NetWorth Radio Advance Report - May 13, 2019

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 13, 2019.

Advance Report

Radio Show

The Waterfall of Capital Flows

The Reversals of Capital Flows

One high point this week, it was great pleasure to be invited for a live interview on WFAA Channel 8 Good Morning Texas. Here is the interview with planning and education tips!
Our program this week will guide investors through the cascade of Capital Flows and Asset Class pricing during different parts of the Economic Cycle.
The important lessons include guidance for the current cycle which we have labelled as a Sideways Market, boring, with scattered surprises. The fast paced tour for investors will include important questions for 2020 and beyond:
Where are the Risks in the current Bond market?
Is the Tech Rally over?
What is the future of Residential Real Estate and the current cycle?
Why do updates on trade negotiations lead to large swings in the Dow and the S&P 500?
What are the likely outcomes from the Trade issues?
How does the Middle East escalation affect the Bond markets and why?
What does the Texas Black Gold Rush mean for us?
What is a Range Bound market and what should I do to prepare?

 

Dow Jones Industrial Average Index (Approx. 10 Trading Days)

– Courtesy of Bloomberg

Standard and Poor’s 500 Index Earnings Analysis (Approx. 3  Months)

– Courtesy of Bloomberg

Standard & Poor’s 500 Index – Oil & Gas Storage and Transportation Category, Earnings Analysis (Approx. 3  Months)

– Courtesy of Bloomberg

Alerian MLP Index Earnings Analysis (Approx. 3 Months)

– Courtesy of Bloomberg

Beyond Meat, Inc. (Since May 2, 2019)

– Courtesy of Bloomberg

Lyft, Inc. (Since April 9,2019)

– Courtesy of Bloomberg

Redfin, Corp. (Approx. 2 Years)

– Courtesy of Bloomberg

Zillow Group, Inc. (Approx. 8 Years)

– Courtesy of Bloomberg

Headline Round Up!

*Iran Prepares for Attack!? Lots of Buying in US Treasuries!
*Trade War Triple Digit Downdrafts Again!? Trump and Xi like two rival elementary school kids on the playground (just like Alex and Andrew!)
*China’s New 2018 Record: DEFAULTS!
*NSA Apparently Took the Day Off from Spying on our Administration, Hacked China, and Got Their Code Stolen! 
*USA Still Has Record Jobs Available! Get a Job!
*Gundlach Unhinged! Recommends Options Straddle on Rate Volatility?
*Money Losing Companies Rake in Billions in Initial Public Offerings!
*Another Bitcoin Theft of $40 Million+. Fidelity Rolls Out Institutional Crypto Trading. Bitcoin Near $6,000.
*Harvard Likes Hedge Funds Doubles Holdings to $13 Billion. Alternatives to Profit? Harvard Ranks Last in Ivy League for a Decade!
*Drivers do Their Part to Sabotage Uber IPO and Spank Lyft Investors on Wednesday.
*Buffett in a Funk? Kraft Macaroni and Cheese Not Mom’s Favorite. Questions Private Equity Return Calculations.
*Most Munis are Too Expensive! Vanguard Tax Free Money Market for Now?
*Game of Thrones Leaves a Coffee Cup on the Table? Starbucks Benefits!
*Fifth Avenue Rents Fall, Vacancies Climb. Still Retail Space $2,079 Per Square Foot. 25% Vacancy.

Texas Black Gold Rush!


*Energy Infrastructure HOT: MPLX LP Scoops Up Andeavor Logistics for $9 Billion.
*Anadarko Takeover by Occidental May Get Squashed by T. Rowe Price?
*Huge New LNG Plant in Mozambique.
*French Total S.A. Wants to Dominate LNG?
*Sempra LNG Exports at Cameron Begin May 25th. That giant sucking sound is natural gas flowing.
*U.S. Natural Gas Exports to Europe Soar 300% in 9 Months!
*Aramco Coming to Marcellus Shale?
*Pipeline Shortage!

 

Profit Report!

Residential Real Estate Revolution
An action packed 3 hour meeting this week provides insights to the future of Residential Real Estate. Do not miss this section because we cover the potential grand finale of the real estate cycle driven by lower transaction fees and near instant liquidity with ubiquitous information.
This is similar to the revolution in finance that drove the premium higher on the S&P 500. Caution before the other side of the cycle.
BEWARE of the biggest retirement withdrawal mistakes clients make! Don’t let this be you.

 

Research Round Up!

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