NetWorth Radio Advance Report - September 2, 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 September 2, 2019.

Advance Report

Radio Show

Salacious, Repeated Headlines:

Trade Wars!
Yield Curve Inversion!
Recession Forecast!
Trump Tweets! Again!
Dow Plummets!
Oh, What to Do??? Prudent investors note this week’s return to a Dow above 26,000 with rallies that appear to defy logic attached to Xi’s productive trade negotiation announcements. Anxiety drove some investors to sell near 25,000 after the August set backs. Range bound trading is a vital topic included in this week’s NetWorth Radio fast paced tour of the global financial markets.
Possible Outcomes?
Could there be new highs on the Dow if Trump and Xi make nice? Would recessionary data drive a return to low end of the current range near 24,000?
Does it really matter long term if we own great assets that pay us to wait for the future appreciation potential?

 

Headline Round Up!

*McKinney Lands $5 Billion Raytheon Project. Rocket scientists can skydive nearby.
*Did Your House Go Up in Value? Yes, but not as much.
*Mortgage Boom!
*Dow Bounces Back Over 26,000.
*Are Central Banks Powerless in Next Downturn? Master Dalio weighs in during speech.
*GDP Q2 Revised to 2%. What will Q3 be? Atlanta Fed Forecast?
*Positive Money Flow: U.S. is THE ASSET HAVEN! How does this impact the markets and what are the foreign investors buying here?
*Muni Yields TOO Low!
*U.S. Corporate Bonds Benefit in August. Junk Too? Is High Yield a bargain?
*Argentina Needs an Extension of Over $100 Billion. How many times can one nation default?
*Boris (needs a hair cut and a brush) Johnson Suspends Parliament! Trump Should Too!
*China’s Statements Sooth Market.
*China Costco Draws HUGE Crowds!
*Hong Kong Protests Backed By Mainland Rebels Too!
*Forever 21 Old Enough to Die? Weak Retailers on Death Row?
*We Work Won’t Work. Beware the IPO
*Elon Musk: PANTS ON FIRE! Again!
*Space Race! Space Force! Space Rangers! Air Force sets new record for unmanned drone orbit of nearly 2 years. What are they doing up there?
Dow Jones Industrial Average Index (3 Years)

– Courtesy of Bloomberg

C.B.O.E. Short Term Interest Rate Index, 10 Year Treasury Note Yield Index & 30 Year Treasury Bond Yield Index ( 2 Years)

– Courtesy of Bloomberg

Standard & Poor’s 500 All Sector Index Group Ranked Returns (12/31/2018 – 8/30/2019)

– Courtesy of Bloomberg

iShares iBoxx High Yield Corporate Bond ETF Total Return Analysis (04/11/2007 – 08/30/2019)

– Courtesy of Bloomberg

Alerian MLP Index & U.S. West Texas Intermediate Crude Oil Spot Price (5 Years)

– Courtesy of Bloomberg

Texas Black Gold Rush!

*Energy Infrastructure Bounces Back. Was the irrational energy sell off just recession fears? Let’s review the actual numbers for profits and revenue.
*Oil Bounces! Building a base or preparing to plummet? Inventory numbers tell the story.
*Liquid Natural Gas: 6th Export Terminal Adds to that Giant Sucking Sound!
*U.S. Leads World in Petroleum and Natural Gas Production Growth!

 

Profit Report!

Advanced applied technology powers McGowanGroup’s estate planning devotion to your family, heirs, trustees, education, and empowerment!
“It is better to start with a plan than end in a panic.” Investor anxiety stands at a high level driven by headlines. What do this week’s real client case reports reveal about investment strategy?
October through December often presents tax loss selling opportunities to lock in great prices for a January bounce. How does the “January Effect” guide investment trading strategy for 2019 and 2020?

 

Research Round Up!

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*Alliance Bernstein: The Dreaded “Inversion” = Recession. Read this to find out.
*Survival Guide For Retired Investors!

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