Finishing off the presentation proved to be harder than I estimated, together with all of my other duties. Well, it’s done now, and available for your review here. For those looking at one of the non-PDF versions, you might be able to see the notes for my talk as well.
I’m writing this before I give the talk. If I had it to do all over again, I would have made the talk less ambitious. Then again, of the four topics that I offered them, they picked the most ambitious one. When you look at the talk, you’ll see that it is a summary of the macroeconomic views that frame my investment decisions. The presentation will run 40 minutes or so, plus Q&A. Reading it is faster. 
Enjoy it, give me feedback, and I’ll be back to normal blogging Monday evening.
Your presentation looks good David…I wish I had been able to make the meeting to hear it
Think that you “where we are going” slides are right on. Would also be of value to share your thoughts on where interest rates are going as changes here will also drive a lot of decisions.
This is a little off-topic, but your “no ads on Sunday” policy is bleeding over into Monday.
Excellent presentation, BTW.