade Policy
Washington Chose Talks Over Tariffs on Jets. RTX Still Booked the Cost.
Commerce found aerospace imports risk national security, then Trump chose negotiation over tariffs, with a 180-day clock and tariff authority explicitly reserved.
Deregulation
The SEC Wants to Make IPOs Great Again. Here's Who Cashes the Check.
Chairman Atkins' 2026 regulatory agenda and Monday's IPO roundtable target the 50 percent collapse in U.S. public companies. The listing venues stand to benefit first.
Regulatory
The EEOC Just Tore Up a 46-Year Rule, and the Data Says Not So Fast
The EEOC just rescinded its 1979 affirmative action guidelines. The 2025 revocation of EO 11246 already showed what comes next, and it isn't what the headlines suggest.
Deregulation
A No-Action Letter Just Opened the World's Biggest Crypto Market to U.S. Traders
The CFTC's May 29, 2026 order lets Coinbase route American clients into global perpetual futures for the first time, but the relief is staff-level and already under legal attack.
Deregulation
The NRC Just Rewrote the Reactor Rulebook. Uranium Is the Trade.
A 553-page NRC proposal to double license-renewal terms and streamline reactor siting turns uranium exposure from a story stock into a structural sector call.