★ Daily Intelligence Briefings (DIBs)Transportation New FAA Guidelines Will Enable Major Drone Delivery Scaling A new regulatory framework from the FAA will pave the way to scale up drone delivery fleets. Amazon and others…McAlinden Research PartnersFebruary 12, 2020
★ Daily Intelligence Briefings (DIBs)Transportation Coronavirus Continues Knocking Airlines off Course While the initial negative impact of Coronavirus on most market sectors has been wiped out in recent days, following last…McAlinden Research PartnersFebruary 11, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Wind Power Poised for 2020 Rebound The extent to which stocks in the wind power sector have lagged their solar counterparts this past year belies how…McAlinden Research PartnersFebruary 10, 2020
★ Daily Intelligence Briefings (DIBs)Technology Cloud Computing Giants See Profits Accelerate The cloud computing market has matured to the extent that the industry is entering a consolidation phase. In this new…McAlinden Research PartnersFebruary 6, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium Stocks Surge, but it Can’t Last Without Pricing Rebound Despite continually falling prices for raw lithium, stock prices for a number of firms involved in lithium conversion, mining, and…McAlinden Research PartnersFebruary 5, 2020
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Crude’s Coronavirus Collapse Comes at a Terrible Time for US Oil & Gas The Coronavirus has unsurprisingly struck oil markets hard in 2020, estimated to have wiped out 20% of China’s crude demand,…McAlinden Research PartnersFebruary 4, 2020
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareEnergy & EnvironmentTechnology Here are the Market Winners & Losers of Coronavirus The coronavirus outbreak aka 2019-nCoV is having an outsize impact on some industries and their share prices. Airline, energy, and…McAlinden Research PartnersFebruary 3, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentTechnology MRP’s Electric Utilities Theme is on Fire and the Best is Yet to Come 2019 was an exceptional year for utility stocks which delivered their highest return in five years. This year, they are…McAlinden Research PartnersJanuary 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker US Banking 2020: Stronger Consumers, Technology, and Declining European Competition US banks closed out a relatively neutral 2019 with some strong fourth quarter results. Consumer borrowing and a rebound in…McAlinden Research PartnersJanuary 29, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation Coronavirus and 737 MAX Costs Already Denting Airlines in 2020 As the Boeing 737 MAX grounding grinds on and pushes more and more costs onto airlines, the recent breakout of…McAlinden Research PartnersJanuary 28, 2020