Published on: July 23, 2021

NetWorth Radio Advance Report - July 26,2021

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 July 26, 2021.

Advance Report

Radio Show

What happened during Monday’s sell off?
What is considered a “normal” market correction?
Why did U.S. Treasury yields fall again?
What are the biggest challenges for Moderate and Conservative investors over the next 10 years?
What is Multiple Expansion and Contraction?
What do 2021 Q2 Earnings tell us so far?
What sectors are “Overinvested.”
Where is the Infrastructure Bill and What’s in it?
What do investors need to know about tax increase proposals?
What is The McGowanGroup Dashboard and Target list?

 

Dow Jones Industrial Average (Year to Date)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index Sectors Earnings Analysis (05/16/2021 – 08/15/2021)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index Cumulative Total Return by Sector – Gross Dividends (04/23/2021 – 07/23/2021)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index, Top 10 and Bottom 10 Companies (07/23/2021) 

– Courtesy of Refinitiv

C.B.O.E. 10 Year Treasury Note Yield Index (Year to Date)

– Courtesy of Bloomberg LP

Natural Gas Futures Spot Price (Year to Date)

– Courtesy of Bloomberg LP

West Texas Intermediate Crude Futures Spot Price (Year to Date)

– Courtesy of Bloomberg LP

Headline Round Up

*U.S. Treasury Ten Year Note Dropped to 1.15% Early this Week!
*Domestic Air Travel Restored Near 75% of 2019.
*Space Travel Industry Launched! What does this tell us about air pockets in the market?
*Ackman Sees Massive Boom Despite The Delta Variant! What about Lambda?
*Microchip Shortage Hits Phone Market. Who makes the stuff that makes the ‘chips?
*WeWork’s Neumann Extracted $2.1 Billion From The Company?
*Solar Efficiency Soars!
*Bitcoin Miners Go Nuclear?
*Blockchain Start Ups Raise $4.4 Billion in 90 Days. The future of instantaneous processing and Fintech.
*Goldman Sachs Says Oil Hits $80 per Barrel This Summer.
*JPMorgan: Large Cap Energy Short Squeeze!
*Natural Gas Summer Pricing Highest Since 2014.
*Five Bizarre Energy Ideas! Has this gone too far?
*Did the Green Energy ETF Reach an Inflection Point?
*Earnings Round Up! What are we learning?

 

Profit Report

Summer Planning Season
Best Client Questions of the Week
MGAM Disciplines and Evolution.

 

Research Round Up!

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
Get on the free subscription list today.
*AllianceBernstein: Healthcare Sector and Medical Innovation.
*AllianceBernstein: Emerging Market Innovation
*BlackRock 2021 Mid-Year Outlook

Start the Process Today! Be sure to indicate what size portfolio sample you would like to see. A link will arrive when we receive your questionnaire.
Start the process of updating your investment plan today.