“Too often we enjoy the comfort of opinion without the discomfort of thought.”
Perry Capital presented its market forecast at our Q1 Investor Forum last week in Miami Beach.
I understand that not everyone will agree with my views. However, my work has always been independent, objective, and unbiased. It is solely focused on economic and financial matters—strictly and deliberately non-political.
We presented our view of the eight main themes that we believe will drive investor returns for the first quarter, first half, and full year of 2025. Those themes are:
1. Peace in the Middle East
2. Peace in Ukraine
3. Reduction of the Chinese threat to U.S. National Security
4. Immigration reform
5. Reduction of the trade deficit
6. Reduction of the budget deficit
7. Reduction in government spending
8. The Promise of the AI Industrial Revolution.
“Too often we enjoy the comfort of opinion without the discomfort of thought.” Read More »