Stocks remain far off from their 2021 high, but it’s not exactly correct to call them “cheap”. Multiples like the…
McAlinden Research PartnersNovember 22, 2022
Rising nominal rates are clearly putting pressure on economic growth in the US. The Fed has become more aggressive as…
McAlinden Research PartnersOctober 4, 2022
The UK's Pound Sterling (GBP) plummeted yesterday, recording one of its worst days of trading across the past three decades. Moreover,…
McAlinden Research PartnersSeptember 27, 2022
Unsurprisingly, bank profits headed lower in Q2 of this year, largely due to banks preparing provisions for future losses. Deposits…
McAlinden Research PartnersSeptember 22, 2022
Home prices are beginning to slump across the US, suggesting an ongoing downturn in shares of homebuilders and other real…
McAlinden Research PartnersSeptember 21, 2022
Chinese property investment and residential construction are languishing under a lack of liquidity and rising financial unrest among the populace.…
McAlinden Research PartnersAugust 31, 2022
A relentless, yearlong rise in the relative value of the US Dollar recently sent the greenback to multi-decade highs versus…
McAlinden Research PartnersAugust 8, 2022
Several banks in China's Henan province have frozen hundreds of millions of dollars' worth of deposits since mid-April with little…
McAlinden Research PartnersJuly 13, 2022
2021 marked another successful year for MRP’s themes, as 16 of 21 themes we closed throughout the year outperformed the…
McAlinden Research PartnersJuly 6, 2022
