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.

 

 

An Up, but Volatile, First Quarter Comes to an End - Expect More of the Same

 March 31, 2023 |Nick Scholte

Big competing economic forces are in play, assuring volatility. But the end, or near end, of the Fed rate hike cycle should prove supportive of markets.

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This is NOT 2008

 March 24, 2023 |Nick Scholte

2008 was about BAD debt. The current situation with SOME banks is about miimatched maturity dates on GOOD debt.

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The Three (or Four) Big Forces Sure to Drive Market Volatility in the Year Ahead

 March 03, 2023 |Nick Scholte

Spoiler alert: inflation, interest rates, possible recession and lurking just off to stage right, the Russia/Ukraine war.

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