Saudi Arabia is once again a darling of EM investors this year. Excitement about Mohammed Bin Salman's Vision 2030 reform…
McAlinden Research PartnersApril 11, 2019
A month into the new year, things seem a bit more upbeat than they did at the close of 2018…
McAlinden Research PartnersMarch 29, 2019
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
Hog Prices are Soaring on concerns that a deadly virus that has hit the world’s largest producers of pork products…
McAlinden Research PartnersMarch 14, 2019
As global crude inventories have begun trending downward, a prolonged bull run, at least through mid-year, seems more and more…
McAlinden Research PartnersMarch 12, 2019
Lithium prices have seen a strong rebound thus far in 2019, largely due to a mostly positive earnings season for…
McAlinden Research PartnersFebruary 26, 2019
Rising demand for clean energy means more solar panels, wind turbines, EVs, and large-scale batteries. It also means more demand…
McAlinden Research PartnersFebruary 21, 2019
U.S. farmers are filing for bankruptcy at levels not seen for at least a decade due to trade tariffs, falling…
McAlinden Research PartnersFebruary 7, 2019
Gold has risen 12% since mid-August, boosting MRP’s Long Gold & Gold Miners theme. Several tailwinds signal further gains this…
McAlinden Research PartnersJanuary 28, 2019
