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.

 

 

New Position Added to Client Portfolios...

 November 29, 2024 |Nick Scholte

... and some quick thoughts on the proposed tariffs against Canada and Mexico.

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Thoughts From an RBC Strategist on the Potential Implications of Trumpian Policies

 November 22, 2024 |Nick Scholte

Much depends upon the specifics, but here is a considered take on what impacts may be in store.

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Trump Announces Cabinet Appointees and Markets Recalibrate

 November 15, 2024 |Nick Scholte

This week's volatility was not unexpected. Market volatility with an upward bias is likely in the cards through inauguration and beyond into mid 2025.

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Trump Wins and Markets Surge

 November 08, 2024 |Nick Scholte

Trump's pro-growth policies are likely to drive markets through inauguration - but what about thereafter? What are the implications for client portfolios in 2025 and beyond?

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Quick Thoughts This Week...

 November 01, 2024 |Nick Scholte

... thoughts on tech earnings, employment and manufacturing.

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