Dow Jones Industrial Average (Approx. 3 Years)   – Courtesy of Bloomberg LP Dow Jones Industrial Average (12/31/1999 – 12/31/2012)  – Courtesy of Bloomberg LP U.S. Employment Total in Labor Force NSA (09/30/2019 – 08/31/2020) – Courtesy of Bloomberg LP U.S. Job Openings by Industry Total SA (07/31/2019 – 07/31/2020) – Courtesy of Bloomberg LP Quarterly U.S. Mortgage Originations Total (06/30/2015 …

MGAM Q4 2020 Client Updates September 1, 2020   Macro-Economic Points and Projections The Atlanta Fed has released projections of 25% for Q3 and 22% for Q4 annualized economic growth. This represents an entirely different picture for investors compared to the dire Q2 forecasts. The strategy implications for the next 18 months are vital for forward success. The markets are …

Economic Growth? Our broadcasts during Q2 contained the phrase “The Fastest Recovery in History.” Q3 announcements have been “Better Than Expected” for Corporate Earnings, Economic Recovery, and Financial Markets. Advanced Applied Technology Upgrades. Advanced Tax Planning for Q4 2020. U.S. Durable Goods New Orders Industries Month Over Month (Approx. 1 Year)  – Courtesy of Bloomberg LP Exchange Trade Fund Flows …

This week’s headlines speak for themselves. A major shift is taking place during the second half of 2020. The conclusions could be exciting! Happy Birthday PappaDean! The program concludes with a tribute of one of Dallas’s Financial Services leaders on his 82nd birthday!  Dow Jones Industrial Average (Year to Date)   – Courtesy of Bloomberg LP Invesco QQQ Trust Series 1 …

Post melt-down regret is beginning to set in for investors who sold in March after being taunted by economic as well as market recoveries. Alex refers often to money flows driven by the fear of missing out, FOMO. The NetWorth Radio dashboard of great research expands this week again building on last week’s fascinating focus on the popular and pricey …

The NetWorth Radio dashboard of great research expands this week again building on last week’s fascinating focus on the popular and pricey FAANG group. This obvious group deemed Covid-19 immune beneficiaries of the pandemic. But, wait! What comes next? Is this a head fake? Bill Miller’s Bloomberg Radio podcast link will also be included in our next free subscription list …

July was the Grand Finale of the Q2 shutdown quarter of bad news. The prior Equity Market rebounds appeared to be based upon: 1. Fast and large Fed liquidity infusions along with massive spending to bridge loss of income. 2. Anticipation of fast recovery. 3. Massive buying in popular tech companies. Valuable investment intelligence for effective decisions often begins with …

This week’s tour through the global charts provides Intelligence for investors with a fast paced exploration of what companies actually cost versus forward returns. The strategy implications contain both bubble warnings and guidance for 2021 preparation. Dow Jones Industrial Average (Year to Date)  – Courtesy of Bloomberg LP Invesco QQQ Trust Series 1 (Year to Date) – Courtesy of Bloomberg …

July brings arguably some of the worst quarterly Financial and Economic reports in modern history. The Dow and S&P, it could be argued, are literally whistling past the graveyard. The most important conclusion for investors could be a Range Bound market waiting for earnings to justify valuations. How long could that flatness with downdrafts take before reaching new highs? What …

June reports on the employment market provided reinforcement on thesis that the recovery is a “Nike swoosh” instead of a “V.” The implications for Investment Strategy? Range bound market since 2017. Stuck in irons for how long? A deep dive into the updated charts, economic and trading data begins this week’s program. U.S. Employment Total in Labor Force  (07/09/2014 – …