★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & Policy US Military Spending, Russia and China Aggression Could Ramp Up Defense Stocks The US has been enveloped in geopolitical turmoil across Europe and Asia over the past couple months. Russia is building…McAlinden Research PartnersApril 22, 2021
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & Policy US Defense Spending Hangs in the Balance of a Major Congressional Budget Battle After several years of increases in US military spending, an increasingly large number of Democrat legislators want to hit the breaks, asking the White…McAlinden Research PartnersMarch 31, 2021
★ Daily Intelligence Briefings (DIBs)MarketsPolitics & Policy Firearm Stocks Flaring Up Amid Whirlwind 2020 Summary: 2020 has been a breakout year for firearm sales, amid the COVID-19 pandemic and the regular uptick in buying…McAlinden Research PartnersJune 10, 2020
★ Daily Intelligence Briefings (DIBs)Manufacturing & Logistics Is the Era of Peak Guns Here? The firearms industry is in hot waters again. Amid a surge in state gun control laws, Connecticut’s supreme court just…McAlinden Research PartnersMarch 21, 2019
↺ Theme AdjustmentsManufacturing & Logistics Theme Suspension: Long Defense MRP added LONG Aerospace & Defense as an investment theme on November 27, 2013, based on a boom in civilian…McAlinden Research PartnersMarch 20, 2019
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Silicon Valley Will Savor the Pentagon’s New AI Initiative Yesterday, President Trump signed an executive order meant to spur the development and regulation of artificial intelligence. While the language…McAlinden Research PartnersFebruary 12, 2019
★ Daily Intelligence Briefings (DIBs)Manufacturing & Logistics Defense Stocks Poised for a New Boom? After an impressive multi-year rally, defense stocks have lagged the broader equity market this year. But, three developments that are…McAlinden Research PartnersNovember 29, 2018
★ Daily Intelligence Briefings (DIBs)Economics & Trade Good Times Ahead for Israel, the Startup Nation Guess what the following have in common: the USB flash drive; the first Intel PC processor; Google’s Suggest function, which…McAlinden Research PartnersOctober 15, 2018
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & Policy Slumping Firearms Industry Gets a Temporary Reprieve from Threat of 3D-Printed Guns We may be approaching the era of “Peak Guns” as regulatory pressure and technology weigh on the firearms industry. As…McAlinden Research PartnersAugust 30, 2018
★ Daily Intelligence Briefings (DIBs)Manufacturing & Logistics Hypersonic China Shines a Light on Investor Opportunities in Silent Arms Race Behind the US-China trade war, there exists a very palpable arms race. Transformative technologies that are usually associated with consumer…McAlinden Research PartnersAugust 13, 2018