Q: How overpriced is the U.S. equity market potentially after the historic rally since April 7th?
Q: What are some of the ways McGowanGroup Wealth Management is addressing the current new market highs?
Q: How can investors estimate future bargains based upon forward returns & what are some benefits for investor’s portfolios?
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Headline Round Up!
*Japanese Trade Deal Finalized, But No Word on the EU as August 1st Deadline Looms! U.S. “Detroit Three” automakers skeptical on Japanese deal.
*Will Corporate Profits Grow Enough to Justify Current Equity Markets Pricing?
*Morgan Stanley Reiterates Bullish Stance While Acknowledging “Risks”.
*Texas: All Hale Scotty Scheffler of Highland Park High School and UT Austin Now Over 90 Million in Career Winnings With Latest Win!
*Texas Instruments Blows It On Earnings Call and Tepid Forecast Delivery.
*Trump Delegates His Insults of Federal Reserve Chairman Jerome Powell to New Bulldog Bill Pulte, Fannie Mae Chairman and Director of the Federal Housing Finance Agency.
*T-Bill at 4.35% Indicates No Federal Reserve Interest Rate Cut Next Week?
*Housing Market Stall: U.S. Existing Home Sales Fall to a 9 Month Low in June.
*Goldman Sachs Surged on Trading Profits in Q2 Fueled by Market Volatility Set Off By Trump Tariffs!
*SPECULATION! Meme Stocks All Over Again With Kohl’s, GoPro, & Krispy Kreme Soaring?
*Robots Taking Over Food Delivery! Technology Removing Humans in Effort to Make Delivery Faster & Better? No Tip? Not Offended!
*What CNBC’s Kramer Said About Top 10 Things to Watch in the Stock Market Wednesday!
*Tobaccoless Nicotine Pouches Are Hot For Phillip Morris Right Now!
*American Airlines Pounded 8% After Investors Realize Revenue Does Not Go Up If You Are Not On Time/Weaking “Consumer Demand”.
*T-Mobile Spikes After Beating Phone Sign-Up Estimates & Lifting Full Year Guidance on Imminent Joint Venture!
*Tesla Pounded 10% Missing Q2 Earnings Estimates But Says Its Key Initiatives Remain on Track “Despite a Sustained Uncertain Macroeconomic Environment Resulting From Shifting Tariffs, Unclear Impacts From Changes to Fiscal Policy & Political Sentiment”.
*Wall Street Bullish on Energy Shares Encouraged by Cheap Valuations & Trump’s Boosterism of the Sector.
*Nuclear Start-Up Oklo Unveils Partnership With Vertiv Holdings to Develop Power and Cooling Systems For Artificial Intelligence (AI) Data Centers.
*Ending Wind and Solar Subsidies = Power Shortages?
*AI Boom Leads to Record U.S. Grid Costs?
SPDR S&P 500 ETF (Exchange Traded Fund) Trust – Daily (12/31/2024 – 07/25/2025)
– Courtesy of Bloomberg LP
S&P 500 Index – Quarterly Earnings Analysis by Sector (05/16/2025 – 08/15/2025)
– Courtesy of Bloomberg LP
S&P 500 Index – Price Earnings Ratio, Monthly (08/02/1995 – 07/25/2025)
– Courtesy of Bloomberg LP
The McGowanGroup’s Total Return Units Allocation Pie Chart (07/11/2025)
– Courtesy of The McGowanGroup
Krispy Kreme, Inc. – Daily (12/31/2024 – 07/25/2025)
– Courtesy of Bloomberg LP
Profit Report
Texas based Buc-ee’s picks a fight in Colorado?
How much is Buc-ee’s, as company, worth?
