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.



In a Volatile Week, Incrementally More Equity was Added to Client Portfolios

Mar 05, 2021 |Nick Scholte

But why was this week (and last) so volatile?

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Inflation Fears Rise and, With Them, Concern Over Possible Action from the U.S. Federal Reserve

Feb 26, 2021 |Nick Scholte

But is it a realistic concern for 2021? I'd argue "no".

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The Positive Trend in New Covid Infections Continues...

Feb 19, 2021 |Nick Scholte

… although the cyclic nature of human behavior suggests there may be mini-upticks and stalls in the rate of decline as society collectively moves toward a more normal back half of 2021.

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The RBC perspective on Bitcoin

Feb 12, 2021 |Nick Scholte

Find attached an exceptional piece of thought leadership on the investment merits and role of digital currencies - particularly Bitcoin - in the current and future economy.

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Virus Trends Continue to Move in an Encouraging Direction

Feb 05, 2021 |Nick Scholte

U.S. vaccination rates accelerate while daily case trends continue to decline. Absent a vaccine-immune covid variant, the economic outlook for the back half of 2021 looks very strong.

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Volatility Returns...

Jan 29, 2021 |Nick Scholte

… but unless a truly vaccine resistant Covid-19 variant emerges, I'd reiterate my advice to clients in my last posting of 2020 - look through the "bumps". Vaccinations are now greatly outpacing the daily rate of new infection.

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Improving Covid Outlook as the U.S. Welcomes a New President

Jan 22, 2021 |Nick Scholte

While North American infection rates decline, indications are that current vaccines will be largely effective (with some caveats) against the new Covid variants. Meanwhile, with Joe Biden at the helm, the tone from Washington takes a striking turn.

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A New Year and a Hopeful Outlook

Jan 08, 2021 |Nick Scholte

Economic recovery should continue and accelerate through 2021, but the new Covid-19 variants bear careful attention as potential disruptors. Meanwhile, good riddance Mr. Trump.

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Looking Forward to a Better 2021

Dec 18, 2020 |Nick Scholte

The back half of 2021 should see our everyday lives begin to return to normal and, with this, a correlated recovery in broad swaths of the economy. I continue to incrementally position portfolios in anticipation.

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Stock Market Enthusiasm Abounds - This is a Contrarian Indicator for Short Term Performance

Dec 11, 2020 |Nick Scholte

We shall see if a better entry point is offered in the weeks ahead. Should it occur, I'd use the opportunity to shift portfolios toward a modest overweight in equities. At present, portfolios remain neutral.

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