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?

June’s “First Friday” Topics: Prosperity breeds confidence. Losses breed fear. Only One Helps. “Recency Bias” and why the investing public is always surprised. Artificial Intelligence has created a spending boom. What is next? Click here to view the corresponding Footnotes Summary of this video

What Is The U.S. Federal Reserve’s Most Likely Next Move After This Week’s Meeting? Is the stock market overvalued or priced for perfection? What Expectations Are Priced Into Current Market Valuations? The Elephant in the room – U.S. Debt / U.S. Deficit; Getting Better or Worse? What keeps us up at night?

April “First Friday” Topics:

The tailwinds leading to the stock market’s stellar appreciation over the last 25 years have changed.

The stock market is overvalued and priced for perfection.