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.



Does the U.S. Have a Problem?

Jun 26, 2020 |Nick Scholte

As U.S. daily caseloads of Covid-19 reach new highs, might the libertarian leanings of much of the U.S. populace be a structural impediment in this crisis vis-à-vis other developed countries?

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Is that a Canary I Hear?

Jun 19, 2020 |Nick Scholte

Amid rising Covid-19 caseloads in certain U.S. states, Apple has opted to close some of its stores. Nationwide, up-trends are also emerging. Might this be a gut check for markets seemingly anticipating a year-end return to normal?

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Covid-19 New Caseloads are Rising in Many States

Jun 12, 2020 |Nick Scholte

We may be at one of the more critical junctures in caseload data since the coronavirus crisis began.

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The Single Biggest Economic Surprise of my Career

Jun 05, 2020 |Nick Scholte

... and, with it, portfolio adjustments bringing client equity exposure back near neutral. While extreme vigilance remains warranted, one cannot dismiss the possible implications of this morning's U.S. (and Canadian) Employment Report(s)

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