Q: How is the U.S. Economy doing so far this quarter? A: As of March 16, 2023, The Federal Reserve Bank of Atlanta’s Real GDPNow estimate is 3.2% for the first quarter 2023. Q: What are some of the important forecasts for the financial markets in 2024? A: There is substantial earnings growth potential for the S&P 500, projected real …

Q: What is the significance of current corporate profit projections between now and 2024? A: Corporate earnings are predicted to rise significantly over the next 18 months. Q: Is there now more trouble ahead for the U.S. banking system? A: By stepping in to backstop all deposits, instead of $250k FDIC limit, at the 2 failed banks the likelihood of …

Q: What are the likely explanations for the current U.S. Treasury Yield Curve Inversion: This week The 30-year Treasury Yield was at 3.85% vs. The 6 month Treasury Yield at 5.25%? A: Recession expectations, 2024 lower interest rate expectations, institutional allocations to U.S. Treasuries, and Disinflation since July are some potential reasons. Q: Is the global supply chain back to …

Q: What were some of the most important observations and lessons from Berkshire Hathaway’s annual report to the McGowanGroup? A: Stay tuned for today’s grand finale on our show! Q: What could the bond markets be telling investors about the Federal Reserve March 22nd announcement on interest rates? A: The 6 month T-bill yield was at 5 1/8% on February …

A: Another sell off in the financial markets ahead of the Federal Reserve raising Interest Rates combined with business preparing for slowing growth. Q: If I cannot rely on a rally in the equity markets, what should I be doing? A: Increase forward cash flow in assets that are undervalued. Q: How are successful investors different from those that make …

Q: What changed dramatically this week about some of the forward looking economic forecasts? A: Atlanta Fed Real GDPNow estimates 2.4% current economic growth. Q: Retail sales up 3% in January? Don’t all those people know this is a Recession? A: Jobs and sales appear to indicate a healthy economy. Q: Why have the equity indexes remained remarkably stable in …

Did equity valuations go too low in 2022? What caused the Dow Jones to spike 600 points this past Tuesday? Should investors fear a potential Windfall Profits Tax? Is the 2023 Tech Sector bounce sustainable? What are some of the important changes in the Secure 2.0 act? Will commodities rally in the equity markets in 2023? What is the McGowanGroup’s …

What were the Federal Reserve’s announcements regarding interest rates? Why did tech stocks soar after the Federal Reserve’s announcements? What is the January Effect? Who are some of the North Texas companies who have, so far, posted large gains in 2023? Is Spencer Whistling Past The Graveyard wearing Rose-Colored Glasses? Is Alex’s outlook on the equity markets Bearish? Why did …

What is the real story on 2022 Q4 Growth and Inflation in the financial markets? What can 2022 Q4 profit announcements tell investors? Are energy companies still undervalued in the equity markets currently? What are some of the fixed income strategies that appear most attractive to investors now? What are a few of the key parts to an effective financial …

Should investors fear the Debt Ceiling and a Government shutdown? Did Inflation subside in July 2022? What are some of the important financial forecasts for investors in 2023? What events could surprise investors next week in the equity markets? How can investors engage The McGowanGroup?   Dow Jones Industrial Average (01/01/1986 – 12/31/1999) – Courtesy of Bloomberg LP Dow Jones …