★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Aerospace Manufacturers are Still in Meltdown Mode with No End in Sight The collapse of global air traffic and ultra-low crude prices should continue to crush aerospace manufacturers Boeing and Airbus for…McAlinden Research PartnersMay 20, 2020
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Demand for Drones on the rise, due to COVID-19 Disruption Drone delivery had already been on the rise in the US and Europe, with food and healthcare goods being the…McAlinden Research PartnersApril 8, 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 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)Transportation New FAA Guidelines Will Enable Major Drone Delivery Scaling A new regulatory framework from the FAA will pave the way to scale up drone delivery fleets. Amazon and others…McAlinden Research PartnersFebruary 12, 2020
★ Daily Intelligence Briefings (DIBs)Transportation Coronavirus Continues Knocking Airlines off Course While the initial negative impact of Coronavirus on most market sectors has been wiped out in recent days, following last…McAlinden Research PartnersFebruary 11, 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)MarketsTransportation Global Vehicle Slump and Electrified Competitors Are Cracking German Automakers European automakers, specifically major German exporters, are set for a rocky 2020 with new environmental regulations hitting them at home…McAlinden Research PartnersJanuary 22, 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)ServicesTransportation Logistics Stocks (FDX, UPS) on Track to Diverge Further The parcel delivery industry is changing in a way that puts FedEx and UPS at a disadvantage. Residential delivery, the…McAlinden Research PartnersDecember 23, 2019