★ Market Insights⦁ Theme TrackerCommoditiesⓁ Copper & Copper MinersManufacturing & LogisticsReal Estate & Construction Copper’s Climb Set to Continue on Renewed Fiscal Stimulus and Short Supply Copper has continued its surge into 2021. With new rounds of fiscal stimulus measures coming to boost consumer and infrastructure…McAlinden Research PartnersJanuary 12, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ 3D PrintingⓁ Battery MetalsⓁ BiotechnologyⓁ Copper & Copper MinersⓁ CybersecurityⓁ Gene EditingⓁ HomebuildersⓁ Lumber ProducersⓁ Online Retail & Ⓢ Brick and Mortar RetailⓁ Package CarriersⓁ Robotics & AutomationⓁ SemiconductorsⓁ SilverⓁ Silver MinersⓁ Social CommerceⓁ SolarⓁ Sports BettingⓁ US BanksⓁ Video GamesMarkets A Look Back at 2020: Reviewing Our List of Themes The end of the year is finally upon us! This month’s Viewpoint offers a quick look at the state of…McAlinden Research PartnersDecember 31, 2020
★ Market Insights⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Copper & Copper MinersManufacturing & Logistics China Launches an Industrial Comeback, Sucking Up Global Metals Supply Chinese industrial output is surging, stoking demand for metals. As their exports of finished goods rack up big profits, imports of…McAlinden Research PartnersDecember 9, 2020
★ Market Insights⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Battery MetalsⓁ Copper & Copper Miners Copper and Battery Metals Break Out Amid the Rising Green Energy Recovery The global economy will be on the comeback through 2021 and the COVID recovery promises a new wave of investment…McAlinden Research PartnersDecember 7, 2020
★ Market Insights⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Copper & Copper MinersManufacturing & Logistics Copper Climbs to New Highs With Supply Still Strained Copper Prices hit a multi-year high this week on the back of breakout demand from China, partially related to a…McAlinden Research PartnersSeptember 2, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeⓁ Copper & Copper MinersⓁ HomebuildersⓁ SilverⓁ Silver MinersMonetary Policy Money Matters: Inflation, MMT, and Other Stimulus Spin-Offs – Joe Mac’s Market Viewpoint As we move toward the end of the third quarter, there are more and more green shoots starting to pop…McAlinden Research PartnersAugust 31, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ 3D PrintingⓁ Copper & Copper MinersⓁ CybersecurityⓁ Gene EditingⓁ HomebuildersⓁ Lumber ProducersⓁ Online Retail & Ⓢ Brick and Mortar RetailⓁ Robotics & AutomationⓁ SemiconductorsⓁ SilverⓁ Silver MinersⓁ Social CommerceⓁ Solar The COVID Crash at an Inflection Point: Reviewing Our List of Themes A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s…McAlinden Research PartnersJuly 31, 2020
★ Market Insights⦁ Theme TrackerCommoditiesⓁ Copper & Copper Miners Copper May Be Entering a Golden Moment The coronavirus has disrupted copper mines and delayed new builds, throttling current and future supply. Meanwhile, demand is bouncing back…McAlinden Research PartnersJuly 16, 2020