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.

 

 

High Flying Tech Names Finally Take a Breather

 September 04, 2020 |Nick Scholte

Clients will know that despite being great companies, I felt that the share prices of these tech giants were expensive. This motivated me to take profit on half of client positioning in Apple two weeks ago. Yet economic data improves...

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Market (Price) Leadership is Very Narrow...

 August 21, 2020 |Nick Scholte

... and worrisome. For example, today alone, Apple added the equivalent valuation of the entire Royal Bank of Canada ( the 23rd biggest bank in the world by the way). It's a great company and deserved market leader - but prudence must be exercised.

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