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.

 

 

China Trade Negotiations Continue While Second Tier Economic Data Slightly Softens

 February 23, 2019 |Nick Scholte

"Softening" economic conditions are consistent with RBC expectations of a slowdown in economic growth, not a reversal

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Absent the Reasonable Prospect of Recession, the Advice Remains to Stay the Course and Maintain Equity Weightings per Your 'Investment Policy Statement' on File With Myself

 February 16, 2019 |Nick Scholte

Trying to time the "downs" and subsequent "up" of shorter-term market corrections means one must be right twice... it is difficult (if not impossible) to do, and generally results in clients being "whipsawed" out of long-term positive returns

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While Markets are "Overbought" on the Back of the V-Shaped Recovery, Any Pullback Should be Technical in Nature and Not Impede the Positive Economic Outlook

 February 09, 2019 |Nick Scholte

In addition, annual client reviews continue

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The "V" Shaped Recovery Continues

 February 02, 2019 |Nick Scholte

And as has been my repeated mantra for many months, and throughout the market correction of late 2018, no recession appears in sight. I will continue to "stay the course" on behalf of clients

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