Webinar Recording Portfolio Holdings Discussion Webinar presented on Thursday, September 17, 2026 Recording done on Tuesday, September 22, 2026 This webinar was originally presented live on September 17, 2026. Unfortunately, due to a combination of technical errors by both Zoom and Jim, the webinar didn't record. Jim re-recorded this on Tuesday, September 22nd. The topics and slides are the same, while some of the content is slightly different than the live version. As always, please do...

Stocks have continued to show resilience, but geo-political developments and long-term trend changes could be challenging the long-term bull market in stocks.

Corruption exposure started with anecdotes in Minnesota and Los Angeles. Like the subprime mortgage crisis, anecdotal evidence of problems started first, followed by chaos as the extent of the problems were revealed. Is something similar happening today?