A History of our Client Communications


The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails.  Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.  Weekly updates from December 2018 forward to present day are currently available.  Older vintages will be added as we're able.

 


 

After the Expected Lag, U.S. Covid-19 Deaths in the U.S. Have (This Week) Turned Higher in Sympathy With the Well-Established Rising Case Trend

Jul 10, 2020 |Nick Scholte

Falling death rates have been used to counter claims that the pandemic crisis in the U.S. is worsening. If this turn higher in daily deaths persists, it will become much more difficult to push this narrative.

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U.S. Covid19 Cases Continue to set New Daily Highs - July 4th Festivities Will not Help

Jul 03, 2020 |Nick Scholte

And the surge in new cases is not simply a result of more testing. The percent of administered tests returning positive is also increasing.

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Does the U.S. Have a Problem?

Jun 26, 2020 |Nick Scholte

As U.S. daily caseloads of Covid-19 reach new highs, might the libertarian leanings of much of the U.S. populace be a structural impediment in this crisis vis-à-vis other developed countries?

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Is that a Canary I Hear?

Jun 19, 2020 |Nick Scholte

Amid rising Covid-19 caseloads in certain U.S. states, Apple has opted to close some of its stores. Nationwide, up-trends are also emerging. Might this be a gut check for markets seemingly anticipating a year-end return to normal?

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Covid-19 New Caseloads are Rising in Many States

Jun 12, 2020 |Nick Scholte

We may be at one of the more critical junctures in caseload data since the coronavirus crisis began.

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The Single Biggest Economic Surprise of my Career

Jun 05, 2020 |Nick Scholte

... and, with it, portfolio adjustments bringing client equity exposure back near neutral. While extreme vigilance remains warranted, one cannot dismiss the possible implications of this morning's U.S. (and Canadian) Employment Report(s)

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Trump Pushes China to the Fore

May 29, 2020 |Nick Scholte

As written two weeks ago, this is sure to be a recurring theme moving into the November elections. Meanwhile, Coronavirus new cases continue to grow in the developing world, while largely trending sideways in the U.S.

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Re-opening is Well Underway; it Will be Important to Monitor New Covid 19 Case Counts Over the Next Two Weeks

May 22, 2020 |Nick Scholte

Will new case counts materially increase? Regardless of the answer, how will consumers re-engage in the newly opened jurisdictions? Also of significance this week are building tensions with China.

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Re-Diverting Attention Back to China

May 15, 2020 |Nick Scholte

To the surprise of no one, economic data continues to be horrible owing to the Covid19 shutdown. Expect the Trump administration to begin aggressively shifting focus back to China. Economic sabre-rattling between the two nations intensified today.

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Irrational Exuberance?

May 08, 2020 |Nick Scholte

Quoting the famed expression from former Fed Chairman Alan Greenspan seems appropriate. How else to "rationalize" the current market? I present 6 credible possibilities which could derail this optimistic mindset.

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