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.



Looking Forward to a Better 2021

Dec 18, 2020 |Nick Scholte

The back half of 2021 should see our everyday lives begin to return to normal and, with this, a correlated recovery in broad swaths of the economy. I continue to incrementally position portfolios in anticipation.

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Stock Market Enthusiasm Abounds - This is a Contrarian Indicator for Short Term Performance

Dec 11, 2020 |Nick Scholte

We shall see if a better entry point is offered in the weeks ahead. Should it occur, I'd use the opportunity to shift portfolios toward a modest overweight in equities. At present, portfolios remain neutral.

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Predictably, Economic Data is Slowing... But it Remains Surprisingly Strong

Dec 04, 2020 |Nick Scholte

Might economic data slow more? Assuredly so I'd suggest. Yet with vaccines beginning to rollout in the coming weeks, the back half of 2021 is set to be strong. Stock markets, as forward looking mechanisms, are looking through the near term challenge.

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