★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Refiners: Deteriorating Profitability May Deflate U.S. Refineries American refiners have been exceptionally strong over the last two years. They’ve benefitted from strengthening oil prices, and more importantly,…McAlinden Research PartnersJuly 3, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment The Oil Glut is Gone, But Investors Still Agonize Over Production Speculation of a production increase from OPEC is not as big of a deal as some market pundits are making…McAlinden Research PartnersJune 21, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Oil: Iran Sanctions Set to Spur Crude Prices Higher Today, President Trump is expected to announce his decision on whether or not to exit the Joint Comprehensive Plan of…McAlinden Research PartnersMay 8, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Oil and Energy Will Overcome a Case of Status Quo Bias MRP’s call on crude oil has been contrarian since its inception. Even now, although the West Texas Intermediate (WTI) benchmark…McAlinden Research PartnersApril 17, 2018
★ Daily Intelligence Briefings (DIBs)Commodities A Tightening Market and Syrian Conflict Spark Soaring Oil Prices MRP has repeatedly highlighted escalating tensions in the Middle East as a flashpoint for a serious oil market disruption, but…McAlinden Research PartnersApril 12, 2018
⚑ Joe Mac's ViewpointsCommodities Joe Mac’s Market Viewpoint: Contrarian Crude Call Ever since crude oil prices bottomed early last year, the trend has been undeniably up, but clearly not up in…McAlinden Research PartnersApril 28, 2017
⚑ Joe Mac's ViewpointsEconomics & TradeFinanceMarkets Joe Mac’s Market Viewpoint: Running Hot: Time for TIPS, Gold, Energy, EM & Value Janet Yellen got investors’ attention recently. Speaking at a conference in Boston, the Federal Reserve Chair described the potential benefits…McAlinden Research PartnersOctober 26, 2016
⚑ Joe Mac's ViewpointsCommodities Joe Mac’s Market Viewpoint: Implications of the Coming Shortage of Oil The astonishing boom in U.S. oil production growth in recent years has upended global energy markets, leading to a massive…McAlinden Research PartnersApril 8, 2016
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeEnergy & EnvironmentMarketsReal Estate & Construction Joe Mac’s Market Viewpoint: Déjà Vu All Over Again Here we go again. The headlines are bleating that the global economy is tipping into recession. This time around, the…McAlinden Research PartnersJanuary 30, 2016