Quarterly Call Q1 2025

  • Introduction: Nation Over Empire – A Defining Choice for the United States and the World
  • America’s Steady Exceptionalism
  • 2025 Global Macroeconomic Forecast
  • Global Market Outlook
  • Trump 2.0: The Case for Owning Small and Mid-Cap Equities
  • France and Germany – The Aftermath of the Budget Debacle
  • Latin America: A Three-Cushion Billiards Game
  • A Chain Reaction 2.0

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