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.

 

 

Oil Prices are a Real-Time Indicator of the Damage Being Rendered

 Apr 24, 2020 |Nick Scholte

Also, thoughts are offered on the four paths I see back to economic normalcy

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Does an Above-Average Priced Market Based Upon PRE-PANDEMIC Earnings Expectations Make Sense?

 Apr 17, 2020 |Nick Scholte

Only if you believe A) the economic rebound will be V-Shaped, or B) you shouldn't fight the Fed. Well, I don't believe in A. B is near impossible to quantify, but admittedly is an open question.

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The Coronavirus vs The Fed

 Apr 09, 2020 |Nick Scholte

Two forces exerting historic economic impact are waging battle. The virus is having its day now. The Fed will assure the recovery is as strong as possible. The duration and shape of what comes between is the determinant of portfolio strategy.

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How Deep and Wide "The Valley"?

 Apr 03, 2020 |Nick Scholte

That is the question and, frankly, no one knows. But for reasons expressed herein, I believe it will be deeper and wider than consensus expectations. Economists can't model what is happening right now. My strategy is summarized.

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