NetWorth Radio Advance Report - December 18, 2017

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 December 18, 2017.

Advance Report

Radio Show

*The Most Important Forecasts for 2018!
*What the Fed Said!
*LIBOR Spike! What Does It Mean for Global Markets in 2018
*Inflation? Coming Back But How High Can it Go?
*Falling Off the Pier: Pier 1 Drops Over 30% in a Single Day.
*Texas Instruments! 18 Year All Time High. What Does It Tell us about Amazon? Buyer Beware.
*High Fliers: Southwest Airlines All Time High!
*Sweet Tweet: Twitter Up 40%, Still Only 1/3 of High Point.
*Tesla, Clean Energy But Burning $8,000 per Minute!
*Net Neutrality? AT&T Impact?
*”EPIC” Opportunity in Energy?
*Liquid Natural Gas Global Growth!
*Big Oil Coming Back. Rocky Mountain Shale.

 

Profit Report:


Often the most popular investment category is “too much in the sun(1).” The resulting overpricing and subsequent bear underpricing have often marked the greatest dangers and resulting opportunities in my 31 year career.
In 2009, we cheekily nicknamed one of our best research pieces as “20 Companies That We Believe Will Not Die.” The list included Whole Foods which subsequently rose from under $10 to an all time high near $60(2). So unpopular were stocks we found most investors fearful of adding positions at what was proven to be a great inflection point.
Harken back to 2014. Oil was over $100(3). Scores of research pieces touted the energy master limited partnerships, one of the most popular investment categories at that time(4). For several years now we have watched opportunities develop which appear to have come to the point of attractive inflection in the inflation friendly energy category. The 3 year bear market cycle in oil prices appears to have now ended based upon recent prices approaching $60 per barrel after a 2016 low near $27(5).
Our diligent research process has identified, what we believe to be, one of the best opportunities since early 2016, when the high yield credit markets froze producing large discounts with high income. The term “capital call” refers to our urging clients to make deposits into an attractive asset class.
For clients able to make deposits and for our cash reserves, we are completing allocations into attractive high dividend energy companies. Please call to discuss the opportunities for 2018 “and beyond.”
Spencer D. McGowan – December 2017
McGowanGroup Asset Management
1. Hamlet Act1,Scene 2
2. Bloomberg LP – July 2003/October 2013
3. Bloomberg LP – West Texas Intermediate Crude, February 2014
4. https://www.bloomberg.com/graphics/infographics/mlps-draw-record-investment.html
5. Bloomberg LP – West Texas Intermediate Crude, November 2017/January 2016

 

*Tax Reform? How Many Times Does Washington Actually Have to Pass a Bill?
*What’s the Plan? Details of the New Tax Plan and What it Means for Investors!
*Bitcoin Futures? Bitcoin Tax Ruling! Possible Outcomes.
*What is a Structured Product?
*What is an Exchange Traded Note, ETN?
*Artificial Intelligence
*The Future of Global Trading
C.B.O.E. 30 Year Treasury Bond Yield Index and Fed Funds Rate (Approx. 10 years)

-Courtesy of Bloomberg LP

Crude Oil Futures and Alerian MLP Index (Approx. 5 years)

-Courtesy of Bloomberg LP

Crude Oil Futures and U.S. CPI Index (10 years)

-Courtesy of Bloomberg LP

 

Featured Research Solutions:


Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
*Millennial BOOM
*Five Questions About US Tax Legislation
*The Next Recession

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