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.



A Welcome Return to Traditional Economic Data

May 28, 2021 |Nick Scholte

As new infections continue to decline, traditional economic measures come back into focus. This week a look at perhaps RBC Dominion Securities favourite indicator of recession - weekly jobless claims.

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Gold Bullion - A Temporary Hedge in Client Portfolios that has Largely Served its Purpose

May 21, 2021 |Nick Scholte

The 5% hedge position taken in 2020 has recently been reduced by half. Further reduction, or outright elimination, of the remaining 2.5% is imminent.

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Let's Talk Inflation

May 14, 2021 |Nick Scholte

Inflation is rising - is it a concern?

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Weaker than Expected Economic Data? Yes, but Still Exceptionally Strong

May 07, 2021 |Nick Scholte

While employment might need to be monitored for a possible post-pandemic structural shift in equilibrium, data in aggregate suggests the recovery remains well on track.

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