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 Portfolio Addition, and Thoughts on the U.S. Presidential Election

 October 25, 2024 |Nick Scholte

Canadian Pacific Kansas City Ltd (i.e. "CP Rail") has been added with proceeds from last week's sale of Element Fleet Management. Also, non-partisan thoughts about the upcoming U.S. election.

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A Pair of Portfolio Dispositions, and Thoughts on the Direction of the Canadian Dollar

 October 18, 2024 |Nick Scholte

Timely sales on a both the U.S. and Canadian side of discretionary client portfolios. Also, declining Canadian inflation in turn suggests declining Canadian interest rates which, further in turn, suggest a declining Canadian dollar.

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Corporate Earnings to Enter the Spotlight

 October 11, 2024 |Nick Scholte

Limited results so far suggest that earnings might well do their part to justify current market valuations.

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Celebrating Multiple Pieces of Economic Good News

 October 04, 2024 |Nick Scholte

Most significant of which was an excellent U.S. Employment Report.

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