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.

 


 

Irrespective of the Trade Dispute and a "Hoped For" Resolution, Sino/U.S. Tensions are a Secular Trend Investors and Clients Should Get Used to

Aug 30, 2019 |Nick Scholte

While trade is in focus now, China's growing world stature likely means further friction on the political, technological and militaristic fronts in the years and decades ahead

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The Tweeter in Chief Strikes

Aug 23, 2019 |Nick Scholte

The U.S./China trade "war" and deteriorating economic data should not be excessively rationalized, but the U.S. Federal Reserve seems to preparing the market for a gambit of its own

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Once Again, the Yield Curve Takes Centre Stage

Aug 16, 2019 |Nick Scholte

That distortions are at play in the yield curve seems self evident; also, China/U.S. barbs and olive branches continue to be "traded"; Hong Kong

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Special Update - A Modest Reduction in Equity Weightings Effected

Aug 06, 2019 |Nick Scholte

Weekend developments on the U.S./China trade front warrant a slightly more prudent portfolio positioning

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The Fed Cuts Rates, But Not Enough For Trump

Aug 02, 2019 |Nick Scholte

By raising the stakes once again in the China trade conflict, might Trump be purposely attempting to force the Fed's hand to lower rates further?

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