Views From The Escarpment: Is this the 90’s again?

Additional market thoughts – 7 rapid fire thoughts including more to markets than just the U.S. To kick off 2025 we thought it would be best to pass on the top few points that we have consolidated from the many research reports and opinions we have received. It's feeling like it did in the mid 1990's. Risk is being ignored, return expectations are too high. Valuations are being overlooked. Potential damaging things to markets and the economy are being missed.