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.

 

 

US 4th Quarter GDP Comes in Better than Expected Fueling Hopes that a Recession Can be Avoided

 January 27, 2023 |Nick Scholte

My base case remains that recession is likely, but this GDP report slightly diminishes this "likelihood" while backstopping my contention that any recession will be mild.

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Portfolio Change - Took Profit on Home Depot and Added Microsoft

 January 20, 2023 |Nick Scholte

After more than two years awaiting the right opportunity, Microsoft has finally been added to client portfolios. Making room for MSFT, Home Depot was sold after a nice 10-month profit was realized.

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The Big Bad Wolf has Left the Building

 January 13, 2023 |Nick Scholte

The wolf being inflation. The Fed must acknowledge this plain truth.

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Inflation Continues to Roll Over - What Might that Mean for the Year Ahead?

 January 06, 2023 |Nick Scholte

Hopefully the U.S. Fed adjusts its rate hiking agenda accordingly. I, for one, believe the Fed has already gone too far.

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