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 Federal Reserve Confirms A Significant Change to Policy

 August 28, 2020 |Nick Scholte

By targeting "average inflation", the Fed signals that rates will remain low for an extended period; meanwhile, the "7-day delta" might be signaling an imminent move higher in U.S. covid cases - probably the result of U.S. college re-openings.

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Market (Price) Leadership is Very Narrow...

 August 21, 2020 |Nick Scholte

... and worrisome. For example, today alone, Apple added the equivalent valuation of the entire Royal Bank of Canada ( the 23rd biggest bank in the world by the way). It's a great company and deserved market leader - but prudence must be exercised.

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Good Headline Economic Data - But is it Sustainable?

 August 07, 2020 |Nick Scholte

While employment gains beat expectations, there was a sharp deceleration from the month prior. Also, US/China relations continue to deteriorate. The countries will meet August 15th to discuss trade - a poor tenor could move markets.

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