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.

 

 

Indeed it Was an Eventful Week

 October 31, 2025 |Nick Scholte

Fed rate decisions, trade "deals" and earnings from 5 of the 7 most valuable companies in the world were on tap.

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Next Week will be a BIG One!

 October 24, 2025 |Nick Scholte

The Mag 7 reports; the Fed is expected to lower rates; and Presidents Trump and Xi will meet. All are potential market moving events.

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Fed Chair Jerome Powell Says Quantitative Tightening Will be Coming to an End

 October 17, 2025 |Nick Scholte

All else equal, this will be an important market-supporting event.

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The Bluster Returns

 October 10, 2025 |Nick Scholte

This morning Trump issued a Truth Social post threatening China with "massive" tariff increases. In reaction, markets saw their first decline of greater than 1% in 33 trading days.

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Ignoring the Noise of the U.S. Government Shutdown

 October 03, 2025 |Nick Scholte

Meanwhile, a portfolio change was made.

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