★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & Healthcare Pharma’s First Coronavirus Shortage Comes Sooner than Expected The FDA and a number of major pharmaceutical firms have warned of drug shortages resulting from chemical plant shut downs…McAlinden Research PartnersMarch 3, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction Why Homebuilders Will Shine in 2020 The US housing market may be about to experience its strongest spring season since before the financial crisis. Cheap mortgages,…McAlinden Research PartnersMarch 2, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesMarketsMonetary Policy Post-Coronavirus Commodities Comeback Summary: Commodities have fallen fast and hard in the wake of the Coronavirus’ pummeling of nearly every asset class. This is…McAlinden Research PartnersFebruary 28, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & Trade Safe Haven Surge Has Only Just Begun for Silver and Silver Miners Amid the precious metals rally that was set off by the rapid spread of Coronavirus and uncertainty around the ability…McAlinden Research PartnersFebruary 25, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Coronavirus Curbs International Meat Shipments, but Chinese Import Surge Will Resume China’s meat imports have surged since African Swine Fever decimated their pork supply last year. The effects of the fever,…McAlinden Research PartnersFebruary 19, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTechnology We’re Adding Long Social Commerce as a New Investment Theme The worlds of ecommerce and social networking are rapidly converging and turning social platforms into powerful distribution channels for brands.…McAlinden Research PartnersFebruary 18, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentTechnology MRP’s Electric Utilities Theme is on Fire and the Best is Yet to Come 2019 was an exceptional year for utility stocks which delivered their highest return in five years. This year, they are…McAlinden Research PartnersJanuary 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker US Banking 2020: Stronger Consumers, Technology, and Declining European Competition US banks closed out a relatively neutral 2019 with some strong fourth quarter results. Consumer borrowing and a rebound in…McAlinden Research PartnersJanuary 29, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation Coronavirus and 737 MAX Costs Already Denting Airlines in 2020 As the Boeing 737 MAX grounding grinds on and pushes more and more costs onto airlines, the recent breakout of…McAlinden Research PartnersJanuary 28, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Seismic Shift Will Accelerate the Decoupling of Clean Energy from Oil & Gas Decarbonization appears to be this year’s cause célèbre. The topic was top of the agenda at the World Economic Forum…McAlinden Research PartnersJanuary 27, 2020