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.

 

 

Earnings Need to do the Heavy Lifting in 2024; So Far, So Good

 April 26, 2024 |Nick Scholte

Client holdings Alphabet/Google, Microsoft and Union Pacific in particular delivered the goods this week.

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A Correction was Due, But the U.S. Economy Remains Strong

 April 19, 2024 |Nick Scholte

So I'll be staying the course...

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Collectively, the "Big 3" Indicate a Growing Divergence Between U.S. and Canadian Economic Prospects

 April 05, 2024 |Nick Scholte

Strength in the U.S. may further push back the start of the coming rate cut cycle, while a weak Canadian employment report would likely prompt the Bank of Canada to start cutting now, were it not for the impact this would have on the Canadian dollar.

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