★ Daily Intelligence Briefings (DIBs)Biotechnology & Healthcare Landmark Opioid Suit Sets Dangerous Precedent for Big Pharma In two back-to-back blockbuster headlines, Johnson & Johnson was found liable for damages related to the US opioid crisis and…McAlinden Research PartnersAugust 28, 2019
★ Daily Intelligence Briefings (DIBs)Commodities US Ethanol Producers are Getting Slammed by US Trade and Energy Policies China’s 70% tariffs on US-made ethanol have hurt American producers while providing an unexpected boost to Malaysia. And now, the…McAlinden Research PartnersAugust 19, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Housing Affordability in Downtrend Despite Mortgage Rate Declines Affordability continues to be a problem for the homebuilding industry. A slowdown in single-family starts through most of the year,…McAlinden Research PartnersAugust 14, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Warehouse REITs are on Fire. Here’s Why. What are the signs of a booming warehouse market? Record-breaking deals, vacancy rates near all-time lows, and a shortage of…McAlinden Research PartnersAugust 12, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade How to Capitalize on the Trade War Stand Off The base case for a protracted trade war has gotten stronger this summer, setting the stage for a longer-term structural…McAlinden Research PartnersAugust 8, 2019
★ Daily Intelligence Briefings (DIBs)Services Revenues, Expansions, and Legislation Could Prompt a Second Half Rebound for Pot Stocks The hard-hit cannabis industry has begun showing signs of life heading into some of the biggest earnings results for the…McAlinden Research PartnersAugust 7, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade Yuan Slide Could Kick up Currency War as World Awaits Trump Retaliation Stocks slid just over 3% on Monday, marking the S&P 500’s worst day of 2019, on news that China had…McAlinden Research PartnersAugust 6, 2019
↺ Theme AdjustmentsCommodities Adding Long Refiners & Suspending Long U.S. Energy, Crude Oil, and Oil & Gas Services 2019 has been an interesting year for the gasoline market. The year started out with some of the strongest stock…McAlinden Research PartnersJuly 2, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Home Rental REITs Get Major Boost from Secular Shift in US Housing Market and Fed Policy Change Changes in the single-family housing market and the Fed’s switch to a more dovish stance have helped home rental REITs…McAlinden Research PartnersJune 27, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Home Improvement Stocks to Receive a Welcome Boost from Millennials Investing in Fixer-Uppers US home price appreciation is slowing and mortgage rates have dipped. Yet, many potential homebuyers remain sidelined due to the…McAlinden Research PartnersMay 16, 2019