Is the “Happy” part of the Equity Markets recovery over?
What does slower growth mean for the Equity Markets?
What is Tactical Allocation strategy?
Why should I keep “Dry Gun Powder” and when should I use it?
What is a Target List and how can it help improve decision making?
What can we learn from prior Financial Markets recoveries?
What is the focus and status of the current Infrastructure bill?
What were the key projects for McGowanGroup interns this summer?
Dow Jones Industrial Average (Year to Date)
– Courtesy of Bloomberg LP
Quarterly U.S. Economic Forecasts with Probability of Recession (Q3 2020 – Q4 2022)
– Courtesy of Bloomberg LP
Yearly U.S. Economic Forecasts with Probability of Recession (2014 – 2023)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index Sectors Earnings Analysis (05/16/2021 – 08/15/2021)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index Quarterly Earnings Estimates (3 Years)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index, Top 10 and Bottom 10 Companies (07/30/2021)
– Courtesy of Refinitiv
Commodity Research Bureau Index (12/31/2020 – 07/29/2021)
– Courtesy of Bloomberg LP
West Texas Intermediate Crude Futures Spot Price (Year to Date)
– Courtesy of Bloomberg LP
Headline Round Up
*U.S. Economy Fully Recovered! What about the jobs chart?
*Federal Reserve Proclamations! What does this tell us about 2022, 2023, and 2024?
*Infrastructure Round 12? How big and where does it go?
*Healthcare sector hits new high?
*CNBC’s Worst States and Best States? Why is Texas on both lists?
*European Forecasts with Delta Variant? What does it mean for U.S. investors?
*Cryptocurrency Rebound!
*Robinhood’s IPO Launches! What does this tell us about the future of the Financial Markets?
*Big Oil, Big Profits!
*The New Green Jacket! Chevron Taps Permian Chief to Run Low-Carbon Division!
*Oil Nears Post Pandemic High Again!
*Natural Gas’s New Post Pandemic High!
*Rent on Suburban Homes Surges!
*Hydrogen Push from China Solar Giant.
*Inflation Easing? Is that the next phase or a head-fake?
*New Residential Sales Cool. Housing back to normal?
*China Meltdown?
*Tether Unhinged?
*Earnings Round Up! What are we learning?
Profit Report
Summer Planning Season
Best Client Questions of the Week
MGAM Disciplines and Evolution.
