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.



Infrastructure Spending Will Further Bolster the Economic Outlook

Aug 13, 2021 |Nick Scholte

Recession is nowhere in sight. Economic indicators of all stripes show this to be the case. A $1.2 trillion infrastructure plan passed with bi-partisan support by the U.S. Senate, and seemingly destined to become law, will further fuel the expansion.

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The Economy AND Corporate Profits are Firing In Sync

Aug 06, 2021 |Nick Scholte

Major economic indicators are, collectively, as strong as I've seen in my career. Corporate profits are now 24% higher than the pre-covid comparable peak in 2019.

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