WEBVTT

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I. Meet and Greet in PA

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Tim’s Solari Circle

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Radnor Hunt Club

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Food for the Soul Philadelphia Tour — Brandywine Museum, Barnes Foundation and Phila Art Museum

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All Wrap Ups online

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II. 1st Quarter 2024 Wrap Up

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III. Market Overview

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A. Equity Markets

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Issues

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Is the bifurcation of 7 AI stocks coming to an end?

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Amazon Fresh

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The Great Taking

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State Legislators

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Travel Experience - Fraud as a Business Model

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Dollar General

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Scapegoat Capitalism

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War

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Bonds

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Treasury Market

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CBDC - Taxation without Representation

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Fixed Income

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Commodities

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Do Quality

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Risk Issues

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The Push for Financial Control

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Recession and Inflation

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Covert and Overt War

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Opportunities

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Take Action

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Focus in Q2