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? / Economic Upturn?
Interest Rate Increases? / Interest Rate Decreases?
Inflation Increases? / Inflation Decreases?
Geopolitical Conflagration? / Geopolitical Peace?

Will the current administration have the conviction to continue their agenda during a recession? During a 50% market downturn?

Tariffs – Good? Bad? A Look into the Future…

2 Industries offering huge growth regardless of the U.S. economy.

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