↺ Theme Adjustments⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: A Review of Our Change-Driven Themes A series of individual reviews for each active MRP theme, as well as a look back on recently closed themes…McAlinden Research PartnersOctober 31, 2018
↺ Theme AdjustmentsCommodities Theme Suspension: Palladium MRP added Long Palladium as an investment theme on October 7, 2017, based on the rationale that supply deficits and…McAlinden Research PartnersOctober 25, 2018
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Real Estate & Construction 7 Reasons Why MRP is Adding Short U.S. Housing as an Investment Theme A steady stream of negative data confirms slowing activity in the U.S. housing market, compelling MRP to add Short US…McAlinden Research PartnersOctober 1, 2018
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Biotechnology & Healthcare As Obesity Rates Near Tipping Point, MRP Adds New Investment Theme Faced with growing demand for improved delivery of health services at lower costs, the U.S. health care industry is transitioning…McAlinden Research PartnersJune 25, 2018
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Energy & Environment Renewables: MRP Adds Long Solar Theme on Improved Outlook America’s solar industry, which now generates almost 2% of the nation’s electricity, enjoyed a banner year in 2016. Solar even…McAlinden Research PartnersMay 14, 2018
↺ Theme AdjustmentsCommodities Palladium’s Moment to Shine: MRP Adds Long Palladium as a New Investment Theme Palladium’s moment to shine has arrived. For the first time since 2001, the rare metal reached price parity with platinum,…McAlinden Research PartnersOctober 9, 2017