★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Battery Metals Bounce Higher as Producers Make a Push for New Mining and Processing Tech Battery metals are forecast to remain in short supply for years to come as the transition to green energy adds…McAlinden Research PartnersJuly 6, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Record Heatwave Worsens US Drought, Potentially Compromising Tight Crop Supplies A massive drought in the US West, which may be the worst in 1,200 years, is only intensifying as cities…McAlinden Research PartnersJuly 1, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseMarkets The Halfway Point: Reviewing Our List of Themes Coinciding with the close of Q2 2021, this month’s Viewpoint offers a quick look at the state of the markets,…McAlinden Research PartnersJune 30, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsPolitics & PolicyServices US Cannabis Sales Hold Strong as Industry Lays Out New Lobbying Efforts to Expedite Federal Reform Among the 37 US states that have legalized the distribution of medicinal marijuana, 19 allow the recreational use of cannabis.…McAlinden Research PartnersJune 30, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeFinancePolitics & PolicyTechnology Bitcoin’s Breakthroughs in Latin America and a Miner Exodus From China Create New Blockchain Opportunities Crypto asset prices have plummeted through May and June, but that has not halted overall adoption. In fact, one of the…McAlinden Research PartnersJune 23, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentMarkets Crude Forecasts Climb Higher as Demand Outpaces Supply, Downstream Investment Sluggish Summary: Forecasts of rising oil futures, perhaps even to $100, remain popular this month, following a strong rebound in summer travel demand…McAlinden Research PartnersJune 22, 2021
★ Daily Intelligence Briefings (DIBs)Ⓛ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy NATO Calls Out International Aggression as US Defense Contractors Score Israeli Arms Deal, Counter-China Spending This week's summit of NATO leaders came amid a tense geopolitical backdrop. China is continually stepping up military aircraft incursions…McAlinden Research PartnersJune 16, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Scaling Vertical Farming Tech Could be Key to Battling Climate-Induced Crop, Water Shortages While there seems to be no short-term answer for skyrocketing agricultural commodity futures, higher crop prices have foisted agtech ventures into…McAlinden Research PartnersJune 10, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary Policy As The Dollar Downtrend Drags on, Precious Metals are Primed to Gain Rising inflation, as well as disappointing job growth data, continues to weigh on the US Dollar. While the Biden administration and…McAlinden Research PartnersJune 8, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyTechnology Semiconductor Industry Set for Another Year of Soaring Chip Prices, Already Raking in Record Revenues Chip giants across the world raked in record setting revenues in the first quarter of 2021, largely due to the…McAlinden Research PartnersJune 7, 2021