DIBs Report Roadmap

The Daily Intelligence Briefing (DIBS) reports are deep dives into a subject undergoing transformational change that MRP is examining to determine if there is an opportunity to generate alpha. The Friday DIBs is a weekly wrap-up. The process employed was developed by Joe McAlinden over his 50 plus-year, Wall Street career. More about Joe here.

When opening the DIBs you'll see an overview of the report’s five sections, with links that take you to the corresponding sections.

  1. Today’s Market Insight - The main topic of the day. Clicking on the title of the piece - in blue - will bring up the full report. Also included are a set of charts followed by summaries of our source material, including links to the original articles.
  2. Market Insight Updates - Includes information we came across in our process that updates previous Market Insights we are monitoring that have the potential to become actionable themes.
  3. Active Thematic Ideas - Refers to themes where stars have aligned, we believe there’s an opportunity not yet priced in, and where to focus security selection efforts. Included themes link to an archived report that record when and why it was added, and other reports written about that theme for tracking purposes. The THEME ALERT icon found in the Market Insight or Update sections, is indication of our selection as an actionable theme.
  4. Macroeconomic Indicators - Includes newly released data relevant to the themes we are following.
  5. Joe Mac’s Viewpoints - Monthly reports on topics that Joe considers timely to explore. More about Joe here.

The way to best utilize the report is to glance at the Market Insight topic and those covered in the Updates section, to decide if there’s something that day to explore further. If so, dig in. If not, we missed you that day. Over the course of a month you’re likely to find quite a few.

Clients subscribe as an efficient way to stay current on these kinds of subjects, and also follow Joe’s thoughts on the markets, MRP Themes and other insights.