Executive Summary
- *The current decade has extraordinary parallels to the 1990’s increased capital expenditures. Insights for investors?
- *Stock buybacks and the increase in assets per share. Examples: Unum, Valero, Marathon and others.
- *Headline Round Up! A global fast paced tour of the financial markets and top headlines this week.
- *The Texas Energy Infrastructure Revolution: The global energy crisis of 2026-2027 plus refined fuel shortage.
- *Summer Wealth Management Planning Season.
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Financial Headline Round Up!
- *Economic Growth Rises to 4.8% in Atlanta Fed Real GDP Now Estimate.
- *TEXAS! Oil Spikes Over $90 Again as US Hits Iran with Fresh Wave of Strikes.
- *TEXAS! And Louisiana to The Rescue: US LNG Exports Up 23% in the First Half of 2026 Compared to 2025.
- *TEXAS! Round Rock, TX Based Dell Technologies Triples in 2026!
- *TEXAS! Nvidia Backs $35 Billion Anthropic Data Center in Nueces County.
- *Nvidia Spends Another $13 Billion for Hugging Face AI.
- *Data Center Firm SB Energy Files for IPO with $1.5 Billion Nvidia Infusion.
- *Broadcom Declares Surge in AI Chip Sales Over Next Two Years.
- *Dow Spikes! Fed Governor Christopher Waller: Open to Holding Rates Steady.
- *Steady Jobs! Job Openings Higher and ADP Estimates 38,000 Net New Private Payroll Jobs in August.
- *Apple Accuses OpenAI of Stealing and Destroying Evidence in Legal Battle.
- *The Robots Are Here! Elon Musk’s G20 Prediction: 1 Million Humanoid Robots Will Outproduce All of Humanity in 10 Years!
- *Mercedes: $1.2 Billion Buyback!
- *Ford Fathom: $30,000 EV Goal to Sell 100,000 First Year Target.
- *Global Bond Yields Near 20 Year High in Recent Sell Off.
- *US Army: 20 Portable Nuclear Microreactors for $2.2 Billion.
- *US Battery Installations Hitting New Record! Solar’s Tipping Point Reached for Cost Efficiency.
- *Pacific Gas and Electric Plummets As California Allows Wildfire Lawsuits.
- *Victoria Secret’s Downside Exposed: 18% Drop.
- *The Venezuela-US Oil Deal.
The Charts and Graphs Featured in This Week’s Show
Overlay comparison of Dow Jones Industrial Average across two distinct historical periods.
– Courtesy of Bloomberg LP
Dow Jones Industrial Average Daily Candlestick Chart (Daily 12/31/2019 – 9/4/2026).
– Courtesy of Bloomberg LP
Dow Jones Industrial Average Daily Candlestick Chart (Daily 1/2/1990 – 12/31/1999).
– Courtesy of Bloomberg LP
Atlanta Fed GDPNow Estimate (As of 9/3/2026)
– Courtesy of Federal Reserve Bank of Atlanta
Crack Spread: WTI, Heating Oil, Gasoline (Weekly 9/9/2016 – 9/4/2026)
– Courtesy of Bloomberg LP
State Street SPDR S&P 500 ETF Trust Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
State Street Energy Select Sector SPDR ETF Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
Dell Technologies Inc Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
Marathon Petroleum Corp Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
Valero Energy Corp Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
Unum Group Daily Candlestick Chart (Daily 12/31/2025 – 9/4/2026).
– Courtesy of Bloomberg LP
The Ultimate Wealth Management Performance Report
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Financial Research Round Up!
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*BlackRock: Infrastructure For Portfolios
*AllianceBernstein: Deep Value Shines After Years of Tech Dominance!
*Cohen and Steers: Epic Fury Impacts on Real Assets!
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