NetWorth Radio Advance Report - April 27, 2020

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 27, 2020.

Advance Report

Radio Show

Why are traditional allocations NOT likely to work as well in the future?
What assets are rebounding the fastest?
What is “Getting Paid to Wait,” and “The Power of Compounding.”
What guidance does Dalbar provide on the best approach?
What is Modern Monetary Theory, and what does it tell us about Inflation between now and 2025?
Why is the Cap Rate” calculation so important?
Dow Jones Industrial Average  (12/31/2019 – 04/23/2020)

– Courtesy of Bloomberg LP

C.B.O.E. 30 Year Treasury Bond Yield Index, 10 Year Treasury Note Yield Index, and Short-Term Interest Rate Index (12/31/2019 – 04/23/2020)

– Courtesy of Bloomberg LP

 Standard and Poor’s 500 Index (10/10/2007 – 03/15/2013) 

– Courtesy of Bloomberg LP

Standard and Poor’s 500 Index (03/01/2000 – 06/05/2007)

– Courtesy of Bloomberg LP

 AllianceBernstein Global High Income Fund, Inc. & BlackRock Corporate High Yield Fund, Inc. – Comparative Returns (12/29/2006 – 12/31/2012)  

– Courtesy of Bloomberg LP

iShares iBoxx High Yield Corporate Bond ETF (04/01/2007 – 04/23/2020)

– Courtesy of Bloomberg LP

Headline Round Up!

*Charts of the Week! In Depth Lessons?
*International Monetary Fund (IMF) GDP Forecasts Globally and By Country.
*Updates from Doctors. Boots on the Ground.
*Hedge Fund Action and the Fed.
* The Reopening? What does BlackRock Say? What Does the IMF Say?

Texas Energy Gold Rush

*Oil Went Negative? Why Alex? Why did the stocks go up?
*Oil Storage Full!? Good news for Energy Infrastructure companies?
*Kinder Morgan RAISES the Dividend?
*Futures Markets in 2021? What does it tell us?
*Modern Monetary Theory and the Best Inflation Assets!

 

Profit Report!

What is the Cash Flow Revolution? How did it help recover to record profits after 2002 and 2008?
Education on “Cap Rates!
Updated calculations on Net Present Value of future cash flow: What is $1,000,000 in net cash flow worth in Real Estate?:
1. Distressed market: 10-12%
2. Healthy market: 6%-7%
3. Overpriced market: 3%
For an Asset, what is the estimated 10 year outcome?
Buffett warned us in 2019 about the Bad Corporate Whipsaw Rule: Quarterly corporate insanity on long term assets driving CFO’s crazy for the next year – The unrealized Mark to Market rule.

 

Research Round Up!

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*Credit Market Opportunities
*Blackrock New Outlook

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