Q: What are intelligent investors forecasting for 2026?
Q: Do current earnings and forecasts justify current elevated equity valuations?
Q: What attractive asset classes appear to be overlooked?
Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers!
Click here to get the monthly newsletter
Headline Round Up!
* TEXAS! The Y’all Street Tax Plan on the Ballot.
*Fed Cuts Overnight Bank Lending Rate ¼% and Commits to Shrinking the Balance Sheet.
*Nvidia Becomes the First $5 Trillion Company.
*Apple and Microsoft Valuations Both Hit $4 Trillion.
*Qualcomm Joins AMD Launching Competing AI Chip.
*OpenAI Completes For-Profit Transition. Microsoft Holds 27% Stake
*Uh Oh! Repo Man Busier than Ever as Car Repossessions on the Rise
*Private Credit Trouble?
*New York’s Annual Stealth Tax Increase.
*US Signs $80 Billion Pact to Boost Nuclear Power.
*AI Start Up Mercor Now Worth $10 Billion?
*US and South Korea Boosting AI, Quantum Cooperation.
*ADP Jobs Report +14,250 New Private Payroll Jobs October.
*UPS Stuns Wall Street with Strong Profit Growth, Staff Reductions.
*Rare Earths Companies: Multi-Billion-Dollar Deals
*PayPal Raises Forward Guidance After Announcing OpenAI Deal.
*Eli Lilly and Nvidia Partner for Healthcare Supercomputer.
* TEXAS! Jerry Jones Says He Has Unlocked a $100 Billion Natural Gas Bounty.
Standard & Poor’s 500 ETF Trust Year-to-Date (12/31/2024 – 10/30/2025)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index Earnings Q3 (08/16/2025 – 11/15/2025)
– Courtesy of Bloomberg LP
Russell 2000’s Index Earnings Q3 (08/16/2025 – 11/15/2025)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Top 10 Bottom 10 Q3 (07/30/2025 – 10/30/2025)
– Courtesy of Bloomberg LP
VictoryShares Free Cash Flow ETF – Daily (12/31/2024 – 10/30/2025)
– Courtesy of Bloomberg LP
