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.

 

 

Thankfully, "Volatility" Works Both Ways

 May 27, 2022 |Nick Scholte

In the strictest sense, volatility implies wild gyrations both up and down. This week the gyration was UP.

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The Difficult Start to 2022 Continues

 May 20, 2022 |Nick Scholte

Despite a number of unique challenges this business cycle, we still do not foresee recession. We characterize the current environment as a growth scare. Might the 1994 Fed rate hike cycle offer clues to the path ahead?

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Fed Chair Jerome Powell Says Fighting Inflation Will be "Painful"

 May 13, 2022 |Nick Scholte

Those comments came after the market close yesterday. Today the markets surged. Might we be near the bottom?

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It was a Flattish Week for Markets - Nothing to See Here, Right?

 May 06, 2022 |Nick Scholte

Markets ended the week close to flat. So it must have been a calm week for stocks, right? Well, not exactly...

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