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.

 


 

Continue to Give Equities "The Benefit of the Doubt"

Jun 25, 2021 |Nick Scholte

No U.S. recession is in site and, per the message delivered at this week's Western Canadian Portfolio Management Conference, the stage remains set for an overweight in equities.

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A Modest Shift in Expectations by the Fed; No Shift in My Market Outlook

Jun 18, 2021 |Nick Scholte

While pushed forward, the median expectation of Fed members' nonetheless remains that rate hikes are two years away. At the same time, the Fed's 2021 GDP growth forecast was raised to 7.0%. The outlook remains bright.

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Inflation, Jobless Claims, and Global Vaccine Distribution

Jun 11, 2021 |Nick Scholte

As the title suggests, this week's update will consist of quick-hit comments on these topics.

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The Recovery Continues - Data Confirms It

Jun 04, 2021 |Nick Scholte

Collectively, the "Big 3" indicators are as strong as I've seen in my career. The recovery is further confirmed by the trend in weekly jobless claims which continue to fall.

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A Welcome Return to Traditional Economic Data

May 28, 2021 |Nick Scholte

As new infections continue to decline, traditional economic measures come back into focus. This week a look at perhaps RBC Dominion Securities favourite indicator of recession - weekly jobless claims.

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Gold Bullion - A Temporary Hedge in Client Portfolios that has Largely Served its Purpose

May 21, 2021 |Nick Scholte

The 5% hedge position taken in 2020 has recently been reduced by half. Further reduction, or outright elimination, of the remaining 2.5% is imminent.

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Let's Talk Inflation

May 14, 2021 |Nick Scholte

Inflation is rising - is it a concern?

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Weaker than Expected Economic Data? Yes, but Still Exceptionally Strong

May 07, 2021 |Nick Scholte

While employment might need to be monitored for a possible post-pandemic structural shift in equilibrium, data in aggregate suggests the recovery remains well on track.

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Strong Earnings from the Tech Giants, But a Tepid Market Response

Apr 30, 2021 |Nick Scholte

Why? Perhaps overstated concerns about market valuations played a role. So too perhaps the highly progressive vision put forth by President Biden.

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Sad as it is, the Covid Struggles of the Developing World are Unlikely to Derail the Recovery in Economically Advanced Nations

Apr 23, 2021 |Nick Scholte

As North America gears up for its-post pandemic future, it feels right to acknowledge the struggles of the developing world.

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