Can Maximum Pessimism = Best Bargain Opportunity for Good Assets?

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“Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.” – Sir John Templeton
Was the end of 2021 the climax of euphoria for the financial markets?
Was June 15th the climax of 2022 pessimism for the equity markets?
What key dates could drive outcomes for investors in 2022?
What DFW patriotic charity has a great success story?

 

Headline Round Up

*The Worst First Half of a Year in the Stock Market Since 1970?
*Happy July 4th: Food Prices up 36%?
*Official Recession or Stealth Recession? Atlanta Fed: Real GDP -1% for Q2.
*High Dividend Paying Stocks Get Huge Buying Wave!
*Crypto-Night! Massive Declines Lead to Crypto Exchange Bankruptcies.
*Bored Ape Crypto Restaurant No Longer Accepts Crypto!
*Deflation: Metals Crash!
*Price Cuts Soar: Housing Market Marks a Peak!

 

NetWorth Radio’s Global Business Leadership Series: Spencer McGowan Interviews Brad Olsen and Oliver Doolin from Recurrent Advisors in Houston – Global Energy Crisis?


Prior to co-founding Recurrent, Brad was most recently the lead MLP portfolio manager for BP Capital Fund Advisors (BPCFA). Under Brad’s leadership, MLP AUM more than doubled (excluding the impact of appreciation).
From 2011 to 2015, Brad led Midstream Research for Tudor, Pickering, Holt & Co. (TPH & Co.), where he was recognized as the top all-around stock picker in the US by the Financial Times in 2013, and the top energy stock picker in the US by Starmine in 2014. Under Olsen’s leadership, the TPH & Co. midstream team was recognized in the WSJ’s “Best on the Street” poll as well as by Institutional Investor Magazine.
Brad also has experience as an investment analyst at Eagle Global Advisors in Houston, where he was part of a 3-person team that grew midstream/MLP AUM from $300mm to over $1bn from 2008 through 2011. He has also worked in investment roles at Millennium International, a large global hedge fund, and Strome Investment Management, an energy-focused hedge fund based in Santa Monica, CA. He began his career in the UBS Investment Banking Global Energy Group in Houston.
Brad earned a BA in Philosophy, Political Science, and Slavic Studies from Rice University in Houston.
Brad resides in Houston with his wife and four children. Brad was nearly fluent in Russian, but is very rusty.

Client Portfolio Manager / Energy Specialist
Oliver has spent over a decade specializing in natural resources, oil & gas, and MLP institutional equity research, most recently at Heikkinen Energy Advisors in Houston.Prior to joining Heikkinen, Oliver served in both research and business development roles at energy-focused investment banks, including 6 years as a Vice President at Tudor, Pickering, Holt & Co (TPH) in Houston, where he specialized in exploration and production (E&P), oilfield services (OFS) and midstream MLP companies.
Oliver began his career as a research analyst covering E&P and Oilfield Service companies for both TPH and Howard Weil, respectively.
Oliver holds a BS with dual concentrations in Finance and Legal Studies (Tulane University) as well as an MS in Accounting from the A.B. Freeman School of Business at Tulane University.
Oliver, originally from south Louisiana, is an avid outdoorsmen and runner. He resides with his wife and two children in Houston.

 

NetWorth Radio’s Charitable Leadership Series: Spencer McGowan Interviews Sherry Whidby, President & CEO of Sons of The Flag!

As President & CEO, Sherry Whidby, is responsible for implementation and management of burn survivor and fellowship programs, donor relations, planning and event management, budget forecasting and oversight, and most importantly, direct interaction with burn survivors, focusing on their needs, and coordinating procedures and burn care assistance.
Prior to joining the Sons of the Flag team five years ago, Sherry spent the majority of her career in corporate America, having been Chief Operating Officer of an insurance agency, as well as the Director of Marketing for a financial services firm.
Today, Sherry is humbled to serve the veteran and first responder burn survivor community. She is thrilled to enhance and implement burn care programs that directly impact and improve the lives of veterans, first responders, children, and families. Her goal is to continue the mission that Ryan Parrott envisioned in 2012; to revolutionize innovations and treatments in burn care for all Americans that have suffered a traumatic burn injury.
In her leisure time, Sherry enjoys listening to live music, socializing with friends, dancing, and traveling with her husband, Mark.

 

Research Round Up!

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*Nuveen: Slower Growth, Not Deep Recession.
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