★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction Why Homebuilders Will Shine in 2020 The US housing market may be about to experience its strongest spring season since before the financial crisis. Cheap mortgages,…McAlinden Research PartnersMarch 2, 2020
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsTechnology EdTech Stocks are on Fire as COVID-19 Extends School Closures Demand for companies that combine education and the Internet has accelerated in China due to COVID-19’s disruption to brick-and-mortar classroom…McAlinden Research PartnersFebruary 27, 2020
★ Daily Intelligence Briefings (DIBs)MarketsServices Plant-Based Private Labels Could Pummel Beyond Meat as Cargill Launches Competing Products Beyond Meat has surged in 2020, shaking off fears of competitors muscling in on the increasingly popular plant-based foods trend.…McAlinden Research PartnersFebruary 26, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & Trade Safe Haven Surge Has Only Just Begun for Silver and Silver Miners Amid the precious metals rally that was set off by the rapid spread of Coronavirus and uncertainty around the ability…McAlinden Research PartnersFebruary 25, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & Environment 4 Reasons Middle East Stocks Will Underperform in 2020 2020 is shaping up to be a challenging year for the Gulf states. Oil demand is set to contract this…McAlinden Research PartnersFebruary 24, 2020
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Real Estate Brokers Grapple with Regulatory Risk Amid Tech Disruption A growing number of cities have recently updated their housing laws (or are considering changes) in ways that favor tenants…McAlinden Research PartnersFebruary 20, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Coronavirus Curbs International Meat Shipments, but Chinese Import Surge Will Resume China’s meat imports have surged since African Swine Fever decimated their pork supply last year. The effects of the fever,…McAlinden Research PartnersFebruary 19, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTechnology We’re Adding Long Social Commerce as a New Investment Theme The worlds of ecommerce and social networking are rapidly converging and turning social platforms into powerful distribution channels for brands.…McAlinden Research PartnersFebruary 18, 2020
★ Daily Intelligence Briefings (DIBs)Services Expect Further Losses Ahead for Cruise Line Stocks Before news of the coronavirus outbreak spread, demand for cruises had been on an upward trajectory. Now, booking volumes are…McAlinden Research PartnersFebruary 13, 2020
★ Daily Intelligence Briefings (DIBs)Transportation New FAA Guidelines Will Enable Major Drone Delivery Scaling A new regulatory framework from the FAA will pave the way to scale up drone delivery fleets. Amazon and others…McAlinden Research PartnersFebruary 12, 2020