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 Market is TERRIBLE at forecasting Fed Rate Hikes

 March 26, 2021 |Nick Scholte

Fed Chair Jerome Powell has taken pains to emphasize that the Fed will remain patient when raising rates. This, combined with the accompanying chart, has me focused on the looming second half recovery and positioning client portfolios accordingly.

Read more

A New Era at the Federal Reserve has Arrived

 March 19, 2021 |Nick Scholte

Marking a sea change in Fed-think, the U.S. Federal Reserve will now wait to see evidence of inflation before raising interest rates, rather than raising rates merely in anticipation of same. This should support equity markets.

Read more

Not Only is There Light at the End of the Tunnel, but the End of that Tunnel is Getting Ever Closer

 March 13, 2021 |Nick Scholte

While inflation is set to move higher in the short-term owing to pandemic-fueled "soft" year-over-year comparables, the case for sustained inflation is far more uncertain.

Read more

In a Volatile Week, Incrementally More Equity was Added to Client Portfolios

 March 06, 2021 |Nick Scholte

But why was this week (and last) so volatile?

Read more