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.

 


 

News, News and More News!

May 03, 2024 |Nick Scholte

There was lots of economic, Fed and company specific news to comment upon this week. Let's get to it!

Read more

Earnings Need to do the Heavy Lifting in 2024; So Far, So Good

April 26, 2024 |Nick Scholte

Client holdings Alphabet/Google, Microsoft and Union Pacific in particular delivered the goods this week.

Read more

A Correction was Due, But the U.S. Economy Remains Strong

April 19, 2024 |Nick Scholte

So I'll be staying the course...

Read more

Collectively, the "Big 3" Indicate a Growing Divergence Between U.S. and Canadian Economic Prospects

April 05, 2024 |Nick Scholte

Strength in the U.S. may further push back the start of the coming rate cut cycle, while a weak Canadian employment report would likely prompt the Bank of Canada to start cutting now, were it not for the impact this would have on the Canadian dollar.

Read more

The Bank of Canada Addresses Lagging Canadian Productivity

March 28, 2024 |Nick Scholte

In fact, Senior Deputy Governor, Carolyn Rogers, calls the lack of productivity growth an "emergency".

Read more

Portfolios Have Been Tilted in Modest Favor of U.S. Equities

March 22, 2024 |Nick Scholte

Greater U.S. economic growth versus stagnating Canadian growth (and actual declines in per capita Canadian GDP since 2019) argue in favor of this adjustment.

Read more

Contemplating a Possible Shift Toward Modestly More U.S. Exposure

March 08, 2024 |Nick Scholte

In spite of political and cultural division, the U.S. enjoys some structural economic advantages when compared to Canada. Portfolios may be modestly tilted in favor of recognizing these advantages.

Read more

Push, Pull and Shove

March 01, 2024 |Nick Scholte

The jostle amongst economic data, inflation and expectations for interest rate policy continues. As described herein, bad news is once again being treated as good news.

Read more

More Discussion on the U.S., Including a Trade of One U.S. Banking Stock for Another

February 23, 2024 |Nick Scholte

JP Morgan brushed up against our analyst target; it was replaced with U.S. Bancorp.

Read more

Yes, U.S. Inflation Surprised Higher this Week, but There is Still Very Sound Rationale for Significant Portfolio Exposure to our American Neighbours

February 16, 2024 |Nick Scholte

The U.S. was a relative economic outperformer in 2023, and is likely to duplicate the feat in 2024.

Read more