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.

 


 

Economic Data Surges in the U.S.

Apr 16, 2021 |Nick Scholte

Vaccine rollouts, stimulus cheques, low interest rates and the releasing of pent-up demand see many U.S. economic metrics at or near all-time highs. The Canadian stock market indicates a similar, albeit delayed, path lies ahead in our home country.

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As a Post-Covid Reality Approaches, Strong Economic Metrics in the "Here and Now" Reflect the Optimism

Apr 09, 2021 |Nick Scholte

And certainly the promise of sustained support from the U.S. Federal Reserve doesn't hurt. Client portfolios have been moved to a significant overweight equities stance.

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Expectations for the Back-Half of 2021 Continue to Build

Apr 01, 2021 |Nick Scholte

With these, a shift from a modest overweight in equities to a significant overweight positioning has been initiated. The rebalance will be completed Monday.

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The Market is TERRIBLE at forecasting Fed Rate Hikes

Mar 26, 2021 |Nick Scholte

Fed Chair Jerome Powell has taken pains to emphasize that the Fed will remain patient when raising rates. This, combined with the accompanying chart, has me focused on the looming second half recovery and positioning client portfolios accordingly.

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A New Era at the Federal Reserve has Arrived

Mar 19, 2021 |Nick Scholte

Marking a sea change in Fed-think, the U.S. Federal Reserve will now wait to see evidence of inflation before raising interest rates, rather than raising rates merely in anticipation of same. This should support equity markets.

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Not Only is There Light at the End of the Tunnel, but the End of that Tunnel is Getting Ever Closer

Mar 12, 2021 |Nick Scholte

While inflation is set to move higher in the short-term owing to pandemic-fueled "soft" year-over-year comparables, the case for sustained inflation is far more uncertain.

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In a Volatile Week, Incrementally More Equity was Added to Client Portfolios

Mar 05, 2021 |Nick Scholte

But why was this week (and last) so volatile?

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Inflation Fears Rise and, With Them, Concern Over Possible Action from the U.S. Federal Reserve

Feb 26, 2021 |Nick Scholte

But is it a realistic concern for 2021? I'd argue "no".

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The Positive Trend in New Covid Infections Continues...

Feb 19, 2021 |Nick Scholte

… although the cyclic nature of human behavior suggests there may be mini-upticks and stalls in the rate of decline as society collectively moves toward a more normal back half of 2021.

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The RBC perspective on Bitcoin

Feb 12, 2021 |Nick Scholte

Find attached an exceptional piece of thought leadership on the investment merits and role of digital currencies - particularly Bitcoin - in the current and future economy.

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