NetWorth Radio Advance Report - February 24, 2020

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 February 24, 2020.

Advance Report

Radio Show

What are “Asset Categories?”
What is Tactical Asset Allocation?
How and when to raise cash as well as increase safety?
What to sell at new highs before everyone else?
What is “Getting Paid to Wait?”
The best tactical allocation moves of the past 30 years?
Plus: PappaDean’s corner of financial wisdom! 10 stupid things people do to mess up their investments.

 

Headline Round Up!

*Asian Gold Buying Telegraphs FEAR! 7 Year High with Low Inflation?
*Chinese Production Disruption! Companies Slash Wages. Ports Packed with Trucker Shortage and Power Shortages.
*Three Wall Street Journal Reporters Kicked Out of the Middle Kingdom. First Time Since Mao!
*Space Rangers! Virgin Galactic Soars to the Moon.
*Tesla (finally) Delivering Solar Shingles.
*Home Building Permits Highest Since 2007.
*Empire State Manufacturing Index Surges.
*Inflation PPI Spike for January? Just 1.7% Year over Year. CPI Falls Below Estimates for January.
*What The Fed Said? Not much? What does that mean for Investors?
*Dollar Index Approaches 100!
*Financial Consolidations: Morgan Stanley Buys E-Trade for $13 Billion! Franklin Resources Buys Legg Mason.
*Warren Buffett’s Big Apple 14% of Market Cap.
*Bezos Pledges $10 Billion for Climate Change? Diverting Attention from his $165 Million Home Purchase with Virtue Signaling?
*Highland Park #7 Wealthiest Town. University Park #19. Southlake #33.
*Darwin Deason’s Affiliated Computer Services Old Headquarters Redeveloped.
*Profit Updates! Zillow Home Run. Domino’s Pizza Tasty!
*Victoria Secret Sells for $1.1 Billion to Private Equity.

Texas Energy Gold Rush!

*Oil Recovery Spike.
*Kinder Morgan 52 Week Highs all Week!
*Energy Transfer Income Up 7.2%!
*Oil Tycoon Clayton Williams Passes at 88.
*Liquefied Natural Gas (LNG) Price Slump Ending. Replacing Coal.
Dow Jones Industrial Average  (Year to Date)

– Courtesy of Bloomberg LP

Gold Spot Price per Troy Oz.  (Year to Date)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index with Quarterly Earnings Analysis by Sector (11/16/2019 – 02/15/2020)

– Courtesy of Bloomberg LP

Enphase Energy, Inc. (1 Year)

– Courtesy of Bloomberg LP

SolarEdge Technologies, Inc. (1 Year)

– Courtesy of Bloomberg LP

Tesla, Inc. (1 Year)

– Courtesy of Bloomberg LP

Profit Report!

What is the cash flow revolution.
10 Stoopid things people do.
It’s better to start with a plan than end in a panic!

 

Research Round Up!

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