NetWorth Radio Advance Report - February 11, 2019

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 February 11, 2019.

Advance Report

Radio Show

Throughout the 4th quarter of 2018, we emphasized in each broadcast the bargains to accumulate, where appropriate, in global high yield bond funds and energy infrastructure. These high cash flow assets led traditional fixed income and equity index allocations in January’s rally.
This weekend’s program takes the capital call into an action plan for now and the next 5 years. Last January, the rebalancing correction that took the Dow from 26,500 to near 23,000 began on about January 28th. January ending money flows are notably different with the Dow holding gains of approximately 7% since the beginning of the year.
Join us for a fast pace tour and analysis of the earnings results posted so far in 2019 along with what it means for investment strategy. The power of reinvestment over the next few years can make a powerful difference for you and your family.

 

Dow Jones Industrial Average (Approx. 3 Years)

-Courtesy of Bloomberg

Alerian MLP Index (Approx. 3 Years)

-Courtesy of Bloomberg

iShares MSCI Emerging Markets ETF (Approx. 3 Years)

-Courtesy of Bloomberg

iShares JPMorgan USD Emerging Markets Bond ETF (Approx. 3 Years)

-Courtesy of Bloomberg

NYSE FANG Index (Approx. 3 Years)

-Courtesy of Bloomberg

Standard & Poor’s Equity Index (11/16/2018 – 02/15/2019)

-Courtesy of Bloomberg

Standard & Poor’s Equity Index  – Energy (Oil, Gas & Consumable Fuels (11/16/2018 – 02/15/2019))

-Courtesy of Bloomberg

World Interest Rate Probability – United States (03/20/2019 – 01/29/2020)

-Courtesy of Bloomberg

World Bond Markets – Rates on 10 Year Bonds (02/08/2019)

-Courtesy of Bloomberg

Headline Round Up!

*Shut Up Kudlow! Pessimistic Comments on Trade Negotiations Slammed Dow on Thursday.
*Emerging Market Rebound!
*Stupid Cheap? Infracap’s Jay Hartfield Comments on Energy Infrastructure Bargains. Predicts Acquisitions.
*Crypto Update: Canadian Crypto Currency Exchange Founder Dies. Where is the Money? No Passwords. No Succession Plan. Business owners need a succession plan! MGAM can help.
*Bond King Steps Down. Laments Unconstrained Performance at Under 1% Average Annual Returns Since 2014. Kudos to His Total Return Performance Through 2014.
*Tech Rally and Earnings Beats!
*Google Alphabet Reports and Drops over $50 per Share?
*Apple Buying Netflix? What will they do with $130 Billion in Cash?
*RACE Ferrari Reports $100,000 Profit Per Car. SUV Coming! Sold Out for 2 Years.
*Rolls Royce SUV $500,000. Cupholders and Grey Poupon Included?
*Big Bank Merger BB&T Buys SunTrust for $66 Billion.
*REIT Rally? Commercial Cap Rates?
*LNG Wave Hitting Europe. Cargoes Diverted from Asia to Europe.
*Big Oil Banking Cash!
*$10 Billion Qatar Exxon LNG Project Finalized
*Anadarko Riding the Mozambique LNG Wave. Deal with Shell. Stock Crazy Cheap?
*Cameron Hackberry Louisiana LNG Project. Haynesville Millionaires Likely Celebrate “that Giant Sucking Sound.”
*Royalty Buying Spree by Midland Based Viper Energy Partners in Permian.

 

Profit Report!

*The Updated Estate Planning Package!
*The Guide to MGAM Trustee Boot Camp: Get your Heirs Smart! Lessons from MGAM winning clients! Frugality, enterprise, and passions for investing.
*401k: Semi Annual Allocation process and the Direct Rollover Conference Call.

 

Research Round Up!

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
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*The Updated MGAM Estate Planning Package!
*Fixed Income Balance: High Yield Can Offset Investment Grade Price Risks, Poised for Outperformance in 2019-2020.

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