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.

 

 

The Fed Raises Rates and Markets... Surge?

 March 18, 2022 |Nick Scholte

It's a strange phenomenon, but if markets are anticipating a "negative" event such as rising interest rates, the event itself (if not a worst case scenario) often leads to a positive reaction as a layer of market uncertainty is removed.

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The Narrative Persists: Inflation and War are Concerning, But Recession is Unlikely

 March 11, 2022 |Nick Scholte

... and, absent recession, equities should continue to be given the benefit of the doubt.

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The Market, Earnings and the Economy From 10,000 Feet

 March 04, 2022 |Nick Scholte

Question: What happens if you plot a graph of S&P 500 levels just once per year on December 31st? Answer: The long-term rising trend of the market becomes much easier to see.

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