Q: Are the equity markets celebrating the U.S. government shutdown?
Q: Warning for investors? What did Omega Family Office’s CEO Leon Cooperman and CNBC’s Jim Cramer say this past week that should be of interest to investors right now?
Q: What could investors do about it now?
Q: What is some of the recent implied guidance from GMO.com for investors?
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Headline Round Up!
*Texas! Texas Stock Exchange Now an SEC Approved National Securities Exchange & is Set to Start Trading in 2026!
*IBM Puts Quantum Computing to Work With & For HSBC!
*Is The U.S. Government Shutdown Turning Into DOGE 2.0? Trump states, this is an “unprecedented opportunity” to slash government spending & federal agencies?
*Wall Street Journal: Budget Chief & Key Author of Project 2025, Russell Vought, Moves Quickly in Shutdown Taking Aim at Democratic Priorities & Projects!
*Credit Market Warning? Tricolor’s Surprise Bankruptcy in September.
*Labor Market Weakness? ADP Private Sector Job Losses for October Come in at -32K vs. Consensus of +51K & Spike Short Term U.S. Treasuries!
*The Securities & Exchange Commission Moving to Allow Stocks to Trade on The Blockchain Like Cryptocurrency?
*Electric Vehicle (EV) Sales Spike 21% From Last Year in Rush to Grab Expiring EV Credit.
*Ford CEO Jim Farley Says EV Market Being Cut in Half? Cites elimination of EV credit and softening of emissions rules will curtail demand!
*CoreWeave, Inc. Spikes 8% This Week on Inking $14 Billion Deal With Meta!
*U.S. Home-Price Gains Falling For a Sixth Straight Month in July & Dallas Home Prices Down 1.25% Year over Year in July.
*DoorDash’s New Delivery Robot Named “Dot” Unveiled This Week.
*JPMorgan’s Blueprint to Become The First AI-Powered Megabank.
*Biggest Leveraged Buyout Ever: Videogame Maker Electronic Arts (EA) Set to Go Private in $52.5 Billion Deal With Private Equity Firm Silver Lake Management, Saudi Arabia’s Public Investment Fund, & Jared Kushner’s Investment Firm Affinity Partners
*OpenAI Valuation Soars to $500 Billion! Bigger Than Musk’s SpaceX?
*Energy Transfer Finalizing Liquified Natural Gas (LNG) Export Deal.
*White House Announces TrumpRX for Direct to Consumer Sales For Discounted Medication?
*Pfizer Avoids 100% Tariffs & Lands Three Year Tariff Exemption for Discounts on Drugs & $70 Billion Investment in Manufacturing in the U.S.
*Health Insurance Subsidies and The U.S. Government Shutdown?
Profit Report
*What should McGowanGroup clients be selling in the current environment, Alex?
Dow Jones Industrial Average – Monthly (12/31/2024 – 10/03/2025)
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 – Monthly (12/31/2024 – 10/03/2025)
– Courtesy of Bloomberg LP
Oklo, Inc. (07/09/2021 – 10/03/2025)
– Courtesy of Bloomberg LP
D-Wave Quantum, Inc. (07/09/2021 – 10/03/2025)
– Courtesy of Bloomberg LP
Dell Technologies, Inc. (10/06/2015 – 10/03/2025)
– Courtesy of Bloomberg LP
International Business Machines Corp. (01/01/1967 – 10/03/2025)
– Courtesy of Bloomberg LP
S&P Cotality – Case-Shiller Dallas Home Price Index, 5 Year (10/04/2020 – 07/31/2025)
– Courtesy of Bloomberg LP
S&P Cotality – Case-Shiller Dallas Home Price Index, 3 Year (10/03/2022 – 07/31/2025)
– Courtesy of Bloomberg LP
