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.

 


 

As Long Maintained, the U.S. and China are Both Motivated to Get a Trade Deal Done - Progress Continues

Nov 08, 2019 |Nick Scholte

Although by no means can a deal be considered a 'fait accompli'. Also, the slowdown in economic data looks like it may have troughed - we will continue to monitor closely.

Read more

A Week Chock Full of Developments

Nov 01, 2019 |Nick Scholte

From accommodative central banks, to resilient economic data, our base case remains no imminent recession for the U.S.

Read more

Progress Continues in U.S. /China Trade Negotiations, While the Fed Starts a "It's Not QE!" QE Campaign

Oct 25, 2019 |Nick Scholte

Whatever the Fed chooses to call its new bond purchase program, the effect will be much the same as past QE campaigns; also, some quick observations on the Q3 earnings season.

Read more

Ultra-Low Interest Rates and the Challenge Posed to "Balanced" Portfolios

Oct 18, 2019 |Nick Scholte

Ultra-low yields are challenging both the construction and the expectation for traditional balanced portfolios. So too how investments should be allocated between registered and non-registered accounts.

Read more

China and the U.S. Reach Partial Trade Deal

Oct 11, 2019 |Nick Scholte

While details are scarce at this juncture, the pact is likely to be nothing more than a de-escalation of tensions. Nonetheless, it is welcome news. We continue to believe more material agreements will be achieved ahead of the 2020 election.

Read more

Soft Data Continues

Oct 04, 2019 |Nick Scholte

But recession still is NOT our base case

Read more

Impeachment Headlines Push U.S./China Trade to the Background

Sep 27, 2019 |Nick Scholte

While a new (to me) data metric further makes the case that the U.S. will avoid recession; also, a quick note about Brookfield Infrastructure Partners LP, held in all managed client accounts, and my favourite single investment

Read more

Geopolitical Tensions are Most Always Best to Ignore

Sep 20, 2019 |Nick Scholte

Of course there are exceptions, but they are rare and usually accompanied by concurrent economic concerns; also, the trend in weekly jobless claims remains strong and points to continued growth (chart included)

Read more

The U.S./China Rehetorical Tone Continues to Improve

Sep 13, 2019 |Nick Scholte

As both countries continue to lay the groundwork ahead of scheduled October meetings; meanwhile, the ECB acts decisively with the U.S. Federal Reserve on deck

Read more

Multiple Significant Developments This Week Result in a Tricky Environment With Cross-Winds Blowing

Sep 06, 2019 |Nick Scholte

But recession remains the lesser likelihood and, for reasons explained herein, a U.S./China trade resolution might come sooner than the popular narrative suggests

Read more