★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMarkets Long Emerging Market Equities as a New MRP Theme? A confluence of factors has us thinking that the US dollar could weaken this year. That is, of course, if…McAlinden Research PartnersJanuary 6, 2020
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Logistics Stocks (FDX, UPS) on Track to Diverge Further The parcel delivery industry is changing in a way that puts FedEx and UPS at a disadvantage. Residential delivery, the…McAlinden Research PartnersDecember 23, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment 2020 Could Be the Long-Awaited Breakout Year for Ethanol 2019 was supposed to be a good year for US ethanol producers but trade war complications, a controversial domestic biofuel…McAlinden Research PartnersDecember 19, 2019
★ Daily Intelligence Briefings (DIBs)Services Plant-Based Protein Plans a Chinese Rollout Amid Huge Livestock Shortfall Plant-based meat alternatives, like those offered by Beyond Meat and Impossible Foods, are taking off in the US, and are…McAlinden Research PartnersDecember 18, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsTransportation Boeing Halts 737 MAX Production as Latest Re-Certification Target Falls Through After Boeing’s stock price fell more than 4% yesterday, reaching its lowest point since August, the company announced it would…McAlinden Research PartnersDecember 17, 2019
★ Daily Intelligence Briefings (DIBs)Politics & Policy MRP Adds Long UK Equities as a New Investment Theme Global funds have been underweight UK equities for three and half years on account of the Brexit-related political impasse that…McAlinden Research PartnersDecember 16, 2019
★ Daily Intelligence Briefings (DIBs)Commodities 3 Reasons Sugar Futures are Rising and How to Invest in the Commodity Sugar production is being disrupted in various parts of the world, intentionally and unintentionally. Production is falling on a global…McAlinden Research PartnersDecember 12, 2019
★ Daily Intelligence Briefings (DIBs)TechnologyTransportation Race for Robo-Taxis and Autonomous Trucking Services Defines Self-Driving Vehicle Tech Autonomous ride-sharing services, also known as “robo taxis”, have been in the pipeline for years, but 2020 seems to be…McAlinden Research PartnersDecember 11, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Central American Catalysts Set off Coffee Explosion Coffee prices, which had fallen below $1 per pound as recently as August, have finally felt a reprieve in November-December,…McAlinden Research PartnersDecember 10, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Prepare for Steel and Aluminum Prices to Diverge in 2020 After declining for most of 2019, aluminum and steel prices have started to rebound on hopes that the supply/demand imbalances…McAlinden Research PartnersDecember 9, 2019