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January 2025 “First Friday” Market Outlook – The All-Weather Portfolio for 2025
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?
Click here to view the corresponding Footnotes Summary of this video
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December 2024 “First Friday” Market Outlook – 2025: Economy, Valuation, Geopolitics. What’s Next?
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?
Click here to view the corresponding Footnotes Summary of this video
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November 2024 “First Friday” Market Outlook – War? How to Invest Amidst Uncertainty
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October 2024 “First Friday” Market Outlook – The Elephants in the Room
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?
Click here to view the corresponding Footnotes Summary of this video
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August 2024 “First Friday” Market Outlook – Alternatives; What’s Next?
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
