The Delta Variant's Impact On Economic Fundamentals, Fritz Meyer Economic Update, August 2021

Good presentation today, lots of review and further analysis of PEG ratios, etc. It was helpful to hear Fritz discuss his preferences for handling a "windfall" at this juncture in the market cycle. I concur that putting a large sum of money in at ANY time, to say nothing of an all-time market high, can be challenging when a client turns around and asks why they are suddenly down 5% or 10% or whatever. Prudence dictates that some for of averaging into the market is beneficial psychologically if not in realty

Always enjoy Fritz. I thought this was his best presentation. Brought some cogent thought for the stock market prices.

Always good!