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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January’s First Friday Topics:

We Will Discuss the Ideal Portfolio for the Year Ahead Given Current Uncertainties.

How do Intelligent Investors Find Attractive Investments in Overvalued Markets?

Asset Valuations Remain Stretched. Why Are Markets Overvalued?

The Global Economy Continues to Polarize – What Should Investors Expect?

What keeps us up at night?

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December’s First Friday Topics:

The U.S. Administration is Changing. What should Investors Expect?

The U.S. economy continues to mature in unexpected directions. What should investors expect?

Asset Valuations Seem to be Stretched. What Future is the Stock Market Pricing In?

The global economy continues to bifurcate – What Should Investors Expect, and How to Prepare?

What keeps us up at night?

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