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?

June’s “First Friday” Topics:

Prosperity breeds confidence. Losses breed fear. Only One Helps.

“Recency Bias” and why the investing public is always surprised.

Artificial Intelligence has created a spending boom. What is next?

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What Is The U.S. Federal Reserve’s Most Likely Next Move After This Week’s Meeting?

Is the stock market overvalued or priced for perfection?

What Expectations Are Priced Into Current Market Valuations?

The Elephant in the room – U.S. Debt / U.S. Deficit; Getting Better or Worse?

What keeps us up at night?

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April “First Friday” Topics:

The tailwinds leading to the stock market’s stellar appreciation over the last 25 years have changed.

The stock market is overvalued and priced for perfection.

Is perfection likely? Is perfection possible?

Can earnings continue to grow at 15%+ per year over the next 20 years? (history says 4%/year growth is likely)

If earnings don’t grow at 15%+, what will happen to the stock market? (3 outcomes most likely)

The Elephant in the room – U.S. Debt / U.S. Deficit.

What keeps us up at night?

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In March’s “First Friday” webinar, we discuss the “Important Investment Themes” most likely to impact our U.S. economy:

What event will give this Bull Market the ability to go higher?

Artificial Intelligence and the future of technology (it’s not what you think).

The Elephant in the room – U.S. Debt.

The consequences of O% interest rates and speculation.

What are the geopolitical impacts on the global economy?

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