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.

 

 

The Follow-Through Continues...

 October 28, 2022 |Nick Scholte

The 15-day rally, beginning with a sharp midday reversal in markets - on poor inflation data mind you - continues. Might the Fed, like the Bank of Canada this week, be on the cusp of taking its foot off the gas?

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Markets Follow-Through on Last Week's Big Reversal Amid a Decent Earnings Season Thus Far

 October 21, 2022 |Nick Scholte

While early, corporations are beating earnings estimates by a little less than the historical average while, at the same time, beating revenue estimates by a bit more than the historical average.

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Surprising Stock Market Developments this Week

 October 14, 2022 |Nick Scholte

Might this development be "the" turn for the markets? Of course, only time will tell. But certainly the magnitude of the reversal bears watching.

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Where Good News is Bad News, and Bad News is Good News; and A New Position Added

 October 07, 2022 |Nick Scholte

Counterintuitively, markets are hoping for WEAKER economic data to ease the pressure on the Fed to raise rates further. Data this week offered mixed results on this front. Next week's inflation report will be a key metric to watch.

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