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.



After a Good Run, Markets May be Due for a Correction - Might the Developing Asian Viral Outbreak be the Catalyst?

Jan 24, 2020 |Nick Scholte

Whatever the answer, corrections are normal and healthy in ongoing bull markets. No overt defensive measures are anticipated, although a concessionary delay in putting past defensive proceeds back to work is being considered.

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The U.S. and China Officially Sign a Phase 1 Trade Deal, While Regional Manufacturing Data Provides Hope for a Marked Improvement in the National Survey Next Month

Jan 17, 2020 |Nick Scholte

All considered, the decision to add back some equity to client portfolios is looking ever more imminent.

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A Closer Look at the Significance of Manufacturing, While the Airline Trajedy in Iran Hits Close to Home for Canadians

Jan 10, 2020 |Nick Scholte

Also, Chinese Vice Premier Liu He will be in Washington next week to officially sign the Phase 1 Trade Agreement recently reached between the U.S. and China.

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Impeachment? Absent a Bombshell Development, it's Irrelevant to the Markets

Dec 20, 2019 |Nick Scholte

This week I received a handful of client queries about the potential impact of impeachment on markets. When a few ask, it's inevitable that many more are wondering. Set your minds at ease, absent a bombshell development, it's sure to have no impact.

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The Fed Doth Protest Too Much

Nov 29, 2019 |Nick Scholte

As the QE campaign it denies starting seems to be having a QE-like effect anyway. Also, next week is an especially important week for economic data. We are cautiously optimistic a trough in readings may be confirmed.

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