November 2023 “First Friday” Market Outlook – What is the Market Missing?

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.

Is this possible – or – is the U.S. economy already in recession? What do the underlying data tell us?

What is the bond market telling investors, and is the increase in corporate defaults a danger?

Watch the November First Friday to learn the answers to these questions and more.