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.

 

 

Corporate Earnings are, So Far, Proving "Good Enough"; and a Portfolio Adjustment

 October 29, 2021 |Nick Scholte

Supply constraints are real, but corporations are adjusting reasonably well. Also, United Health Group was trimmed back after a strong surge in the share price toward RBC's target price.

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Are Fears of Inflation Getting Ahead of Themselves?

 October 22, 2021 |Nick Scholte

For reasons cited herein, this appears to be the case.

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Jobless Claims Plunge Below a Key Level, Consumer Spending is Robust and Corporate Earnings are Strong

 October 15, 2021 |Nick Scholte

No surprise then that the markets had a good week and are again nearing all-time highs after the recent September correction.

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Key Economic Measures Indicate Continued Strong Expansion, Although Employment Data Disappoints

 October 08, 2021 |Nick Scholte

Two consecutive months of disappointing employment data bears watching, but its likely a result of the delta covid wave in the U.S.. That particular wave has now clearly peaked and rolled over.

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I Reiterate, Corrections are a Normal Part of Market Behaviour

 October 01, 2021 |Nick Scholte

The title notwithstanding, what might have contributed to the September weakness in markets? In this era of heightened U.S. political disfunction, certainly debt ceiling negotiations played a role.

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