★ Daily Intelligence Briefings (DIBs)CommoditiesServices Cannabis Sector Hits Some Hurdles, but Expansion Continues Below the Surface Cannabis stocks have slid recently on weakening expectations and rough earnings reports. However, much more is happening below the surface.…McAlinden Research PartnersApril 16, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Investor Appetite for Saudi Stocks and Bonds Reach an All-Time High Saudi Arabia is once again a darling of EM investors this year. Excitement about Mohammed Bin Salman's Vision 2030 reform…McAlinden Research PartnersApril 11, 2019
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Commodities Agricultural Commodities are Poised to Surge; MRP Adds a New Theme A catastrophic flood has destroyed millions of units of crops and livestock in the Midwest United States, setting the stage…McAlinden Research PartnersApril 4, 2019
⚑ Joe Mac's ViewpointsCommoditiesMarkets Joe Mac’s Market Viewpoint: Time for Gold A month into the new year, things seem a bit more upbeat than they did at the close of 2018…McAlinden Research PartnersMarch 29, 2019
↺ Theme AdjustmentsCommodities Theme Suspension: Long Steel MRP added LONG Steel as an investment theme on December 23, 2016, based on the rationale that the surprise election…McAlinden Research PartnersMarch 20, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Global Disease Outbreak Pushes Hog Prices Higher, Setting Up Bumper Profits for Some Producers Hog Prices are Soaring on concerns that a deadly virus that has hit the world’s largest producers of pork products…McAlinden Research PartnersMarch 14, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Crude Keeps Climbing on Sliding Supply and New Disruptions As global crude inventories have begun trending downward, a prolonged bull run, at least through mid-year, seems more and more…McAlinden Research PartnersMarch 12, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Lithium Prices Are Rebounding and Water Worries May Push Them Even Higher Lithium prices have seen a strong rebound thus far in 2019, largely due to a mostly positive earnings season for…McAlinden Research PartnersFebruary 26, 2019
★ Daily Intelligence Briefings (DIBs)Commodities The Upcoming Copper Mining Boom Rising demand for clean energy means more solar panels, wind turbines, EVs, and large-scale batteries. It also means more demand…McAlinden Research PartnersFebruary 21, 2019
★ Daily Intelligence Briefings (DIBs)Commodities US Farm Bankruptcies Have Spiked, Threatening Other Agricultural Supply Chains U.S. farmers are filing for bankruptcy at levels not seen for at least a decade due to trade tariffs, falling…McAlinden Research PartnersFebruary 7, 2019