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.

 

 

More of the Same...

 September 30, 2022 |Nick Scholte

... the Fed is intent on raising rates. Hopefully this won't prove to be a policy error.

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Fed Speak Remains Aggressive; But I Suspect the Bark is Greater than the Bite

 September 23, 2022 |Nick Scholte

The "bark" is aimed at taming inflation. I'd argue that inflation is already tamed.

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Another Trade Completed in Discretionary Client Accounts

 September 09, 2022 |Nick Scholte

Selling long-time holding Waste Connections which has exceeded our analyst's target price and reached a new all-time high and replacing it with another waste management company in GFL Environmental.

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