The Abernathy Group Family Office’s July 2025 “FIRST FRIDAY” Presentation discusses where we are today and how that might compare to the Dot Com bubble.

Similarities vs Differences in today’s markets vs the Dot Com Markets?

Does the current value of public markets present a risk to investors today?
What are the main variables driving market performance?
What does history tell us about current valuation and expected future returns?
Does low volatility, high quality dividend investing compare with technology-based NASDAQ?

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The Abernathy Group Family Office’s June 2025 “FIRST FRIDAY” presentation discusses building a ‘Wish List.’

Companies You Want to Own, At the Right Price.

Special Segment – What is the Market Missing?

Why and when does any investor need a Wish List?

How to build a Wish List.
What are the components of a Wish List?
How does the economic outlook influence a Wish List?
How does the current valuation influence a Wish List?
Geopolitical Conflagration? / Geopolitical Peace?

3 Industries offering huge growth independent of the U.S. economy.

1 Industry destined for significant disruption – Beware.

What questions do you have?

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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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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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February’s First Friday Topics:

Administrational, Technological, and Economic Changes Create High Probability Investment Themes for 2025 and Beyond

Overvalued Markets Challenge Intelligent Investment Themes – Beware

The Global Economy Continues to Polarize; Do Tariffs Accelerate Global Bifurcation?

Why Are Markets Overvalued?

What keeps us up at night?

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