Published on: May 9, 2025

NetWorth Radio Advance Report - May 12, 2025

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 12, 2025.

Advance Report

Radio Show

Q: What are some probable catalysts powering this week’s equity market rally?
Q: Is the current equity rally a “head fake” for investors?
Q: What are some sectors of the equity markets did the McGowanGroup find potential bargains during the 2025 corrections?

 

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Headline Round Up

*Trump Announces Trade Framework with the United Kingdom as ”Breakthrough” Bringing Down Trade Barriers.
*India Hikes U.S. Crude Oil Imports by 67% in March to Replace Russian Volumes?
*Wall Street Journal’s Editor at Large Gerard Baker Says, “Have We Dodged the Tariff Disaster”? Likens Trump Tariffs to Brexit?
*EU Targets $113 Billion of U.S. Goods with Tariffs If Trade Talks Fail.
*Federal Reserve Chairman Jerome Powell Holds Interest Rates Steady Even After Insults of ”Mr. Too Late”, “Total Loser” & “Fool” From Trump.
*DoubleLine Capital’s CEO/CIO Jeffrey Gundlach on Private Credit Driven Liquidity Issues, Federal Reserve Uncertainty & The Waning Momentum of American Exceptionalism.
* Billionaire Investor Paul Tudor Jones Thinks Stocks Are Set to Fall?
*Wall Street Journal’s Editorial Board Asks, “Where’s That Maximum Pressure On Iran”?
*Feel The Power! Constellation Energy Jumps 12% on Verge of Signing Long-Term Nuclear Deals on Heels of $16.4 Billion Calpine Takeover.
*Canada Goes Nuclear as First of G-7 Nations to Build Small Modular Reactors.
*EU Wants End To All Russian Energy Imports by 2027! Will U.S. Liquefied Natural Gas (LNG) Exporters Celebrate?
*Record Stock Buybacks as Corporate America Repurchase Announcements Surpass Over $500 Billion in in Last Three Months!
*WeightWatchers (Rebranded as WW International, Inc.) Ballooned Up with Debt & Pops into Bankruptcy from GLP-1 Success.

Texas!

*Port Aransas Texas Home Prices Explode as Wealthy Texans Purchase Second Homes!

 

SPDR Dow Jones Industrial Average ETF (Exchange Traded Fund) Trust – Daily (05/05/2025 – 05/09/2025)

– Courtesy of Bloomberg LP

SPDR Dow Jones Industrial Average ETF (Exchange Traded Fund) Trust – Daily (12/31/2024 – 05/09/2025)

– Courtesy of Bloomberg LP

Invesco QQQ Trust Series 1 – Daily (12/31/204 – 05/09/2025)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index – Quarterly Earnings Analysis by Sector (02/16/2025 – 05/15/2025)

– Courtesy of Bloomberg LP

The Atlanta Federal Reserve GDPNow Real GDP Estimate for Q2 2025 (05/08/2025)

Courtesy of The Atlanta Federal Reserve

The McGowanGroup’s Total Return Units Allocation Pie Chart (05/09/2025)

– Courtesy of The McGowanGroup

Profit Report

Warren Buffett retires as CEO of Berkshire Hathaway!

 

Preston’s Lane

The controversial & alleged luxury fashion scandal of 2025 along with the Chinese takedown of European brands!

 

Research Round Up!

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*Cohen & Steers: Tariffs and The Long Term Value of Real Estate and Infrastructure
*BlackRock: 2025 Momentum and Deep Value
*AllianceBernstein: AI Driven Spending Boom and Supercycle

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