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! …

Q: What potentially happens to companies when their quarterly earnings reports are “not good enough” for investors? Q: Where will the capital come from to build all the new artificial intelligence (AI) datacenters? Q: Where will the infrastructure and electricity come from to power these new datacenters? Q: When could the current AI “gold rush” end? Q: What asset classes …

Q: What were some of the surprising equity market reactions to the new escalations in the ongoing trade battle with China? Q: Since April, what do the current economic results potentially tell investors? Q: In the recent Artificial Intelligence (AI) datacenter build out, which companies are spending capital, and which companies are profiting?   Join Us for The Latest Financial …

McGowanGroup Wealth Management Q4 2025 Updates For You, New Client Portal, State of the Art Applied Technology Our performance tracking for clients started in the 1990’s along with customer relations management software. Each designed for relentless pursuit of reliable, superior client profits and excellence in service. We have great feedback on the new Black Diamond Client Portal including the mobile …

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? …

The Relentless U.S. Equity Rally! Artificial Intelligence (AI) Drives Massive Gains. The U.S. Housing Boom Stalls. The Federal Reserve Finally Cuts Interest Rates! The U.S. Budget Deficit Starts Down? U.S. Economic Growth Over 3% in Q2 and Q3 for 2025? Liquified Natural Gas (LNG) Exports and the AI Datacenter Power Usage Boom. Wealth Management Reporting Innovations This Year!   Join …

Q: What are some current investment choices that could prove to be the most dangerous for value at risk of loss in the future for investors? Q: What were some key points from the Federal Reserve’s announcements this week? Q: Was there any good news on the economy this week? Q: Is Polymarket.com the most interesting website for economic wagers? …

Q: What are some reasons the U.S. equity indexes hit new highs after a high consumer inflation report coupled with bad news in the jobs market? Q: What potentially is the 90-Day U.S. Treasury Bill (T-Bill) market telling investors right now? Q: What could the long dated U.S. Treasury bonds be signaling to investors right now?   Join Us for …

Q: With headlines focused on short term anxiety, what are some important themes for long term investors to remember? Any recent good news or bad news investors should pay attention to? Q: What is an “over-priced slowing growth spanking” with regards to the equity markets and how could investors avoid one? Q: Which sectors of the financial markets are considered …

Q: What investments could potentially benefit from the anticipated Federal Funds Interest Rate reduction in September and become attractive to investors? Q: What asset classes are forecasted by the Investment Firm GMO and Founder/Investor Jeremy Grantham to outperform over the next 7 years? Q: What fixed income strategies are currently considered attractive by The McGowanGroup’s Investment Committee?   Join Us …