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 U.S. Economy Shrinks at a Record Pace in Q2 While Big-Tech Companies Surge

 July 31, 2020 |Nick Scholte

Meanwhile, after the expected lag, deaths are now clearly following the upward trend set by new Covid-19 cases since the beginning of June.

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A Slowing Pace of U.S. Recovery is Emerging

 July 24, 2020 |Nick Scholte

In addition, U.S./China relations continue to deteriorate. Absent Covid-19 concerns, this week's consulate closures and the rhetoric of the respective leaders alone would have been enough to drive a material market decline.

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Another Look at the 30,000 Foot View

 July 18, 2020 |Nick Scholte

Let's take a point form look at the Good and the Bad in the current Covid-19 economy.

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After the Expected Lag, U.S. Covid-19 Deaths in the U.S. Have (This Week) Turned Higher in Sympathy With the Well-Established Rising Case Trend

 July 10, 2020 |Nick Scholte

Falling death rates have been used to counter claims that the pandemic crisis in the U.S. is worsening. If this turn higher in daily deaths persists, it will become much more difficult to push this narrative.

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U.S. Covid19 Cases Continue to set New Daily Highs - July 4th Festivities Will not Help

 July 03, 2020 |Nick Scholte

And the surge in new cases is not simply a result of more testing. The percent of administered tests returning positive is also increasing.

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