★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & Healthcare MRP Adds Long China Health Care as a Theme in the Wake of 2019-nCoV Outbreak A virus called 2019-nCoV that emerged last month in Central China is spreading so fast that it risks becoming a…McAlinden Research PartnersJanuary 23, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Time to Put on That Agricultural Commodities vs Packaged Foods Pair Trade The new US-China trade agreement calls for China to buy $40-$50 billion worth of US agricultural commodities annually for two…McAlinden Research PartnersJanuary 16, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTechnology Social Commerce is Disrupting Retail. Here are the Early Winners. We are at the start of a tectonic shift that’s turning social platforms into powerful distribution channels for many businesses.…McAlinden Research PartnersJanuary 9, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation No End in Sight for Boeing’s Colossal Cash Burn The deterioration of Boeing's financial health has continued to accelerate since their 737 MAX jets were grounded globally last March,…McAlinden Research PartnersJanuary 8, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMarkets Long Emerging Market Equities as a New MRP Theme? A confluence of factors has us thinking that the US dollar could weaken this year. That is, of course, if…McAlinden Research PartnersJanuary 6, 2020
⚑ Joe Mac's Viewpoints⦁ Theme Tracker MRP Themes: A Review of Our Change-Driven Themes A series of individual reviews for each active MRP theme.McAlinden Research PartnersDecember 23, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsTransportation Boeing Halts 737 MAX Production as Latest Re-Certification Target Falls Through After Boeing’s stock price fell more than 4% yesterday, reaching its lowest point since August, the company announced it would…McAlinden Research PartnersDecember 17, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Central American Catalysts Set off Coffee Explosion Coffee prices, which had fallen below $1 per pound as recently as August, have finally felt a reprieve in November-December,…McAlinden Research PartnersDecember 10, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities China’s Protein Shortage Far From Over as Demand for Imports Disrupts Global Meat Market African Swine Flu has now wiped out 40% of China’s hog supply, wiping out 25% of this year’s pork production,…McAlinden Research PartnersNovember 27, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities US Crop Yields Continue to Crack Under Early Winter Weather Weather continues to wreak havoc on corn, soy and other crops across the US after massive flooding delayed plantings this…McAlinden Research PartnersNovember 20, 2019