Q: What well known Artificial Intelligence (AI) company stock spiked this week with a new upgrade praised by industry experts?
Q: What current sectors and asset classes in the equity markets are attractive based upon recent valuations?
Q: What is happening to the price of North Texas homes according to The CoreLogic Case-Shiller Index now?
Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers!
Click here to get the monthly newsletter
Headline Round Up!
*Federal Reserve Interest Rate Cut December 10th?
*New Updated Google Gemini Model?
*Who is Borrowing More to Fund AI Growth and Who Has More Than Enough Reserves to Avoid Borrowing?
*Hey TurboTax, File My Taxes? OpenAI and Intuit Strike Strategic Partnership.
*IRS to Roll Out Salesforce AI Agents Following Workforce Reduction.
*DoubleLine Capital Founder, Jeffrey Gundlach Says Cracks Forming in Private Credit Market!
*Crossmark Global Investments, Inc., Bob Doll’s Observations for The Week.
*Department of Labor’s September Jobs Report Shows Good News This Week!
*TEXAS! Massive Pipeline Expansion to Gulf LNG Export Terminals Since 2008.
*TEXAS! Google Announces $40 Billion Investment in Texas for Three AI Data Centers.
*U.S. LNG Export Capacity Projected to Drive Explosion in Natural Gas Consumption.
*Permian Gas Wave Sparks Biggest Pipeline Expansion Since the Shale Boom.
*Morgan Stanley’s 2026 Global Growth Forecasts and Energy Infrastructure.
Profit Report
2026 Key Trends and Potential Surprises For Investors!
NetWorth Radio’s Texas Global Business Leadership Series: Spencer McGowan Interviews Brad Olsen and Oliver Doolin from Recurrent Advisors in Houston. Can the U.S. Run Short of Natural Gas?
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.
S&P Cotality Case-Shiller Dallas Home Price Index, Seasonally Adjusted – Daily (11/26/2023 – 09/30/2025)
– Courtesy of Bloomberg LP
S&P Cotality Case-Shiller Dallas Home Price Index, Seasonally Adjusted – Daily (11/26/2020 – 09/30/2025)
– Courtesy of Bloomberg LP
Alphabet, Inc. – Daily (12/31/2024 – 11/25/2025)
– Courtesy of Bloomberg LP
SPDR Dow Jones Industrial Average Exchange Traded Fund (ETF) Trust – Daily (12/31/2024 – 11/25/2025)
– Courtesy of Bloomberg LP
Invesco S&P 500 Equal Weight Exchange Traded Fund (ETF) – Daily (12/31/2024 – 11/25/2025)
– Courtesy of Bloomberg LP
Generic Natural Gas Futures Contract Spot Price – Daily (12/31/2024 – 11/25/2025)
– Courtesy of Bloomberg LP
Recurrent MLP Infrastructure Fund With Dividend Reinvestment Comparison – Daily (11/25/2020 – 11/24/2025)
– Courtesy of Bloomberg LP
