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.



Trump Pushes China to the Fore

May 29, 2020 |Nick Scholte

As written two weeks ago, this is sure to be a recurring theme moving into the November elections. Meanwhile, Coronavirus new cases continue to grow in the developing world, while largely trending sideways in the U.S.

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Re-opening is Well Underway; it Will be Important to Monitor New Covid 19 Case Counts Over the Next Two Weeks

May 22, 2020 |Nick Scholte

Will new case counts materially increase? Regardless of the answer, how will consumers re-engage in the newly opened jurisdictions? Also of significance this week are building tensions with China.

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Re-Diverting Attention Back to China

May 15, 2020 |Nick Scholte

To the surprise of no one, economic data continues to be horrible owing to the Covid19 shutdown. Expect the Trump administration to begin aggressively shifting focus back to China. Economic sabre-rattling between the two nations intensified today.

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Irrational Exuberance?

May 08, 2020 |Nick Scholte

Quoting the famed expression from former Fed Chairman Alan Greenspan seems appropriate. How else to "rationalize" the current market? I present 6 credible possibilities which could derail this optimistic mindset.

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The Coronavirus vs The Fed

Apr 09, 2020 |Nick Scholte

Two forces exerting historic economic impact are waging battle. The virus is having its day now. The Fed will assure the recovery is as strong as possible. The duration and shape of what comes between is the determinant of portfolio strategy.

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As Has Been the Case For Some Time Now, We are Underweight Equities and Defensively Positioned; Opportunity Will Come, But a Retest of Recent Lows and Possible Newer Lows is Our Base Case

Mar 27, 2020 |Nick Scholte

Even if the U.S. is "opened back up" by Easter (not likely in our opinion), the changes in consumer behavior will be lasting and profound. These will suppress the vigor of the recovery. That said, monetary and fiscal stimulus measures are massive.

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The Goal of Social Distancing; the Anticipated Impact Upon the Economy; and the Portfolio Strategy I Envision

Mar 13, 2020 |Nick Scholte

Defensive measures are, and have been, in place for some time now; lets look forward a bit.

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Special Update: Summary of Defensive Measures Taken and Road Ahead

Mar 12, 2020 |Nick Scholte

In my opinion, recession is now a certainty. As long suggested, defensive measures would be taken in the case of credible and imminent threat of recession. I have followed-through on this pledge.

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As Expected, the Fed Made an Emergency Rate Cut; As Promised, More Defensive Measures Were Taken on the Positive Market Response

Mar 06, 2020 |Nick Scholte

Coronavirus driven volatility is at an extreme. While recession is not a certainty, it is both a credible and imminent threat.

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Coronavirus: Important Strategy Perspective

Feb 28, 2020 |Nick Scholte

What we have done, and what we foresee in the days, weeks and months ahead.

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