Published on: January 24, 2025

NetWorth Radio Advance Report - January 27, 2025

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 January 27, 2025.

Advance Report

Radio Show

Q:  As a UT graduate, why would Spencer McGowan name today’s NetWorth Radio program “Texas Tech”? 
Q:  What is the Stargate Project & who possibly stands to benefit from it?
Q:  For investors, what are some of the major policy changes and implications of a new U.S. administration & how could this impact the financial markets in 2025?

 

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Headline Round Up

*Wall Street Journal: Five Things to Know About Trump’s Energy Orders.
*Exxon and Chevron Planning Artificial Intelligence (AI) Datacenter Powered Supplied by Natural Gas. Exxon CEO Darren Woods Says Gas a Quicker Solution Than Nuclear!
*Record Power Demand as Worst Snowstorm in 130 Years Hits the South! 
*Venture Global Liquified Natural Gas (LNG) Initial Public Offering (IPO) to Fund Export Facilities as Trump’s Executive Order Ends Moratorium on LNG Export Permits. Moratorium was huge hurdle for Venture Global’s Expansion Plans.
*Venture Global’s IPO Halved from $110.4 Billion to $65.3 Billion as Investors Baulk at Lofty Initial Valuation.
*Wildfires and Hurricanes Resulting in “Scarce Building Materials” as Cities/Towns Look to Rebuild at the Same Time.
*Trump’s “Electric Vehicles (EVs) Mandate” Termination by Executive Order Revokes a Non-Binding Goal Set by Biden that EVs Make Up Half of New Cars Sold by 2030?
*DOGE Now Official Department of Executive Branch as Trump’s Executive Order Rechristens U.S. Digital Service Agency to U.S. DOGE Service! Agency was initially founded to modernize and coordinate technology across the government.
*Go Javier! International Money Fund (IMF) Predicts Argentina’s Economy to Grow 5% in 2025 & 2026!
*Is Washington D.C. Going Through a Commercial Real Estate Recession?
*Netflix Doubles Earnings Per Share in Q4 From a Year Ago and Shares Spike to Over a 10% Gain So Far in 2025!
*Vail Resorts Has an “Epic” Problem.
*3M Profit Forecast Rises For 2025 by Beating Q4 Earnings Estimates as Turnaround Plan Advances.
*The Products and Companies Most at Risk Facing Trump Tariffs!
*Small Southern Towns Want BUC-EE’s!

 

North America’s LNG Export Capacity is on Track to More Than Double by 2028 (09/03/2024)

– Courtesy of The U.S. Energy Information Administration

Oracle Corp. – Daily (12/31/2024 – 01/24/2025)

– Courtesy of Bloomberg LP

Vistra Corp. – Daily (12/31/2024 – 01/24/2025)

– Courtesy of Bloomberg LP

GE Vernova, Inc. – Daily (12/31/2024 – 01/24/2025)

– Courtesy of Bloomberg LP

Plains GP Holdings, LP – Daily (12/31/2024 – 01/24/2025)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index – Top 10 & Bottom 10 Member Ranked Returns (12/31/2024 – 01/23/2025)

– Courtesy of Bloomberg LP

Standard & Poor’s 500 Index – Quarterly Earnings Analysis by Sector (11/16/2024 – 02/15/2025)

– Courtesy of Bloomberg LP

 

Profit Report

What could GMO, LLC’s 7 year asset class forecast tell investors?
A Big Change for Inherited IRAs in 2025?

 

Research Round Up!

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*Nuveen’s Elevated Landing with Five 2025 Forecasts
*PIMCO: High Yielding Global Opportunities
*AllianceBernstein: AI Driven Spending Boom and Supercycle

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