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.

 

 

Channeling Warren Buffett

 January 28, 2022 |Nick Scholte

Be fearful when others are greedy; be greedy when others are fearful. Given recession is not imminent, I seized upon this legendary advice from perhaps the greatest investor of all-time, and added to client equity exposure early this week.

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Parts of the Market are Now in Official "Correction" Territory - Opportunity?

 January 21, 2022 |Nick Scholte

Absent the credible threat of recession, and for investors with a time horizon beyond the short-term, the answer is "yes".

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Let's Look at RBC's 7-Point Recessionary Scorecard

 January 14, 2022 |Nick Scholte

Message? Recession is Nowhere in Sight.

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The Fed Takes a Hawkish Turn Just as Economic Data Starts to Slow (Although it's Still Strong)

 January 07, 2022 |Nick Scholte

The Fed indicates it will remove accommodation and raise interest rates more aggressively than previously suggested. The market had a challenging week as a result. But is the Fed taking this action just as inflationary pressures begin to ease?

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