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.

 

 

It's "Unofficially" Official - the U.S. is Done Raising Rates; and a Change to Portfolios was Made

 December 15, 2023 |Nick Scholte

The Fed admits it has begun internal discussions as to when it would be appropriate to CUT rates. Also, Nike was sold for a quick 25% gain and Union Pacific was added.

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The Case for a Soft Landing Grows

 December 08, 2023 |Nick Scholte

Collectively, data is coming in neither too hot nor too cold. While it's likely premature to refer to this collective data as "Goldilocks", the case for a soft landing undeniably grows.

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What a Difference a Month Makes!

 December 01, 2023 |Nick Scholte

Markets surged in November as investors believe the rate hike cycle has come to an end. Timing of rate cuts is now the wider debate.

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