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.

 

 

As the Economy Slows, How are Corporate Earnings and Revenue Faring?

 April 28, 2023 |Nick Scholte

The answer - modestly better than expected. Yes, earnings are contracting, but not as much as feared. Meanwhile, revenue growth continues.

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The Obvious Economic Slowdown Continues...

 April 14, 2023 |Nick Scholte

Employment, retail sales, and inflation metrics confirm as much.

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Economic Slowing is Obvious

 April 06, 2023 |Nick Scholte

The big data points this week make that obvious. Tomorrow's Employment Report (on a holiday Friday) might add an exclamation point.

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