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.

 

 

Impeachment Headlines Push U.S./China Trade to the Background

 September 28, 2019 |Nick Scholte

While a new (to me) data metric further makes the case that the U.S. will avoid recession; also, a quick note about Brookfield Infrastructure Partners LP, held in all managed client accounts, and my favourite single investment

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Geopolitical Tensions are Most Always Best to Ignore

 September 21, 2019 |Nick Scholte

Of course there are exceptions, but they are rare and usually accompanied by concurrent economic concerns; also, the trend in weekly jobless claims remains strong and points to continued growth (chart included)

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The U.S./China Rehetorical Tone Continues to Improve

 September 14, 2019 |Nick Scholte

As both countries continue to lay the groundwork ahead of scheduled October meetings; meanwhile, the ECB acts decisively with the U.S. Federal Reserve on deck

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Multiple Significant Developments This Week Result in a Tricky Environment With Cross-Winds Blowing

 September 07, 2019 |Nick Scholte

But recession remains the lesser likelihood and, for reasons explained herein, a U.S./China trade resolution might come sooner than the popular narrative suggests

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