Executive Summary
*The current decade has extraordinary parallels to the 1990’s increased capital expenditures. Insights for investors?
*Stock buybacks and the increase in assets per share. Examples: Unum, Valero, Marathon and others.
*Headline Round Up! A global fast paced tour of the financial markets and top headlines this week.
*The Texas Energy Infrastructure Revolution: The global energy crisis of 2026-2027 plus refined fuel shortage.
*Summer Wealth Management Planning Season.
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
Financial Headline Round Up!
*Economic Growth Rises to 4.8% in Atlanta Fed Real GDP Now Estimate.
*TEXAS! Oil Spikes Over $90 Again as US Hits Iran with Fresh Wave of Strikes.
*TEXAS! And Louisiana to The Rescue: US LNG Exports Up 23% in the First Half of 2026 Compared to 2025.
*TEXAS! Round Rock, TX Based Dell Technologies Triples in 2026!
*TEXAS! Nvidia Backs $35 Billion Anthropic Data Center in Nueces County.
*Nvidia Spends Another $13 Billion for Hugging Face AI.
*Data Center Firm SB Energy Files for IPO with $1.5 Billion Nvidia Infusion.
*Broadcom Declares Surge in AI Chip Sales Over Next Two Years.
*Dow Spikes! Fed Governor Christopher Waller: Open to Holding Rates Steady.
*Steady Jobs! Job Openings Higher and ADP Estimates 38,000 Net New Private Payroll Jobs in August.
*Apple Accuses OpenAI of Stealing and Destroying Evidence in Legal Battle.
*The Robots Are Here! Elon Musk’s G20 Prediction: 1 Million Humanoid Robots Will Outproduce All of Humanity in 10 Years!
*Mercedes: $1.2 Billion Buyback!
*Ford Fathom: $30,000 EV Goal to Sell 100,000 First Year Target.
*Global Bond Yields Near 20 Year High in Recent Sell Off.
*US Army: 20 Portable Nuclear Microreactors for $2.2 Billion.
*US Battery Installations Hitting New Record! Solar’s Tipping Point Reached for Cost Efficiency.
*Pacific Gas and Electric Plummets As California Allows Wildfire Lawsuits.
*Victoria Secret’s Downside Exposed: 18% Drop.
*The Venezuela-US Oil Deal.
The Charts and Graphs Featured in This Week’s Show
Overlay comparison of Dow Jones Industrial Average across two distinct historical periods.
– Courtesy of Bloomberg LP
Dow Jones Industrial Average Daily Candlestick Chart (Daily 12/31/2019 – 9/4/2026).
– Courtesy of Bloomberg LP
Dow Jones Industrial Average Daily Candlestick Chart (Daily 1/2/1990 – 12/31/1999).
– Courtesy of Bloomberg LP
Atlanta Fed GDPNow Estimate (As of 9/3/2026)
– Courtesy of Federal Reserve Bank of Atlanta
Crack Spread: WTI, Heating Oil, Gasoline (Weekly 9/9/2016 – 9/4/2026)
– Courtesy of Bloomberg LP
State Street SPDR S&P 500 ETF Trust Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
State Street Energy Select Sector SPDR ETF Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
Dell Technologies Inc Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
Marathon Petroleum Corp Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
Valero Energy Corp Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
Unum Group Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
