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.

 

 

Russia Invades Ukraine and Markets Move.... Up???!!!

 February 25, 2022 |Nick Scholte

Of course there were losses leading up to the outbreak of hostilities but, even so, I reiterate that the historical record is clear: geopolitical conflicts have no lasting impact upon the markets.

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As Unsettled as Markets Remain, Not Much has Changed in recent Weeks

 February 18, 2022 |Nick Scholte

Inflation, interest rates and Russia/Ukraine continue to dominate the narrative. Geopolitics notwithstanding, it is my opinion that the global economy is resetting to the pre-pandemic norms of late 2019.

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Ukraine Tensions Near a Boiling Point

 February 11, 2022 |Nick Scholte

Even so, the historical record is clear: despite a brief surge in volatility, geopolitical conflicts have little lasting impact on the trajectory of markets.

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Let's Imagine the Current Market as a Game of Tug-of-War

 February 04, 2022 |Nick Scholte

Pulling at one end of the rope is Team "Lower P/E Ratios". At the other end is Team "Higher Earnings". We favor team Higher Earnings.

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