Published on: July 17, 2025

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Q: Equity markets earnings season updates?
Q: Do the latest 2025 inflation numbers lead to additional interest rate cuts by the Federal Reserve starting July 30th?
Q: Where are the potential bargains in the financial markets for investors now?

 

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Headline Round Up!

*Texas! Denton Lands CoreWeave, Inc. With a Data Center Expansion Project, to be Used by OpenAI, Projected to Double City’s Electricity Demand!
*Meta Platforms, Inc. Building Massive Data Centers, or Multi-Gigawatt “Clusters”, to Power Its AI (Artificial Intelligence) Efforts!
*U.S. Treasury Budget Surplus in June is $27 Billion Up From a $316 Billion Deficit in May. Tariff Revenue in June Was Also $27 Billion.
*Bitcoin Soars Past $120,000 This Week!
*Crypto Asset Manager Grayscale Files Confidentiality for U.S. IPO (Initial Public Offering).
*Is Private Credit Coming to Your 401k?
*Tax Free Municipal Bond Yields Are Higher Than The S&P 500 Index Earnings Yield by The Largest Margin Since 2001!
*Irony: Crypto Averse Vanguard Owns Largest Position in Strategy, Formerly Known as MicroStrategy, Due to Cold Logic of Indexing Rules.
*Microsoft Touts $500 Million AI (Artificial Intelligence) Savings While Slashing Jobs?
*Trump Tariff Negotiations Push European Union to Step Up Engagement with Other Countries Hit by Tariffs. EU Chief Trade Negotiator, Maros Sefcovic, Says Move is Compelled With “Urgency.”
*Trump Unveils $70 Billion in AI and Energy Investments With Inaugural Pennsylvania Energy & Innovation Summit at Carnegie Mellon University. Leaders from BlackRock, Palantir, Exxon, and Chevron Are Slated to Participate.
*America’s Renter Population Hits a Record as Fewer People Can Afford to Get on the Housing Ladder.
*Record Retirement Savings Rate as Americans Are Finally Saving Almost What They Need to Save.

 

SPDR S&P 500 ETF (Exchange Traded Fund) Trust – Daily (12/31/2024 – 07/16/2025)

– Courtesy of Bloomberg LP

SPDR Dow Jones Industrial Average ETF (Exchange Traded Fund) Trust – Daily (12/31/2024 – 07/16/2025)

– Courtesy of Bloomberg LP

S&P 500 Index – Quarterly Earnings Analysis by Sector (05/16/2025 – 08/15/2025)

– Courtesy of Bloomberg LP

U.S. Consumer Price Index – Urban Consumers Month over Month, Seasonally Adjusted (06/30/2022 – 06/30/2025)

– Courtesy of Bloomberg LP

U.S. Producer Price Index – Finished Goods Month over Month, Seasonally Adjusted (06/30/2022 – 06/30/2025)

– Courtesy of Bloomberg LP

Chicago Board Options Exchange Short Term Interest Rate Index – Daily (07/16/2022 – 07/16/2025)

– Courtesy of Bloomberg LP

Chicago Board Options Exchange 10 Year Treasury Note Yield Index – Daily (07/16/2022 – 07/16/2025)

– Courtesy of Bloomberg LP

British American Tobacco, PLC – Daily (12/31/2024 – 07/16/2025)

– Courtesy of Bloomberg LP

Toast, Inc. – Daily (12/31/2024 – 07/16/2025)

– Courtesy of Bloomberg LP

The McGowanGroup’s Total Return Units Allocation Pie Chart (07/11/2025)

Courtesy of The McGowanGroup

 

Profit Report

The generations of investors defined!
What are some current demographics & what are their possible equity market impacts?
What is great about America right now?

 

Research Round Up!

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*Nuveen: Mid-Year Outlook
*Nuveen Strategy: Understanding Duration
*AllianceBernstein: AI Driven Spending Boom and Supercycle

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