Executive Summary
*Headline Round Up! A global fast paced tour of the financial markets and top headlines this week.
*Capital Expenditures on steroids. What is ROIC? When will ROIC arrive?
*The Texas Energy Infrastructure Revolution: The global energy crisis of 2026-2027.
*Summer Wealth Planning Season: 10 Stages of Estate Planning and mid-year Tax Planning
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Financial Headline Round Up!
*TEXAS! Updates on The Global Energy Crisis and Worsening Shortages. Historically Low Inventories.
*TEXAS! Natural Gas: Europe Paying Nearly 7X US, Nearly 10X Permian NatGas.
*Oops Up Side Yo’ Head! SpaceX Shares Below $117, Down Over $500 Billion in Market Capitalization from Peak.
*US-Saudi Arabia: 30-Year Civilian Nuclear Agreement. American Companies Potential Large Profits.
*BitMEX Bankrupt: Crypto Exchange Pioneer of 100X Bitcoin Leverage.
*17 Analysts Rate Strategy MSTR A Buy?
*Rate Spike Danger Zone? 20 Year US Treasury Hits 5.2%.
*JP Morgan: Strongest Earnings Upgrades Are EU.
*Google Has $242 Billion in Cash.
*Tesla Falls 15% Thursday After Spending $5.8 Billion in Q2.
*Jobless Claims Lowest Since 1969.
*Bloom Energy Scandium Scandal.
*Wealthy Investors Customized ETF Reduce Capital Gains Taxes.
*Stupid Things People Do With Their Money: World Cup Tickets $10,000+ and Packages Up to $4 Million.
The Charts and Graphs Featured in This Week’s Show
S&P 500 Index Earnings Analysis (5/16/2026 – 8/15/2026)
– Courtesy of Bloomberg LP
S&P 500 Index Member Ranked Returns (6/30/2026 – 7/24/2026)
– Courtesy of Bloomberg LP
US Total Motor Gasoline Inventories: 2026 Weekly Data vs. 5-Year Average & Range (1/1/2026 – 7/17/2026)
– Courtesy of Bloomberg LP
US Distillate Fuel Oil Inventories: 2026 Weekly Data vs. 5-Year Average & Range (1/1/2026 – 7/17/2026)
– Courtesy of Bloomberg LP
US Commercial Crude Oil Inventories (Excl. SPR): 2026 Weekly Data vs. 5-Year Average & Range (1/1/2026 – 7/17/2026)
– Courtesy of Bloomberg LP
US Natural Gas Futures (1/2/2026 – 7/24/2026)
– Courtesy of Bloomberg LP
Dutch TTF Natural Gas Price in USD/mmBtu (1/1/2026 – 7/24/2026)
– Courtesy of Bloomberg LP
State Street SPDR S&P 500 ETF Trust (1/2/2026 – 7/24/2026)
– Courtesy of Bloomberg LP
