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.

 

 

Second Portfolio Shift Tilting Toward the U.S. Complete; and Stunning Advancements in Artificial Intelligence

 May 17, 2024 |Nick Scholte

The title says it all...

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The Bank of Canada is out with Another Warning

 May 10, 2024 |Nick Scholte

Mortgage payments for many homeowners are set to rise - egregiously in some cases. This will be another headwind for the Canadian economy, and rationalizes the recent and soon to come portfolio tilts in favour of the U.S.

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News, News and More News!

 May 03, 2024 |Nick Scholte

There was lots of economic, Fed and company specific news to comment upon this week. Let's get to it!

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