The Abernathy Group Family Office’s June 2025 “FIRST FRIDAY” presentation discusses building a ‘Wish List.’ Companies You Want to Own, At the Right Price. Special Segment – What is the Market Missing? Why and when does any investor need a Wish List? How to build a Wish List. What are the components of a Wish […]

The Abernathy Group Family Office’s May 2025 “First Friday” presentation will review the holdings within our All-Weather Portfolio. What is our “Base-Case” for the Stock Market’s foreseeable future? What is our “Base-Case” for the Bond Market’s foreseeable future? How do we expect each of our investments to react to: Economic Downturn? / Economic Stability? / […]

April’s “First Friday” Topics: What Is The Market Getting Wrong? Tariffs? Energy Demand? Recession Possibility Increases Most likely Indicators As Bad as the 2007-9 Global Financial Crisis? Worse? The Future: What Is Our “Base Case” for Stock Market – 5-10 Years? Why? Artificial Intelligence Dominates all Topics Today… Are We Overbuilding It? Global Diversification: Will […]

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 […]

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 […]

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? […]

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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” […]

August’s “First Friday” Topics: What are the “Leading Indicators” Telling Us? Should We listen to Leading Indicators or Is It “Different This Time?” If it is “Different This Time” Should We Care? Inflation Reduction or Recession Avoidance – What is Most Likely? Earnings still expected to grow at 12%+ per year over next 5 years; […]

July’s “First Friday” Topics: What Event Could Inspire This Bull Market to Move Higher? What Event Forces Overvalued Markets to Move Lower? Presidential Election is Hotly Contested; Financial Market Impacts? Inflation Reduction or Recession Avoidance – What is Most Likely?