★ Daily Intelligence Briefings (DIBs)Politics & Policy Mexico’s President-Elect Wins Sweeping Mandate to Reshape the Country Yesterday, Mexicans voted resoundingly against the establishment by electing left-wing populist Andrés Manuel López Obrador (“AMLO”) as their next president.…McAlinden Research PartnersJuly 2, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Natural Gas Demand Detonation Will Push Prices and Transform the Industry Natural gas futures have steadily climbed almost 17% since February, largely due to a frigid, inventory-draining winter that extended into…McAlinden Research PartnersJune 28, 2018
★ Daily Intelligence Briefings (DIBs)Biotechnology & Healthcare Healthcare Pair Trade Idea: U.S. Hospitals versus Medical Devices Short U.S. Health Care Providers has been on MRP’s list of themes since October 16, 2017, and we’ve been monitoring…McAlinden Research PartnersJune 27, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium has Lagged, but Secure Supply Won’t Last Studies and sales figures show that demand remains strong for lithium and lithium-ion batteries in the long-term. However, even short-term…McAlinden Research PartnersJune 26, 2018
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Biotechnology & Healthcare As Obesity Rates Near Tipping Point, MRP Adds New Investment Theme Faced with growing demand for improved delivery of health services at lower costs, the U.S. health care industry is transitioning…McAlinden Research PartnersJune 25, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment The Oil Glut is Gone, But Investors Still Agonize Over Production Speculation of a production increase from OPEC is not as big of a deal as some market pundits are making…McAlinden Research PartnersJune 21, 2018
★ Daily Intelligence Briefings (DIBs)Energy & Environment MRP Reiterates its Long Electric Utilities Theme Stocks of utility companies have had a rough couple of years, with the Utilities ETF (XLU) lagging the S&P 500…McAlinden Research PartnersJune 20, 2018
★ Daily Intelligence Briefings (DIBs)ServicesTechnology 5G: Building New Horizons from Cars to FaceTime The world is on the cusp of a massive mobile internet revolution with the advent of fifth-generation (5G) wireless technology.…McAlinden Research PartnersJune 19, 2018
★ Daily Intelligence Briefings (DIBs)Transportation A Transportation Renaissance is Underway in America There’s a transportation boom going on in the United States, supported by a stronger economy, regulatory changes, and shifts in…McAlinden Research PartnersJune 18, 2018
★ Daily Intelligence Briefings (DIBs)Services Telecoms Consolidate Content to Fight Back Against TV Flight With the notable exception of Twenty First Century Fox (FOX), traditional U.S. media & broadcasting companies have been in a…McAlinden Research PartnersJune 14, 2018