★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Crude Cuts Get Another Saudi Boost as Oil Demand Begins to Show Signs of Life Saudi Arabia enhanced their commitment to OPEC+ supply cuts as the Kingdom said they’d shut production of additional 1 million…McAlinden Research PartnersMay 12, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction 7 Reasons to Be Bullish on US Homebuilders Since the US equity market bottomed on March 23, shares of U.S. homebuilder companies have enjoyed a spectacular 50% rally,…McAlinden Research PartnersMay 11, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTechnology Fiber Optic Stocks Capitalize on Work-from-Home Shift Telecommuting is boosting an obscure corner of the real estate industry: Fiber-optic cables. With millions of people working from home…McAlinden Research PartnersMay 7, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Natural Gas Stocks Ride Upcoming Wave of Oil Well Closures 2019 was such a rough year for natural gas that by the time February 2020 rolled by, hedge funds had…McAlinden Research PartnersMay 4, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy Helicopter Money In the two months since COVID-19 has begun to make a significant impact on the American mainland, fiscal and monetary…McAlinden Research PartnersApril 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities White House Steps in to Stem Slaughterhouse Shutdowns, Livestock to Benefit From Increasing Exports Major US Meatpacking infrastructure has been struck by COVID-19, threatening a shutdown of up to 80% of meat production and…McAlinden Research PartnersApril 29, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & Healthcare Chinese Healthcare Exports Continue Their COVID Surge China is ramping up its manufacturing of medical goods, including masks, PPE, and ventilators, as it seeks to ship them…McAlinden Research PartnersApril 28, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment The Pieces are Falling in Place for a Gasoline Price Rebound Given the imminent re-opening of America's economy and the start of peak driving season in coming weeks, US gasoline demand…McAlinden Research PartnersApril 27, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Making Sense of Crude Oil’s COVID Meltdown & the Growing Global Response WTI crude futures saw their lowest-ever levels, falling into deep negative territory on Monday but rebounding back into positive territory…McAlinden Research PartnersApril 22, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServices MRP Adds a New Retail Pair Trade to List of Themes: Clicks vs Bricks 2.0 The nationwide lockdowns that have kept people out of shopping malls, restaurants and bars have also tilted consumer shopping habits…McAlinden Research PartnersApril 20, 2020