★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTechnology Cybersecurity Stocks Break Out on COVID-19 Tailwinds Cybersecurity is suddenly back in the spotlight thanks to the COVID-19 pandemic. Hackers have hit every country on earth with…McAlinden Research PartnersApril 13, 2020
★ Daily Intelligence Briefings (DIBs)MarketsServices US Alcohol Stocks Enjoy Boost from Surging Sales While the temporary closure of the hospitality industry has weighed on alcohol sales, other distribution channels are picking up some…McAlinden Research PartnersApril 9, 2020
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Demand for Drones on the rise, due to COVID-19 Disruption Drone delivery had already been on the rise in the US and Europe, with food and healthcare goods being the…McAlinden Research PartnersApril 8, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Return of Output Cuts Set to Spur Crude Oil Rebound, MRP Adds LONG Crude Oil & US Energy to Our List of Themes Spot prices of crude oil were wiped out in March by the accelerated spread of Coronavirus and a Saudi-Russian price…McAlinden Research PartnersApril 7, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Expect Oil Refiners to Lag When Energy Market Rebounds Oil refiners are in a tough spot. Gasoline and jet fuel prices have been falling faster than crude oil, pushing…McAlinden Research PartnersApril 6, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Tankers are the Big Winners of the 2020 Oil Crash The oil market flipped into contango in January, indicating an oversupply of the commodity. On January 30, while February futures…McAlinden Research PartnersApril 2, 2020
★ Daily Intelligence Briefings (DIBs)Biotechnology & Healthcare COVID Vaccine Rush Should Raise Concerns All sizes of pharmaceutical firms from giants like Johnson & Johnson to young guns like Moderna, yet to bring their…McAlinden Research PartnersApril 1, 2020
★ Daily Intelligence Briefings (DIBs)FinanceTechnology Two Ways Fintech and Digital Payments Could Counter Coronavirus Fintech use is up around the world in the wake of Coronavirus, which could mark a permanant turning point. 2…McAlinden Research PartnersMarch 31, 2020
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsServices Badly Hit Staffing Stocks Leave Plenty of Upside for Hiring Rebound The Coronavirus pandemic is eliminating American jobs at an unprecedented pace. However, layoffs aren’t happening across the board. In fact,…McAlinden Research PartnersMarch 30, 2020
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology Long SRVR Short RTL Pair Trade Goes Beyond the Great Cessation The coronavirus outbreak has accelerated a secular change that’s been happening in the commercial real estate industry. The retail apocalypse,…McAlinden Research PartnersMarch 26, 2020