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.

 

 

A Variety of Topics...

 October 27, 2023 |Nick Scholte

On tap are U.S. GDP, big tech earnings, and next week's important data releases. In addition, I once again re-link my September 29th update on the year-to-date struggles of high-quality dividend paying stocks.

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A Few Words on the Middle East

 October 20, 2023 |Nick Scholte

The conflict and human toll is undeniably sad. But, barring significant expansion to include other groups and states, it is unlikely to have a lasting or material impact on North American markets.

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Longtime Portfolio Compounder United Healthcare Again Delivers the Goods

 October 13, 2023 |Nick Scholte

Sometimes its best just to give proven portfolio winners the time needed to re-establish their long-term trends. After a stretch of underperformance, United Healthcare would be one such name. Brookfield Infrastructure Partners would be another.

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Today the Market Completed an "Outside Reversal" - This Often Portends Well for Stocks...

 October 06, 2023 |Nick Scholte

... although not always. Let's take a look at what an "outside reversal" is, and why it happened today.

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