February’s First Friday Topics: Administrational, Technological, and Economic Changes Create High Probability Investment Themes for 2025 and Beyond Overvalued Markets Challenge Intelligent Investment Themes – Beware The Global Economy Continues to Polarize; Do Tariffs Accelerate Global Bifurcation? Why Are Markets Overvalued? What keeps us up at night? Click here to view the corresponding Footnotes Summary […]
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Footnotes – February 2025
Footnotes is a monthly publication which summaries our “First Friday” webinar presentations each month. The goal of the Footnotes publication is to capture our “First Friday” presentation’s most important data points, which will make it easier for The Abernathy Group Family Office members to make intelligent decisions based on facts and data – as opposed […]
Footnotes – January 2025
Today’s Presentation is titled “The All-Weather Portfolio.” During our “First Friday” meeting today, we will discuss the opportunities and risks of investing in an overvalued market.
Our goal is to discuss tactics that will allow intelligent investors to remain invested during overvalued markets while lessening investment risks for those who want to make sure they don’t have to go back to work and make it all over again.
2025 promises to be a challenging year as most public markets are priced for perfection and speculation is abundant.
January 2025 “First Friday” Market Outlook – The All-Weather Portfolio for 2025
January’s First Friday Topics: We Will Discuss the Ideal Portfolio for the Year Ahead Given Current Uncertainties. How do Intelligent Investors Find Attractive Investments in Overvalued Markets? Asset Valuations Remain Stretched. Why Are Markets Overvalued? The Global Economy Continues to Polarize – What Should Investors Expect? What keeps us up at night? Click here to […]
Footnotes – December 2024
Today’s Presentation is titled “2025 Economy, Valuation, Geopolitics. What’s Next.”
This month we want to spend our time together by taking a look at three of the most important variables which determine each family’s investment allocation.
We will start by taking a shot at understanding what investors might expect from the new administration entering the White House in January.
This was the most often asked question – and for good reason. New administrations tend to make many promises. These promises tend to engender incredibly lofty expectations.
Over time, however, reality sets in. The realization that most of the promises are unobtainable.
December 2024 “First Friday” Market Outlook – 2025: Economy, Valuation, Geopolitics. What’s Next?
December’s First Friday Topics: The U.S. Administration is Changing. What should Investors Expect? The U.S. economy continues to mature in unexpected directions. What should investors expect? Asset Valuations Seem to be Stretched. What Future is the Stock Market Pricing In? The global economy continues to bifurcate – What Should Investors Expect, and How to Prepare? […]
November 2024 “First Friday” Market Outlook – War? How to Invest Amidst Uncertainty
Click here to view the corresponding Footnotes Summary of this video
Footnotes – November 2024
As we mentioned last month, we are going to discuss risks everyone is aware of – yet very few investors are actually prepared for.
So, we going to start off with a question which may make you feel a bit uncomfortable, yet which is important to ask – and to have answered.
Are you prepared for an unpleasant future to become a reality which we all fear?
If your answer is no, why not? Are you sure this unpleasant future will not happen?
October 2024 “First Friday” Market Outlook – The Elephants in the Room
October’s “First Friday” Topics: What are the Real Risks Investors Are Unprepared For? Given Today’s Uncertainties, how should Intelligent Investors be Invested? What Should Intelligent Investors Be Watching Now? What Future is the Stock Market Pricing In? Should We listen to Leading Indicators or Is It “Different This Time?” If it is “Different This Time” […]
Footnotes – October 2024
In our discussion today, we are going to discuss several risks everyone is aware of – yet no strategist, portfolio manager, or analyst is actually prepared for.
These risks we are referring to are not new. They are well-known risks standing right in front of us and staring us right in the face. Yet, because these risks have not happened during our lifetimes, very few have prepared their investment portfolios for the possibility that these risks will happen.