Q: What happened this month in the Cryptocurrency markets & who is lending the money to Crypto speculators?
Q: Was there any good news for this week in the equity markets for investors & when could good news actually bad news?
Q: What are some trends and potential surprises that are important for investors to note for 2026?
Q: What are some current factors that may contribute to the next correction in the financial markets?
Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers!
Click here to get the monthly newsletter
Headline Round Up!
*119,000 Net New Jobs in September According to the U.S. Labor Department.
*TEXAS! Who is Behind Those Cute Little Robots Running Around Uptown Dallas?
*New Updated Google Gemini Model?
*Lowest Rated Bond Tier CCC Flashing Warning Signs With Yield Climbing This Week to 10.38%, The Highest Since August?
*Bureau of Labor Statistics Won’t Publish October Jobs Numbers Due to Government Shutdown & November Jobs Info Delayed Until December 16th?
*ADP’s “Pulse” Report Says U.S. Private Employers Shed an Average of 2,500 Jobs Per Week for the Four Weeks Ending November 1st?
*Abu Dhabi Investment Council Tripled Bitcoin Bet in Q3 Before Crypto Crash!
*Defense Transformation? Top Family Offices Boost Defense Sector Investing!
*Big Bet Leverage: Blue Owl Capital Has Raised Trillions to Lend for Artificial Intelligence (AI) Data Centers?
*Department of Energy (DoE) Secretary Chris Wright Says Nuclear Power Will Be Biggest Use of DoE Loan Program!
*Newly Discovered Alaskan Rare Earth Minerals?
*February 2026 QatarEnergy and Exxon Mobil Corp’s Joint Venture, Golden Pass LNG, Expects to Load Its First Liquified Natural Gas (LNG) Ship!
*TEXAS! Massive Pipeline Expansion to Gulf LNG Export Terminals Since 2008.
*TEXAS! Google Announces $40 Billion Investment in Texas for Three AI Data Centers.
*U.S. LNG Export Capacity Projected to Drive Explosion in Natural Gas Consumption Through 2030.
Profit Report
2026 Key Trends and Potential Surprises For Investors!
NetWorth Radio’s Texas Global Business Leadership Series: Spencer McGowan Interviews Brad Olsen and Oliver Doolin from Recurrent Advisors in Houston. Can the U.S. Run Short of Natural Gas?
Prior to co-founding Recurrent, Brad was most recently the lead MLP portfolio manager for BP Capital Fund Advisors (BPCFA). Under Brad’s leadership, MLP AUM more than doubled (excluding the impact of appreciation).
From 2011 to 2015, Brad led Midstream Research for Tudor, Pickering, Holt & Co. (TPH & Co.), where he was recognized as the top all-around stock picker in the US by the Financial Times in 2013, and the top energy stock picker in the US by Starmine in 2014. Under Olsen’s leadership, the TPH & Co. midstream team was recognized in the WSJ’s “Best on the Street” poll as well as by Institutional Investor Magazine.
Brad also has experience as an investment analyst at Eagle Global Advisors in Houston, where he was part of a 3-person team that grew midstream/MLP AUM from $300mm to over $1bn from 2008 through 2011. He has also worked in investment roles at Millennium International, a large global hedge fund, and Strome Investment Management, an energy-focused hedge fund based in Santa Monica, CA. He began his career in the UBS Investment Banking Global Energy Group in Houston.
Brad earned a BA in Philosophy, Political Science, and Slavic Studies from Rice University in Houston.
Brad resides in Houston with his wife and four children. Brad was nearly fluent in Russian, but is very rusty.
Client Portfolio Manager / Energy Specialist
Oliver has spent over a decade specializing in natural resources, oil & gas, and MLP institutional equity research, most recently at Heikkinen Energy Advisors in Houston.Prior to joining Heikkinen, Oliver served in both research and business development roles at energy-focused investment banks, including 6 years as a Vice President at Tudor, Pickering, Holt & Co (TPH) in Houston, where he specialized in exploration and production (E&P), oilfield services (OFS) and midstream MLP companies.
Oliver began his career as a research analyst covering E&P and Oilfield Service companies for both TPH and Howard Weil, respectively.
Oliver holds a BS with dual concentrations in Finance and Legal Studies (Tulane University) as well as an MS in Accounting from the A.B. Freeman School of Business at Tulane University.
Oliver, originally from south Louisiana, is an avid outdoorsmen and runner. He resides with his wife and two children in Houston.
Bitcoin Currency Spot Price – Daily (11/21/2024 – 11/21/2025)
– Courtesy of Bloomberg LP
Cryptocurrency Composite of Readily Available Cryptocurrencies – Daily (11/21/2024 – 11/21/2025)
– Courtesy of Bloomberg LP
Coinbase Global, Inc. – Daily (11/21/2024 – 11/21/2025)
– Courtesy of Bloomberg LP
Strategy, Inc. – Daily (11/21/2024 – 11/21/2025)
– Courtesy of Bloomberg LP
U.S. Employees on Non-Farm Payrolls Totals – Month over Month Net Change, Seasonally Adjusted (11/21/2024 – 09/30/2025)
– Courtesy of Bloomberg LP
Dow Jones Industrial Average Index – Daily (12/31/2024 – 11/21/2025)
– Courtesy of Bloomberg LP
Recurrent MLP Infrastructure Fund With Dividend Reinvestment Comparison – Daily (11/01/2017 – 11/20/2025)
– Courtesy of Bloomberg LP
Recurrent MLP Infrastructure Fund With Dividend Reinvestment Comparison – Daily (11/20/2020 – 11/20/2025)
– Courtesy of Bloomberg LP
