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.

 

 

Jerome Powell at Jackson Hole - Reiterates the Fight Against Inflation

 August 26, 2022 |Nick Scholte

The next inflation print on September 13th will determine if the Fed moves 0.50 or 0.75% in this fight.

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Inflation Inflection; and a Position Sale on Strength

 August 12, 2022 |Nick Scholte

Peak inflation looks to have passed. Should prices continue to moderate through year end, further recovery in markets might be expected. Also, on achieving our analyst's price target, Capital Power was sold from discretionary client portfolios.

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With no Energy Exposure, Another Good Week (to Date) for Portfolios

 August 04, 2022 |Nick Scholte

Portfolios are recovering nicely from the June lows. However, volatility is certain to persist through year end albeit, in my opinion, with a trend to the upside.

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