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.

 


 

Good Headline Economic Data - But is it Sustainable?

Aug 07, 2020 |Nick Scholte

While employment gains beat expectations, there was a sharp deceleration from the month prior. Also, US/China relations continue to deteriorate. The countries will meet August 15th to discuss trade - a poor tenor could move markets.

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The U.S. Economy Shrinks at a Record Pace in Q2 While Big-Tech Companies Surge

Jul 31, 2020 |Nick Scholte

Meanwhile, after the expected lag, deaths are now clearly following the upward trend set by new Covid-19 cases since the beginning of June.

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A Slowing Pace of U.S. Recovery is Emerging

Jul 24, 2020 |Nick Scholte

In addition, U.S./China relations continue to deteriorate. Absent Covid-19 concerns, this week's consulate closures and the rhetoric of the respective leaders alone would have been enough to drive a material market decline.

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Another Look at the 30,000 Foot View

Jul 17, 2020 |Nick Scholte

Let's take a point form look at the Good and the Bad in the current Covid-19 economy.

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After the Expected Lag, U.S. Covid-19 Deaths in the U.S. Have (This Week) Turned Higher in Sympathy With the Well-Established Rising Case Trend

Jul 10, 2020 |Nick Scholte

Falling death rates have been used to counter claims that the pandemic crisis in the U.S. is worsening. If this turn higher in daily deaths persists, it will become much more difficult to push this narrative.

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U.S. Covid19 Cases Continue to set New Daily Highs - July 4th Festivities Will not Help

Jul 03, 2020 |Nick Scholte

And the surge in new cases is not simply a result of more testing. The percent of administered tests returning positive is also increasing.

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Does the U.S. Have a Problem?

Jun 26, 2020 |Nick Scholte

As U.S. daily caseloads of Covid-19 reach new highs, might the libertarian leanings of much of the U.S. populace be a structural impediment in this crisis vis-à-vis other developed countries?

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Is that a Canary I Hear?

Jun 19, 2020 |Nick Scholte

Amid rising Covid-19 caseloads in certain U.S. states, Apple has opted to close some of its stores. Nationwide, up-trends are also emerging. Might this be a gut check for markets seemingly anticipating a year-end return to normal?

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Covid-19 New Caseloads are Rising in Many States

Jun 12, 2020 |Nick Scholte

We may be at one of the more critical junctures in caseload data since the coronavirus crisis began.

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The Single Biggest Economic Surprise of my Career

Jun 05, 2020 |Nick Scholte

... and, with it, portfolio adjustments bringing client equity exposure back near neutral. While extreme vigilance remains warranted, one cannot dismiss the possible implications of this morning's U.S. (and Canadian) Employment Report(s)

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