★ Daily Intelligence Briefings (DIBs)Energy & Environment Russia’s Oil Offensive Targets Debt-Laden US Shale In breaking with Saudi Arabia and the rest of OPEC on new oil output cuts, Russia’s real objective is to…McAlinden Research PartnersMarch 10, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Coffee’s About to Have a Really Good Year or a Really Bad Year Coffee’s strong 2019 performance relative to other agricultural commodities was followed by a spectacular crash this year that left investors…McAlinden Research PartnersMarch 9, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation MRP Adds Long Dry Bulk Shipping as an Investment Theme The shipping industry has been pummeled over the past 6 months. First by the trade war, then by the coronavirus…McAlinden Research PartnersMarch 5, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsTechnology Chinese Robotics Save Lives and Will Aid in Coronavirus Recovery China has picked up their pace of automation in recent years. These improvements in robotics investment are now paying off…McAlinden Research PartnersMarch 4, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & Healthcare Pharma’s First Coronavirus Shortage Comes Sooner than Expected The FDA and a number of major pharmaceutical firms have warned of drug shortages resulting from chemical plant shut downs…McAlinden Research PartnersMarch 3, 2020
★ 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