Executive Summary *Headline Round Up! A global fast paced tour of the financial markets and top headlines this week. *Your House Appreciation: North Texas Boom Tightens Real Estate Market.  *The Texas Energy Infrastructure Revolution: The global energy crisis of 2026-2027. Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers! …

Executive Summary *Headline Round Up! A global fast paced tour of the financial markets and top headlines this week. *Capital Expenditures on steroids.  What is ROIC? When will ROIC arrive? *The Texas Energy Infrastructure Revolution: The global energy crisis of 2026-2027. *Summer Wealth Planning Season: 10 Stages of Estate Planning and mid-year Tax Planning   Join Us for The Latest …

Executive Summary *Headline Round Up! A global fast paced tour of the financial markets and top headlines this week. *FIFA Football Fortunes! Top player’s net worth and country. *The Texas Energy Infrastructure Revolution:  Impact of Russian refinery decimation and Iran war updates. *Summer Wealth Planning Season: 10 Stages of Estate Planning and mid-year tax planning updates.   Join Us for …

Executive Summary According to reports from both Russian and Western media, Ukrainian strikes have severely damaged Russian oil refineries. This has knocked out roughly 7% of global refined petroleum capacity—a disruption that will likely take years to repair. *Ukraine has expanded the range and the types of targets in Russia. *No deal with Iran and the US.  Strikes and counterstrikes …

McGowanGroup Wealth Management Q3 2026 Client Updates “If you can keep your head when all about you Are losing theirs. . . If you can wait and not be tired by waiting, . . . -Rudyard Kipling Executive Summary *The Strait & The Supply: The aftermath of Operation Epic Fury. *The Tech Horizon: Measuring the historic, AI-powered first half. *Pockets …

Top Financial Questions This Week Q: Potential economic and market impacts of oil falling below $70?   Q: Stupid things people do with their money?  Based upon valuations, this week’s top candidates?   Q: McGowanGroup’s current bargain candidate watch list? A: Deep value and relatively high cash flow.   Join Us for The Latest Financial Headlines and Valuable Research from …

Top Financial Questions This Week Q: What does the successful initial public offering of SpaceX indicate for the future of the AI buildout? A: Generous funding for capital expenditures with Anthropic and Open AI filing for IPO’s as well.   Q: When will investors in AI companies actually get paid? A: We don’t know yet.   Q: McGowanGroup’s current bargain …

Top Financial Questions This Week Q: Global oil inventories? A: Estimate down nearly 1 billion barrels over the last 75 days according to Brian Kessens or Tortoise Capital..   Q: Natural gas? A: Germany faces potential winter shortages.    Q: TEXAS! SPACEX! Will the bottleneck of demand create a “top tick” price like Cerebras, CBRS, Satellogic, SATL?     Join Us …

Top Financial Questions This Week Q: What is currently happening in the cryptocurrency markets? A: The top 10 Cryptocurrencies are down an average of well over 35% over the past year.   Q: What event underscores the Crypto selling? A: Strategy Inc. sold Bitcoin for first time since 2022 to make a debt payment after losing over $100 Billion in …

Q: What have been the financial and economic impacts of frequently changing headlines on Iran? Q: What is FEMO according to Ed Yardeni of Yardeni Research? Q: What are the implications for portfolio strategy? Q: When should you do tax loss selling to reduce capital gains taxes? Q: What is the “January Effect” and how does that set up trading …