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.

 

 

More Discussion on the U.S., Including a Trade of One U.S. Banking Stock for Another

 February 23, 2024 |Nick Scholte

JP Morgan brushed up against our analyst target; it was replaced with U.S. Bancorp.

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Yes, U.S. Inflation Surprised Higher this Week, but There is Still Very Sound Rationale for Significant Portfolio Exposure to our American Neighbours

 February 16, 2024 |Nick Scholte

The U.S. was a relative economic outperformer in 2023, and is likely to duplicate the feat in 2024.

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Proper Geographic and Stylistic Diversification Remains Key

 February 09, 2024 |Nick Scholte

Only dividend payers or only Canada is unlikely to produce optimal results over the long ter. Geographic and stylistic diversification is key.

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The Fed, Employment and Tech..... Oh My!

 February 02, 2024 |Nick Scholte

Big news on a variety of fronts this week.

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