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.

 

 

Another Portfolio Adjustment

 February 28, 2025 |Nick Scholte

Rebalancing North American equity positioning to 65% U.S. and 35% Canada. A new name was added to the U.S. portfolio.

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Quick Hit Thoughts

 February 14, 2025 |Nick Scholte
To my clients: NOTE: I’ll be working a shortened day next Friday, February 14th and leaving mid-morning (road trip to Kamloops for a volleyball tournament for my daughter). There will be no update next week. It was an up week for North American stock...
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Tariffs and Economic Data - A Choppy Week

 February 07, 2025 |Nick Scholte

Choppiness is likely to be a continuing theme the next four years.

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