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 the U.S. Outperform? If Not… What Country is Best Positioned?

Looking Around Corners – What’s the Next BIG Technological Revolution After Artificial Intelligence?

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