★ 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsServicesTechnology Coronavirus Sets the Stage for an Acceleration of Robotics & Automation One of the clearest beneficiaries of Coronavirus’ long-term effect on the global economy will be automation technology. Now that the…McAlinden Research PartnersApril 15, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTechnology Cybersecurity Stocks Break Out on COVID-19 Tailwinds Cybersecurity is suddenly back in the spotlight thanks to the COVID-19 pandemic. Hackers have hit every country on earth with…McAlinden Research PartnersApril 13, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Return of Output Cuts Set to Spur Crude Oil Rebound, MRP Adds LONG Crude Oil & US Energy to Our List of Themes Spot prices of crude oil were wiped out in March by the accelerated spread of Coronavirus and a Saudi-Russian price…McAlinden Research PartnersApril 7, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerEconomics & TradeMarkets The Coronavirus Crash: Reviewing Our List of Themes Summary: A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of…McAlinden Research PartnersMarch 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMarkets Indian Stocks Have Farther to Fall Once Coronavirus Testing Really Begins As of March 18, India has reported fewer than 160 coronavirus infections, which is a surprisingly low number for a…McAlinden Research PartnersMarch 19, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation Coronavirus Continues to Crush Airlines and Aviation, 737 MAX Troubles Linger On The Coronavirus outbreak has absolutely demolished air traffic, and airline stocks with it, over the past month. Nearly every airline…McAlinden Research PartnersMarch 18, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Coffee’s About to Have a Really Good Year or a Really Bad Year Coffee’s strong 2019 performance relative to other agricultural commodities was followed by a spectacular crash this year that left investors…McAlinden Research PartnersMarch 9, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation MRP Adds Long Dry Bulk Shipping as an Investment Theme The shipping industry has been pummeled over the past 6 months. First by the trade war, then by the coronavirus…McAlinden Research PartnersMarch 5, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsTechnology Chinese Robotics Save Lives and Will Aid in Coronavirus Recovery China has picked up their pace of automation in recent years. These improvements in robotics investment are now paying off…McAlinden Research PartnersMarch 4, 2020