Published on: April 22, 2022

NetWorth Radio Advance Report - April 25, 2022

In this NetWorth Radio Advance Report, Spencer McGowan, President of McGowanGroup Asset Management, delivers financial news and intelligence with insights you can act on for April 25, 2022.

Advance Report

Radio Show

What areas of the equity markets are down so far this year?
What sectors of the financial markets are up in 2022?
How can higher inflation change a financial plan and allocation strategy?
What are some reasonable portfolio solutions to inflation?
Do the Federal Reserve’s inflation-fighting measures result in a recession?
How can we get cash flow increases in our investment portfolios?
What is Duration risk?
What is Convexity?
How large should a discount be to justify a fixed income allocation in your portfolio?
Why did the equity markets rally in April?


Headline Round Up

*Sharp FAANG Bites: Netflix Implodes! Facebook Face Plants! Google, Amazon, and Apple “Smooshy”. What can the charts tell us?
*Bill Ackman Lost $430 Million on Netflix!
*U.S. Exporter Cheniere Puts on a High Tech Show as Natural Gas Spiked Over $7. What does it mean for the future?
*JPMorgan Says $185 Oil at Immediate EU Russia Ban.
*Oil Inventories 15% Below 5 Year Average.
*U.S. Dollar Hits Two Year High?
*Tesla Shares Near Break Even for 2022.
*Musk Defies Gravity Again with Twitter Funding.
*Yoga Pants for Everyone! Lululemon Plans to Double Sales by 2026.
*Looming Battery Shortage!
*Corn and Wheat Futures Prices Double! What about that ethanol mandate?
*30 Year Mortgage Rates Climb to 5.11%. Buying Power Reduced by 20% for Same Payment.
*Existing Home Sales 2 Year Low!
*Ft. Worth Based American Airlines Spikes Over 10% on Soaring Demand!


Dow Jones Industrial Average (04/22/2021 – 04/22/2022)

– Courtesy of Bloomberg LP

Commodity Research Bureau/ BLS Index (02/18/2020 – 04/21/2022)

– Courtesy of Bloomberg LP

Netflix, Inc., Meta Platforms, Inc., & Starbucks Corp. (04/22/2021 – 04/22/2022)

– Courtesy of Bloomberg LP

Energy Select Sector SPDR Fund (04/22/2021 – 04/22/2022)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index & U.S. Consumer Price Index – Urban Consumers Year over Year, Non-Seasonally Adjusted (01/03/1978 – 12/31/1982)

– Courtesy of Bloomberg LP


Profit Report

*2025 Estate Tax Sunset? Trump Tax Cut Sunset?
*How much is a 1913 dollar worth? Answer: 3.4 cents!
*3.13% 109 year average inflation rate.
*Every 22 years buying power chopped in ½ on average.
*The Most Bizarre Tax Proposal So Far? Why is Mark to Market a recipe for disaster?


Research Round Up!

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*Scott Minerd Guggenheim: The Path of Fighting Inflation!
*Cohen & Steers: Own Real Assets!

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