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.

In March’s “First Friday” webinar, we discuss the “Important Investment Themes” most likely to impact our U.S. economy.

Despite the hype around a soft landing, a U.S. economic recession is still in the cards. When do the costs for rescuing the U.S. economy become poison? Is the U.S. Federal Reserve winning the battle against inflation?

What’s Ahead for Growth, Inflation, and the U.S. Federal Reserve?

When Investing, the “order of operations” matter.

The stock market believes we are going to avoid a recession and grow earnings at over 10% per year for the next 5+ years based on its current valuation.