NetWorth Radio Advance Report - April 23, 2018

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 April 23, 2018.

Advance Report

Radio Show

Oil prices rose to near $70 this week on reports of tightening supplies and reports of bottlenecks in the Permian Basin.
DoubleLine’s lead manager Geoffrey Gundlach had commented during the first quarter of 2018 that energy shares were incredibly cheap.
This week’s rally in oil prices corresponded to 52 highs in ConocoPhillips, Hess, and Suncor Energy. The money flows this week appear to signal a potential end to the 4 year bear cycle in shares of energy related companies.
Pipeline company indexes registered gains over 10% from recent lows set in March.
Alerian MLP Index vs West Texas Intermediate Oil Spot Price Index (Approximately 5 years)

-Courtesy of Bloomberg LP

With the equity markets likely range bound, this week’s program illuminates the strategy: “Get Paid to Wait.”
Dow Jones Industrial Average (Approximately 1 year)

-Courtesy of Bloomberg LP

*Is the Tech Rally Over?
*What Fixed Income strategies can outperform equity over the next 5 years with less risk?
*Which Fixed Income strategies appear likely to be lucky just to break even, or worse, and why do too many portfolio models have the allocation?
*What are the most attractive sectors in the financial markets?
*The impact of rising short interest rates and flat long interest rates?
*What should investors do now to prepare for future of inflation?

Headline Round Up!

*Liquid Natural Gas Updates:
  • 3 shipments through Panama Canal this week.
  • The second U.S. export terminal came on line during April.
  • European LNG demand rose 18%!
  • China demand rose 46% over the past year!
  • U.S. LNG trading catching up with largest exporters.
  • 2030 forecasts increased.
  • Cheniere veteran plans funding pipeline and terminal acquisitions from LNG consumers GE, Total, and Bechtel.
  • Kinder Morgan boosts dividend 60%!
*100 Million People on Amazon Prime!
*Altria and Philip Morris Smoked!
*Alcoa Hits 52 Week High in Commodity Rally: Aluminum Looks Golden!
*Solar Rally: First Solar and SunRun Run Up!
*Beijing on Drugs! China Steps Up with $1.4 Billion in U.S. Biotech Funding.
*Housing Starts Still Strong! Not a Recession.
*Dawn of the Dead: Retail Zombie Malls and Store Closures!

Profit Report:

*How important are dividends?
*Trustee Boot Camp begins at age 21!
*Uniform Trust for Minor’s Accounts: What you need to know for your kids and their future.
*Blockchain Crypto Currency Latest Developments.
Bitcoin – US Dollar Cross Rate (1 Bitcoin = $8,495.6641 USD; graph is approximately 1 year)

-Courtesy of Bloomberg LP

Bloomberg Commodity Index (Approximately 1 year)

-Courtesy of Bloomberg LP


Ideal Allocation Model

Ideal Allocation Model 042015 UPDATE


Featured Research Solutions:

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
*Clearbridge on Pipelines and MLP’s
*Cohen and Steers Updates on Energy Infrastructure.
*JP Morgan Asset Management Complete Guide to The Markets.

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