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 Foreshadowed, an Incremental Equity Addition was Made This Week - But it's No Time to be a Hero

 October 30, 2020 |Nick Scholte

A position in Visa was added at $181/share. Many other names are on my watch list. But with surging Covid-19 caseloads and the real possibility of a contested election next week, it's no time to be a hero. Additions will continue to be incremental.

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The 3rd U.S. Covid Wave is Here - Look to Europe for how U.S. Economic Data Will Fare in the Weeks Ahead

 October 23, 2020 |Nick Scholte

Europe is approximately 2 to 4 weeks ahead of the U.S. in its own resurgent wave of Covid-19. While current U.S. economic data remains robust, European PMI data has re-entered contractionary territory. Also, thoughts on the upcoming U.S. election.

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Covid Cases ar Surging

 October 16, 2020 |Nick Scholte

With new daily highs being reported in many regions of the developed world. Since the weather is only now taking a true turn for the worse, this does not bode well for the weeks and months ahead.

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Five Quick Hit Points for This Week...

 October 09, 2020 |Nick Scholte

… with the takeaway message being that portfolios maintain a near-neutral equity weighting.

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President Trump's Covid-19 Diagnosis - a Wake-up Call to the Skeptics

 October 02, 2020 |Nick Scholte

2020 has been a year of drama. This foreseeable "bombshell" development just adds to the mix. But how this plays out is very uncertain with a number of legitimate scenarios possible.

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