The US economy is on fire right now and new data is prompting bond traders to catch up to the…
McAlinden Research PartnersOctober 8, 2018
The Technology and Consumer Discretionary sectors will lose some of their key growth companies, and the Telecom sector will cease…
McAlinden Research PartnersSeptember 5, 2018
While the 2010s belonged to FAANGs, a new grouping called the PANDAs could dominate in the 2020s, riding the tide…
McAlinden Research PartnersSeptember 4, 2018
The U.S. capital markets had a challenging time in the first half of 2018. While the brouhaha about trade wars…
McAlinden Research PartnersJuly 26, 2018
Roughly 230 Chinese A-share stocks were added to MSCI’s emerging markets index on Friday. A-shares are stocks of Chinese companies…
McAlinden Research PartnersJune 4, 2018
MSCI has been saying no to China’s A-shares for years. But this year, the index group will finally include China’s…
McAlinden Research PartnersApril 25, 2018
For roughly the past decade, growth Stocks have outperformed their value counterparts by a wide margin. Investors have not discriminated…
McAlinden Research PartnersDecember 22, 2017
Our mission at MRP is to identify investment themes that arise from disruption. The latter term seems to have become…
McAlinden Research PartnersNovember 30, 2017
Hurricane Irma was first born as a loose collection of clouds that gathered into a tropical storm off the African…
McAlinden Research PartnersSeptember 29, 2017
