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.



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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How Deep and Wide "The Valley"?

Apr 03, 2020 |Nick Scholte

That is the question and, frankly, no one knows. But for reasons expressed herein, I believe it will be deeper and wider than consensus expectations. Economists can't model what is happening right now. My strategy is summarized.

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Coronavirus: Important Strategy Perspective

Feb 29, 2020 |Nick Scholte

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

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Coronavirus Concerns Continue to Dominate Market Sentiment

Feb 01, 2020 |Nick Scholte

This likely will remain the case until a material slowdown in the transmission rate occurs. Nevertheless, while the ultimate market and economic impact is unknown, past precedent suggests it will be fleeting. Interesting links included.

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

Jan 25, 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 18, 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 11, 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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Economics "Trump" Presidential Elections and Middle East Tensions

Jan 04, 2020 |Nick Scholte

That said, RBC is fortunate to have Helima Croft as our Global Head of Commodity Strategy - her insights on the Middle East are peerless.

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In a Week of Important Developments, Perhaps the Most Important is One You May Not Have Heard About

Dec 14, 2019 |Nick Scholte

Yes, there were important trade developments and UK election results; but, moving forward, how the Fed targets inflation may be a game changer

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