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.

 

 

Recession, Fed Pivots and Corporate Earnings - Oh My!

 July 29, 2022 |Nick Scholte

Lots of developments in a good week for markets and client portfolios.

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Seeing Through to the Other Side - Another Good Week for Portfolios

 July 22, 2022 |Nick Scholte

Yes, the economy is slowing and might possibly enter a mild recession. Markets may already be looking through to the inevitable recovery.

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In the Face of Continued High Inflation, Markets (ex-Energy) are Proving Surprisingly Resilient

 July 15, 2022 |Nick Scholte

Admittedly, while markets are proving resilient overall, day to day price volatility remains high.

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A Good Week for Client Portfolios

 July 08, 2022 |Nick Scholte

Economic data, including this morning's Employment Report, continues to indicate a decent economy. Next week's Consumer and Producer price data will be an important indicator for the path of future Fed rate hikes.

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