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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October’s “First Friday” Topics:

What are the Real Risks Investors Are Unprepared For?

Given Today’s Uncertainties, how should Intelligent Investors be Invested?

What Should Intelligent Investors Be Watching Now?

What Future is the Stock Market Pricing In?

Should We listen to Leading Indicators or Is It “Different This Time?” If it is “Different This Time” Should We Care?

Earnings are still expected to grow at 12%+ per year over next 5 years; is this a reasonable?

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

What keeps us up at night?

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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?

Click here to view the corresponding Footnotes Summary of this video

July’s “First Friday” Topics:

What Event Could Inspire This Bull Market to Move Higher?

What Event Forces Overvalued Markets to Move Lower?

Presidential Election is Hotly Contested; Financial Market Impacts?

Inflation Reduction or Recession Avoidance – What is Most Likely?