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.

 

 

Next Week will be a BIG One!

 October 24, 2025 |Nick Scholte

The Mag 7 reports; the Fed is expected to lower rates; and Presidents Trump and Xi will meet. All are potential market moving events.

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The Aphorism "Don't Fight the Fed" Rises Again

 September 19, 2025 |Nick Scholte

The Fed cut rates this week and signaled more cuts are likely to follow. History shows a strong correlation between a Fed in rate cut mode and rising equity markets.

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Inauguration Next Monday

 January 17, 2025 |Nick Scholte

Prepare for an eventful four years.

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Is the Base Case "No Landing"?

 December 06, 2024 |Nick Scholte

It just might be.

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Corporate Earnings to Enter the Spotlight

 October 11, 2024 |Nick Scholte

Limited results so far suggest that earnings might well do their part to justify current market valuations.

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