Politics & Policy

★ Daily Intelligence Briefings (DIBs)Energy & Environment Politics & 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)Economics & Trade Politics & Policy

It’s Back to Rally-Mode for Taiwanese Equities

Taiwan’s president Tsai Ing-wen just got re-elected in a historic vote that also helped her party retain its majority in…

McAlinden Research PartnersJanuary 13, 2020

★ 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)Politics & Policy Technology

Winners & Losers of the Huawei ZTE Bans – Part II

The US is now employing a two-pronged strategy in its war against Chinese telecom giants Huawei and ZTE. This approach…

McAlinden Research PartnersDecember 5, 2019

★ Daily Intelligence Briefings (DIBs)Energy & Environment Politics & Policy

Tightening Carbon Credit Markets are Drawing Investors’ Attention Once Again

The resurgence in carbon-credit prices that began in mid-2017 has extended beyond Europe and has spread to North America and…

McAlinden Research PartnersNovember 21, 2019

★ Daily Intelligence Briefings (DIBs)Politics & Policy Technology

Semiconductor Trade Tensions Set to Shock US and China Tech Sectors

China’s semiconductor industry has always been the Achilles heel of the country’s booming tech sector – and the US is…

McAlinden Research PartnersNovember 19, 2019

★ Daily Intelligence Briefings (DIBs)Politics & Policy Technology

Satellite Services Battle the FCC for Rights to 5G Billions

The FCC is set to rule this month on whether 3 foreign satellite service providers owning more than 90% of…

McAlinden Research PartnersNovember 12, 2019

★ Daily Intelligence Briefings (DIBs)Labor, Education & Demographics Politics & Policy

Here’s Why US Infrastructure Stocks are Beating the Market & Their Global Peers

In the United States, although republicans, democrats and the President all seem to agree that the nation’s aging infrastructure is…

McAlinden Research PartnersOctober 31, 2019

⚑ Joe Mac's Viewpoints Economics & Trade Monetary Policy Politics & Policy

Receding Recession Fears

Recession fears still abound, but have certainly eased over the last month as GDP growth has not slowed as much…

McAlinden Research PartnersOctober 31, 2019

★ Daily Intelligence Briefings (DIBs)Politics & Policy Services

E-Cig Sorrow Paves the Way to Heated Tobacco Pivot

Last month, the Trump administration announced an upcoming nationwide ban of flavored e-cigs and vape pods following an FDA crackdown…

McAlinden Research PartnersOctober 30, 2019

Crude’s Coronavirus Collapse Comes at a Terrible Time for US Oil & Gas

It’s Back to Rally-Mode for Taiwanese Equities

MRP Adds Long UK Equities as a New Investment Theme

Winners & Losers of the Huawei ZTE Bans – Part II

Tightening Carbon Credit Markets are Drawing Investors’ Attention Once Again

Semiconductor Trade Tensions Set to Shock US and China Tech Sectors

Satellite Services Battle the FCC for Rights to 5G Billions

Here’s Why US Infrastructure Stocks are Beating the Market & Their Global Peers

Receding Recession Fears

E-Cig Sorrow Paves the Way to Heated Tobacco Pivot

Joe Mac’s Viewpoint

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