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.



Another Vaccine Candidate Reports Encouraging Results

Nov 27, 2020 |Nick Scholte

This development is further fueling optimism that a true "return to normal" will begin to materialize in the second half of 2021.

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The Push and Pull Battle Continues Between Vaccine Hopes and the Grim Current Covid Situation

Nov 20, 2020 |Nick Scholte

Nonetheless, in a case of looking through to "the other side", Boeing was added to client portfolios this week.

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Great News on the Vaccine Front; Not-so-Great News on the Case Count Front

Nov 13, 2020 |Nick Scholte

The light at the end of the tunnel got brighter, while the tunnel itself got darker. Nonetheless, the visibility "to the other side" makes me incrementally more positive on the market outlook... but additions will only be made on market weakness.

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Markets (and Covid Cases) Surge as the U.S. Awaits an Election Outcome

Nov 06, 2020 |Nick Scholte

Despite the uncertainty of who will be the next U.S. President, markets welcomed the fact that Congress will remain split. Markets also welcomed continued good economic data. But markets are not, in my opinion, properly discounting the Covid surge.

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