★ Daily Intelligence Briefings (DIBs)Commodities Bearish Lithium News Overestimates Production, Underestimates Demand Up until a few months ago, the general consensus was that lithium markets were dangerously undersupplied. The resulting lithium boom…McAlinden Research PartnersMay 1, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Oil and Energy Will Overcome a Case of Status Quo Bias MRP’s call on crude oil has been contrarian since its inception. Even now, although the West Texas Intermediate (WTI) benchmark…McAlinden Research PartnersApril 17, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy What to Expect from the New Economic Warfare Against Russia MRP’s recent DIBs report on Russia gave an overview of the latest sanctions imposed by the U.S., and what that…McAlinden Research PartnersApril 16, 2018
★ Daily Intelligence Briefings (DIBs)Commodities A Tightening Market and Syrian Conflict Spark Soaring Oil Prices MRP has repeatedly highlighted escalating tensions in the Middle East as a flashpoint for a serious oil market disruption, but…McAlinden Research PartnersApril 12, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Trade War Disruption Threatens Already Vulnerable Soybean Producers & Supply Chain Last week, China announced that it would slap 25% tariffs on 106 American products including soybeans, deemed by some to…McAlinden Research PartnersApril 9, 2018
↺ Theme AdjustmentsCommodities Palladium’s Moment to Shine: MRP Adds Long Palladium as a New Investment Theme Palladium’s moment to shine has arrived. For the first time since 2001, the rare metal reached price parity with platinum,…McAlinden Research PartnersOctober 9, 2017
⚑ Joe Mac's ViewpointsCommodities Joe Mac’s Market Viewpoint: Contrarian Crude Call Ever since crude oil prices bottomed early last year, the trend has been undeniably up, but clearly not up in…McAlinden Research PartnersApril 28, 2017
⚑ Joe Mac's ViewpointsCommodities Joe Mac’s Market Viewpoint: Gold Shines Even Brighter Roughly 15 months ago, for the first time in my career, I became very bullish on gold. At that time,…McAlinden Research PartnersFebruary 28, 2017
⚑ Joe Mac's ViewpointsCommodities Joe Mac’s Market Viewpoint: Implications of the Coming Shortage of Oil The astonishing boom in U.S. oil production growth in recent years has upended global energy markets, leading to a massive…McAlinden Research PartnersApril 8, 2016
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeEnergy & EnvironmentMarketsReal Estate & Construction Joe Mac’s Market Viewpoint: Déjà Vu All Over Again Here we go again. The headlines are bleating that the global economy is tipping into recession. This time around, the…McAlinden Research PartnersJanuary 30, 2016