Q: What investments could potentially benefit from the anticipated Federal Funds Interest Rate reduction in September and become attractive to investors?
Q: What asset classes are forecasted by the Investment Firm GMO and Founder/Investor Jeremy Grantham to outperform over the next 7 years?
Q: What fixed income strategies are currently considered attractive by The McGowanGroup’s Investment Committee?
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Headline Round Up!
*Texas! Dr. Pepper Moving Back to North Texas!
*Allianz Chief Economic Advisor’s , Mohamed El-Erian, Top Two Federal Chairman Contenders Both Indicate Interest Rates Should Come Down.
*The Bureau of Economic Analysis’s Inflation-Adjusted Gross Domestic Product (GDP) for Q2 2025 Revised Upward, Again by 0.3 to 3.3%!
*U.S. Core Capital Goods Orders Increased in July Rising Above All Forecasts.
*Investors Rack Up Record Margin Debt in July to All Time Highs!
*Corporate Mergers and Acquisitions Up 30% In Last 90 Days Topping $1 Trillion.
*Chinese Espionage! Yearslong “Salt Typhoon” Campaign by Hackers Targeted 80 Countries and 600 Companies?
*More Exchange Traded Funds (ETFs) Than Actual Stocks?
*From Socks to Riches! Bombas Sock Moguls on Track in 2025 to Hit $500 Million in Sales A Decade After Shark Tank Appearance.
*Texas! Bullish on East Texas as Dillard’s Buys The Longview Mall in Longview for $34 Million?
*The Wall Street Journal’s Take on Intel’s “Tricky Dance With Trump” & The Equity Award to U.S. Government.
*iPhone 17 Ready for Launch September 9th, But Apple Still Down 7% for 2025 Currently.
*Market Revolt! Michael Saylor’s Strategy, Inc. Bitcoin Premium Takes a Hit.
*Winning? Kohl’s Spikes on Raising Full Year Forward Sales Outlook From Sales Only Being Down 5% This Year.
*Williams-Sonoma Raises Full Year Sales Growth Target Outlook on Strong Q2 Results.
*Cracker Barrel Spikes After Restoring Old Dude on Signs & Getting Up to $1 Billion in Free Advertising?
*Priced Beyond Perfection? Nvidia Falls Almost 2% This Week After Beating Earnings and Revenue Growth Estimates for The Current Quarter.
*Home Prices in Dallas Down -0.64% Over The Past Year as Nationwide Numbers Are Up 2.79% During The Same Timeframe.
Profit Report
Cohen & Steers: Nuclear Renaissance
The McGowanGroup’s Total Return Units Allocation Pie Chart (07/11/2025)
– Courtesy of McGowanGroup Asset Management
S&P 500 Value Index vs S&P 500 Growth Index – Daily (08/31/2015 – 08/28/2025)
– Courtesy of Bloomberg LP
SPDR S&P 500 ETF (Exchange Traded Fund) Trust – Daily (12/31/2024 – 08/29/2025)
– Courtesy of Bloomberg LP
SPDR Dow Jones Industrial Average ETF Trust– Daily (12/31/2024 – 08/29/2025)
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 – Daily (12/31/2024 – 08/29/2025)
– Courtesy of Bloomberg LP
S&P 500 Index – Quarterly Earnings Analysis by Sector (05/16/2025 – 08/15/2025)
– Courtesy of Bloomberg LP
