McAlinden Research Partners
McAlinden Research Partners
McAlinden Research Partners (MRP) provides independent investment strategy research to investors worldwide. The firm's mission is to identify alpha-generating investment themes early in their unfolding and bring them to its clients' attention. MRP's research process reflects founder Joe McAlinden's 50 years of experience on Wall Street. The methodologies he developed as chief investment officer of Morgan Stanley Investment Management, where he oversaw more than $400 billion in assets, provide the foundation for the strategy research MRP now brings to hedge funds, pension funds, sovereign wealth funds and other asset managers around the globe.
As gold broke out to an all-time high and Bitcoin hit a 20-month high, McAlinden Research reviews current movements in the market and where its believes these are headed.
McAlinden Research shares thoughts on the current state of the U.S. dollar and how this may impact the market.
McAlinden Research shares how the current war in the Middle East may lead to impacts on energy markets and arms sales.
McAlinden Research shares its thoughts on the drone industry and defense stocks as the U.S. boasts development in light of current events in the Middle East.
McAlinden Research updates us on the current implications of UAW strike.
McAlinden Research Partners reviews current news and movements in Isreal in light of the attack by Hamas, and shares two charts for the Aerospace and Defense ETF.
McAlinden Research takes another look at the current implications that may come from UAW strike.
McAlinden Research takes a look at the current implications that may come from UAW strike.
McAlinden Research shares a deep dive into a market driver with alpha-generating potential.
McAlinden Research Partners shares a deep dive into a market driver with what it believes is alpha generating potential.
Another round of credit rating downgrades impacting several U.S. banks with a combined US$426 billion in consolidated assets, this time from S&P Global Ratings, has compounded a similar move by Moody's earlier this month. Concerns regarding deposits and funding continue to loom over U.S. depositories, which cannot seem to break free of borrowing from the Fed and other expensive sources of liquidity.
Rice futures recently jumped out to 15-year highs in Asia, following an expansion of India's halt on certain rice exports. India makes up 40% of the global rice trade, and with nearly half of its rice now on the market, other major exporters like Vietnam, Thailand, and Pakistan are picking up the slack. However, overwhelming international demand could eventually cause these countries to follow in India's footsteps, initiating trade restrictions in an effort to protect supplies in their own domestic markets.
With geopolitical tensions rising, the US recently banned defense contractors from purchasing REE metals from China and will consequently attempt to revive its domestic rare earths industry. However, the US has just one rare earth mine and no processing technology, which highlights the need for a new wave of investment, writes McAlinden Research Partners.
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