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.



Progress Continues in U.S. /China Trade Negotiations, While the Fed Starts a "It's Not QE!" QE Campaign

Oct 25, 2019 |Nick Scholte

Whatever the Fed chooses to call its new bond purchase program, the effect will be much the same as past QE campaigns; also, some quick observations on the Q3 earnings season.

Read more

Ultra-Low Interest Rates and the Challenge Posed to "Balanced" Portfolios

Oct 18, 2019 |Nick Scholte

Ultra-low yields are challenging both the construction and the expectation for traditional balanced portfolios. So too how investments should be allocated between registered and non-registered accounts.

Read more

China and the U.S. Reach Partial Trade Deal

Oct 11, 2019 |Nick Scholte

While details are scarce at this juncture, the pact is likely to be nothing more than a de-escalation of tensions. Nonetheless, it is welcome news. We continue to believe more material agreements will be achieved ahead of the 2020 election.

Read more

Soft Data Continues

Oct 04, 2019 |Nick Scholte

But recession still is NOT our base case

Read more