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.

 

 

Despite moderating Growth Rates, Corporate Earnings Remain Healthy

 April 29, 2022 |Nick Scholte

But higher interest rates are limiting what investors are willing to pay for those earnings.

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Volatility Continues

 April 22, 2022 |Nick Scholte
To my clients: It was a down week for North American stock markets with the Canadian TSX finishing down 3.1%; the U.S. Dow Jones Index finishing down 1.9%; and the U.S. S&P 500 finishing down 2.8%. It’s another brief update this week. There are only so...
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The Narrative Remains: Give Equities the Benefit of the Doubt in the Absence of a Credible Threat of Recession

 April 14, 2022 |Nick Scholte

... and our proprietary Recession Scorecard continues to flash green across all seven indicators suggesting that recession is NOT imminent.

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Let's Take a Deep(ish) Dive into Yield Curves...

 April 08, 2022 |Nick Scholte

...and learn that not all yield curves are equal and that the current focus by the business press on the brief, and fractional, inversion of the 2-year to 10-year portion of the curve is overdone.

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The Destination on the Map Looks Enticing; the Terrain Along the Way May be Bumpy

 April 01, 2022 |Nick Scholte

The "terrain" might include hills both up and down, as well as a boggy marsh or two.

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