Q: How far can the U.S. equity markets fall under the current economic circumstances?
Q: What areas of the financial markets are leading the recent declines in equity indexes?
Q: What sectors are currently holding steady?
Q: What is the long-term strategy position for McGowanGroup and our clients?
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Headline Round Up
*Goldman Sach’s New S&P 500 Index Target at 6,200 from 6,500.
*U.S. Household Net Worth Hits Record $169 Trillion at 2024 End.
*U.S. is the “Saudi Arabia” of Liquified Natural Gas?
*The Reality of Peaking U.S. Oil Production in 2028 vs “Drill, Baby, Drill”?
*U.S. Preparing to Crack Down on Iran’s Oil Exports?
*Is Europe’s Green Hydrogen Dream Fizzling on Its Implementation Gap?
*Texas’s AI (Artificial Intelligence) Data Center Growth Projected to Need the Equivalent of 30 Nuclear Plants by 2030?
*NextEra Renewable CEO John Ketchum Says Natural Gas Plants Cannot Fully Meet Rising Electricity Demand Through the Next Decade.
*Texas Stock Exchange Poaches Exchange Traded Product Experts. Fund Expert.
*U.S. Battery Capacity Spiked 66% in 2024 Say Energy Information Administration (EIA)!
*Wall Street Journal: Wall Street Fears Trump Will Wreck the Soft Landing.
*Elon’s Busy Week: Billionaire Presidential Adviser Says Entitlement Waste Report Somewhere Between $500-$700 Billion in Fraud a Year!?
*The Dot-Com Bust Vs the Current AI Boom. Some strategies that worked in hindsight?
*Dollar Cost Averaging During Market Declines?
*Intel Spikes on Naming Lip-Bu Tan New CEO.
*Trump Administration Tariff Chaos Updates.
*Porsche Electric Cayenne Coming at Year End.
*Alphabet’s Waymo to Offer Self-Driving Rides in Palo Alto.
*Airlines Slash Guidance for 2025: “A Parade of Horribles.”
Mergers and Acquisitions
*Real Estate: Rocket Cos. To Buy Redfin Corp. for $1.75 Billion in All Stock Deal!
Dow Jones Industrial Average Index – Daily (03/15/2023 – 03/14/2025)
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 – Daily (03/15/2023 – 03/14/2025)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index – Daily (03/15/2023 – 03/14/2025)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index – Quarterly Earnings Analysis by Sector (11/16/2024 – 02/15/2025)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index – Member Ranked Returns, Year to Date (12/31/2024 – 03/14/2025)
– Courtesy of Bloomberg LP
U.S. Consumer Price Index – Urban Consumers Year over Year, Non-Seasonally Adjusted & Federal Funds Target Rate, Monthly (03/31/2015 – 03/14/2025)
– Courtesy of Bloomberg LP
Profit Report
Q: According to the “Volcker” thesis, where should the Federal Funds overnight bank lending rate be?
Q: How many Federal Interest Rate cuts could that imply for 2025 and 2026?
Q: What could a reduction in the Federal deficit potentially cause in the credit markets?
