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.

 

 

The Fed Doth Protest Too Much

 Nov 29, 2019 |Nick Scholte

As the QE campaign it denies starting seems to be having a QE-like effect anyway. Also, next week is an especially important week for economic data. We are cautiously optimistic a trough in readings may be confirmed.

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Time to Take Some Profit in Apple, and Pare the Position Back to its Target Portfolio Weight

 Nov 22, 2019 |Nick Scholte

And, with the proceeds, begin the slow and deliberate twist of our equity holdings toward a more defensive posture. As such, a small position in the regulated utility Fortis Inc. has been started.

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As Long Maintained, the U.S. and China are Both Motivated to Get a Trade Deal Done - Progress Continues

 Nov 08, 2019 |Nick Scholte

Although by no means can a deal be considered a 'fait accompli'. Also, the slowdown in economic data looks like it may have troughed - we will continue to monitor closely.

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A Week Chock Full of Developments

 Nov 01, 2019 |Nick Scholte

From accommodative central banks, to resilient economic data, our base case remains no imminent recession for the U.S.

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