★ 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
★ Daily Intelligence Briefings (DIBs)Transportation Coronavirus Continues Knocking Airlines off Course While the initial negative impact of Coronavirus on most market sectors has been wiped out in recent days, following last…McAlinden Research PartnersFebruary 11, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Wind Power Poised for 2020 Rebound The extent to which stocks in the wind power sector have lagged their solar counterparts this past year belies how…McAlinden Research PartnersFebruary 10, 2020
★ Daily Intelligence Briefings (DIBs)Technology Cloud Computing Giants See Profits Accelerate The cloud computing market has matured to the extent that the industry is entering a consolidation phase. In this new…McAlinden Research PartnersFebruary 6, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium Stocks Surge, but it Can’t Last Without Pricing Rebound Despite continually falling prices for raw lithium, stock prices for a number of firms involved in lithium conversion, mining, and…McAlinden Research PartnersFebruary 5, 2020
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Crude’s Coronavirus Collapse Comes at a Terrible Time for US Oil & Gas The Coronavirus has unsurprisingly struck oil markets hard in 2020, estimated to have wiped out 20% of China’s crude demand,…McAlinden Research PartnersFebruary 4, 2020
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareEnergy & EnvironmentTechnology Here are the Market Winners & Losers of Coronavirus The coronavirus outbreak aka 2019-nCoV is having an outsize impact on some industries and their share prices. Airline, energy, and…McAlinden Research PartnersFebruary 3, 2020