↺ Theme Adjustments

↺ Theme Adjustments Economics & Trade

Theme Suspension: Long India

MRP added Long India to our list of themes on June 7, 2019, following the sweeping victory of Narendra Modi’s…

McAlinden Research PartnersJuly 25, 2019

↺ Theme Adjustments ★ Daily Intelligence Briefings (DIBs)Commodities

MRP Adds Long Silver and Silver Miners to its List of Themes

The precious metals, with the exception of palladium, have badly lagged US equities this decade. But a shift in the…

McAlinden Research PartnersJuly 22, 2019

↺ Theme Adjustments Commodities

Adding Long Refiners & Suspending Long U.S. Energy, Crude Oil, and Oil & Gas Services

2019 has been an interesting year for the gasoline market. The year started out with some of the strongest stock…

McAlinden Research PartnersJuly 2, 2019

↺ Theme Adjustments ★ Daily Intelligence Briefings (DIBs)Transportation

Boeing’s Breakdown Continues to squeeze Aviation and Airlines as MRP adds TWO New Themes

In the fallout of the Boeing 737 MAX scandal, airlines continue to cancel flights throughout the summer, setting up a…

McAlinden Research PartnersJune 4, 2019

↺ Theme Adjustments ★ Daily Intelligence Briefings (DIBs)Economics & Trade

5 Reasons Why MRP is Adding Long Vietnam to its List of Themes

A surge in manufacturing and private investments have helped Vietnam’s economy grow along with its ASEAN peers. Once you factor…

McAlinden Research PartnersJune 3, 2019

↺ Theme Adjustments ★ Daily Intelligence Briefings (DIBs)Commodities

Agricultural Commodities are Poised to Surge; MRP Adds a New Theme

A catastrophic flood has destroyed millions of units of crops and livestock in the Midwest United States, setting the stage…

McAlinden Research PartnersApril 4, 2019

↺ Theme Adjustments Manufacturing & Logistics

Theme Suspension: Long Defense

MRP added LONG Aerospace & Defense as an investment theme on November 27, 2013, based on a boom in civilian…

McAlinden Research PartnersMarch 20, 2019

↺ Theme Adjustments Commodities

Theme Suspension: Long Steel

MRP added LONG Steel as an investment theme on December 23, 2016, based on the rationale that the surprise election…

McAlinden Research PartnersMarch 20, 2019

↺ Theme Adjustments Finance

Theme Suspension: Long Financials and Regional Banks

MRP added LONG Financials and Regional Banks as an investment theme on December 23, 2016, based on the rationale that…

McAlinden Research PartnersMarch 1, 2019

↺ Theme Adjustments ★ Daily Intelligence Briefings (DIBs)Manufacturing & Logistics Technology

3D Printing Approaches Tipping Point, Prompting MRP to Add a New Long Theme

Use of 3D printing technology is catching on across major industries, including healthcare, transportation, and construction. MRP believes we’re at…

McAlinden Research PartnersFebruary 28, 2019

Theme Suspension: Long India

MRP Adds Long Silver and Silver Miners to its List of Themes

Adding Long Refiners & Suspending Long U.S. Energy, Crude Oil, and Oil & Gas Services

Boeing’s Breakdown Continues to squeeze Aviation and Airlines as MRP adds TWO New Themes

5 Reasons Why MRP is Adding Long Vietnam to its List of Themes

Agricultural Commodities are Poised to Surge; MRP Adds a New Theme

Theme Suspension: Long Defense

Theme Suspension: Long Steel

Theme Suspension: Long Financials and Regional Banks

3D Printing Approaches Tipping Point, Prompting MRP to Add a New Long Theme

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