★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Solar’s 60% YTD Rally Is About To Resume Following A Brief Pause 2019 is proving to be the comeback year for the solar stocks. Improving industry fundamentals and fewer political & regulatory…McAlinden Research PartnersOctober 14, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Meet the Winners & Losers of the Global Natural Gas Glut The natural gas glut has gone fully global. Prices in all the major markets are at historic lows; projections for…McAlinden Research PartnersOctober 10, 2019
★ Daily Intelligence Briefings (DIBs)Technology Google’s Quantum Supremacy Overshadowed by Other Firms’ Quantum Advantage Many headlines were made late last month when Google reached a major landmark in the increasingly rapid development of quantum…McAlinden Research PartnersOctober 9, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTransportation US Auto Market Slapped by September Meltdown US auto sales fell strongly in September, with a number of major brands experiencing double digit declines for the month.…McAlinden Research PartnersOctober 8, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Egg & Poultry Stock Prices Have Diverged in the US. What’s Next? Not only has the number of egg-laying hens in the United States reached record levels, those hens are more productive…McAlinden Research PartnersOctober 7, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarkets MRP is Adding Short Brokers & Asset Managers as a Theme. Here’s Why. US brokerage firms and asset managers have been riding a rising tide of wealth for years. But now the party…McAlinden Research PartnersOctober 3, 2019
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnologyTransportation UPS Granted Unlimited Drone Clearance, but Alphabet, Amazon, Walmart, and Uber Are on its Heels UPS received a brand new FAA-sponsored license to operate a virtually unlimited fleet of drones this week, now boasting a…McAlinden Research PartnersOctober 2, 2019
★ Daily Intelligence Briefings (DIBs)FinanceServicesTechnology PayPal Breaks Ground in China, Generating Opportunities in a Massive Payments Market PayPal has become the first foreign company to obtain a payments license in China, which could be a sign of…McAlinden Research PartnersOctober 1, 2019
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy Turkey and Saudi Arabia Have Suddenly Switched Places on Investors’ Preference List Last year, Saudi stocks were flying high and investors were scrambling out of Turkish stocks. The two have switched places…McAlinden Research PartnersSeptember 30, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction The Retail Apocalypse Pair Trade: Long Warehouse REITs / Short Retail REITs The rise of digital retail, bargain shopping, and apparel rental have permanently changed the future of retail in the United…McAlinden Research PartnersSeptember 26, 2019