★ Daily Intelligence Briefings (DIBs)Services August D-Day Approaches for U.S. Print & Publishing Industry The rise of online advertising has shattered the business model of many newspapers, and most small regional dailies have been…McAlinden Research PartnersJuly 25, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionServices Clicks versus Bricks Plays out in Commercial Real Estate The clicks versus bricks trade is also playing out in the commercial real estate (“CRE”) market. On one side you…McAlinden Research PartnersJuly 23, 2018
★ Daily Intelligence Briefings (DIBs)Economics & Trade US-China Trade War Could Induce Inflation Ramifications The Trump administration announced Tuesday that it is prepared to impose 10% tariffs on $200 billion of Chinese-made products, ranging…McAlinden Research PartnersJuly 12, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Refiners: Deteriorating Profitability May Deflate U.S. Refineries American refiners have been exceptionally strong over the last two years. They’ve benefitted from strengthening oil prices, and more importantly,…McAlinden Research PartnersJuly 3, 2018
★ Daily Intelligence Briefings (DIBs)Biotechnology & Healthcare Healthcare Pair Trade Idea: U.S. Hospitals versus Medical Devices Short U.S. Health Care Providers has been on MRP’s list of themes since October 16, 2017, and we’ve been monitoring…McAlinden Research PartnersJune 27, 2018
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Biotechnology & Healthcare As Obesity Rates Near Tipping Point, MRP Adds New Investment Theme Faced with growing demand for improved delivery of health services at lower costs, the U.S. health care industry is transitioning…McAlinden Research PartnersJune 25, 2018
★ Daily Intelligence Briefings (DIBs)Finance Financials: Deregulation & Innovation Unleash New Opportunities for US Regional Banks Small and midsize regional banks have fallen behind their larger counterparts lately, due to tumbling deposits and decreased lending. One…McAlinden Research PartnersMay 24, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Homebuilders: MRP Closes Theme on Plunging Housing Affordability MRP launched Long U.S. Housing as a theme in the Spring of 2012 with our report, The Developing U.S. Housing…McAlinden Research PartnersMay 21, 2018
★ Daily Intelligence Briefings (DIBs)Services Gambling: SCOTUS Clears Way for Sports Betting Tsunami Since 1992, sports betting had been prohibited across the United States. That is, until Monday when the Supreme Court rescinded…McAlinden Research PartnersMay 17, 2018
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Energy & Environment Renewables: MRP Adds Long Solar Theme on Improved Outlook America’s solar industry, which now generates almost 2% of the nation’s electricity, enjoyed a banner year in 2016. Solar even…McAlinden Research PartnersMay 14, 2018