↺ Theme AdjustmentsEconomics & Trade Theme Suspension: Long India MRP added Long India to our list of themes on June 7, 2019, following the sweeping victory of Narendra Modi’s…McAlinden Research PartnersJuly 25, 2019
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Commodities MRP Adds Long Silver and Silver Miners to its List of Themes The precious metals, with the exception of palladium, have badly lagged US equities this decade. But a shift in the…McAlinden Research PartnersJuly 22, 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
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Transportation Boeing’s Breakdown Continues to squeeze Aviation and Airlines as MRP adds TWO New Themes In the fallout of the Boeing 737 MAX scandal, airlines continue to cancel flights throughout the summer, setting up a…McAlinden Research PartnersJune 4, 2019
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Economics & Trade 5 Reasons Why MRP is Adding Long Vietnam to its List of Themes A surge in manufacturing and private investments have helped Vietnam’s economy grow along with its ASEAN peers. Once you factor…McAlinden Research PartnersJune 3, 2019
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Commodities Agricultural Commodities are Poised to Surge; MRP Adds a New Theme A catastrophic flood has destroyed millions of units of crops and livestock in the Midwest United States, setting the stage…McAlinden Research PartnersApril 4, 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
↺ Theme AdjustmentsCommodities Theme Suspension: Long Steel MRP added LONG Steel as an investment theme on December 23, 2016, based on the rationale that the surprise election…McAlinden Research PartnersMarch 20, 2019
↺ Theme AdjustmentsFinance Theme Suspension: Long Financials and Regional Banks MRP added LONG Financials and Regional Banks as an investment theme on December 23, 2016, based on the rationale that…McAlinden Research PartnersMarch 1, 2019
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology 3D Printing Approaches Tipping Point, Prompting MRP to Add a New Long Theme Use of 3D printing technology is catching on across major industries, including healthcare, transportation, and construction. MRP believes we’re at…McAlinden Research PartnersFebruary 28, 2019