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; is this reasonable?

U.S. Deficit Spending: What are Our Alternatives?

What keeps us up at night?

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