Executive Summary
*2026 Winning Allocations After 2/3 of 2026.
*Trillions in AI Capital Spending! Who is writing checks? Who is getting checks? How will this end? Special presentations from Alex!
*Headline Round Up! A global fast paced tour of the financial markets and top headlines this week.
*The Texas Energy Infrastructure Revolution: The global energy crisis of 2026-2027 plus refined fuel shortage.
*Summer Wealth Management Planning Season.
Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers!
Click here to get the monthly newsletter
Financial Headline Round Up!
*Economic Growth Rises to 4.6% in Atlanta Fed Real GDP Now Estimate.
*TEXAS! Morgan Stanley Finalizes $1.3 Billion Expansion in Dallas.
*TEXAS! Texas Billionaire Albert Hudleston Invests in Canadian/Cuban Nickel and Cobalt Producer.
*TEXAS Winning! San Antonio Texas Picked for IEM Advanced Manufacturing Facility.
*TEXAS! North Texas Home Prices Stalled, Down 1.39% Over The Past Year, According to S&P Cotality Case-Shiller.
*Anthropic Sees $30 Trillion in Potential Revenue?? What is TAM?
*Anthropic Expects to Match or Exceed SpaceX IPO and Spends Another $45 Billion for AI Computing Power.
*24/7 Trading: The $500 Billion Blockchain Based Market.
*Delta Air Lines CEO Ed Bastion: AI Could Boost Profitability By 50%.
*Spending Spree! SpaceX Announces $100 Billion Louisiana Starship Launch Site.
*Spending Spree! Meta Pays $18 Billion over Social Media Claims.
*Spending Spree! Nvidia Now Banker to AI Boom. Potentially Dangerous Ground.
*US Diesel Supplies Hit Record Low Before October Peak Demand.
*Salesforce Spikes 20% on Great Earnings.
*Short Squeeze? Abercrombie Soars 42% Raising Guidance.
*Vanguard Buys Wealth Firm Altruist, Expanding Into Advice.
*2 Minute AI Home Refinancing Upending Mortgage Bonds.
*Zoox Coming! Amazon Robotaxis are Hitting the Road.
*Still No California High Speed Rail After 18 Years and $15 Billion. $126 Billion Might Deliver in 2040? More Than The Value of The Top 4 US Airlines COMBINED.
*Dolly Parton’s Empire!
The Charts and Graphs Featured in This Week’s Show
Atlanta Fed GDPNow Estimate 
– Courtesy of Federal Reserve Bank of Atlanta
Nymex First Month 321 Crack Spread (9/2/2016 – 8/28/2026)
– Courtesy of Bloomberg LP
State Street SPDR S&P 500 ETF Trust (SPY) (12/31/2025 – 8/28/2026)
– Courtesy of Bloomberg LP
State Street Energy Select Sector SPDR ETF (XLE) (12/31/2025 – 8/28/2026)
– Courtesy of Bloomberg LP
Dell Technologies Inc. (DELL) (12/31/2025 – 8/28/2026)
– Courtesy of Bloomberg LP
Marathon Petroleum Corp (MPC) vs. Valero Energy Corp (VLO) (12/31/2025 – 8/28/2026).
– Courtesy of Bloomberg LP
VictoryShares Free Cash Flow ETF (VFLO) (12/31/2025 – 8/28/2026)
– Courtesy of Bloomberg LP
Plains GP Holdings LP (PAGP) (12/31/2025 – 8/28/2026)
– Courtesy of Bloomberg LP
