NetWorth Radio Advance Report - May 11, 2020

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 May 11, 2020.

Advance Report

Radio Show

This week’s program starts with a fast paced tour of the Financial markets leading to the Headline Round Up:
What is the Bad News from the April shutdown?
What is the potential Good News from May as well as the updated 2021 projections?
The Profit Report will deliver investment strategy updates. The grand finale today, with PappaDean’s corner of financial wisdom, dives into the mysteries of China and potential outcomes for the global economic future.
Dow Jones Industrial Average  (Dated 05/07/2020)

– Courtesy of Bloomberg LP

 Quarterly U.S. Economic Actual & Estimated Forecasts w/ Probability of Recession (04/01/2019 – 07/01/2021)  

– Courtesy of Bloomberg LP

Yearly U.S. Economic Actual & Estimated Forecasts w/ Probability of Recession (2013 – 2022)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index Quarterly Earnings Per Share and Estimates (05/07/2017 – 05/07/2020)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index (10/10/2007 – 03/15/2013)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index Quarterly Earnings Per Share and Estimates (03/01/2000 – 06/05/2007)

– Courtesy of Bloomberg LP

 Enterprise Products Partners, LP & West Texas Intermediate Crude Spot Price (04/29/2005 – 05/01/2020) 

– Courtesy of Bloomberg LP

Health Care Select Sector SPDR Fund (Approx. 20 Years)

– Courtesy of Bloomberg LP

AllianceBernstein Global High Income Fund, Inc. & BlackRock Corporate High Yield Fund, Inc. – Comparative Returns (12/29/2006 – 12/31/2012)  

– Courtesy of Bloomberg LP

Headline Round Up!

*All Hail Community Banks! Saving small businesses at the local level.
*Washington Updates: U.S. Treasury, Fed, Stimulus, and Trade.
*Your House in February Vs. Now?
*April Jobs Market Overview. May flowers? Reopening Forecasts?
*Wharton’s Jeremy Siegal Warns 40 Year Bullish Bond Market Over? 1981-2020, U.S. Treasury 30 year rate fell from 14% to 1%, what do investors need to know about the next 5-10 years? Fixed Income and Equity strategy?
*What Do People Die From?
*University of Texas Chinese Ties? 
*Texas Battles Over Reopening! Are we confused yet?
*No Good Deed Goes Unpunished! Amazon plays a critical role in supply lines during shut down. Congress rewards him with a subpoena? Impeaching Bezos?
*Go Vegan? Beef market updates.
*Dividend Cuts? Bankruptcies?
*Earnings Updates!

Texas Energy Gold Rush

*The Future of Infrastructure 2020 and Beyond.
*Blackstone Loves Energy Transfer Shares! Indicates company has likely access to future capital needs.
*Modern Monetary Theory and the Best Inflation Assets!

 

Profit Report!

*BlackRock Forecast and Forward Investment Strategy Discussion.
*Planning Discussion: What is a portfolio worth that produces $100,000 per year? Education on “Cap Rates!
1. Distressed market: 10-12%
2. Healthy market: 6%-7%
3. Overpriced market: 3%
For an Asset, what is the estimated 10 year outcome? Cash Flow + Change in Value! 
Buffett warned us in 2019 about the Bad Corporate Whipsaw Rule: Quarterly corporate insanity on long term assets driving CFO’s crazy for the next year – The unrealized Mark to Market rule.

 

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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*Cohen and Steers Midstream Update
*Blackrock New Weekly Outlook

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