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.

 

 

Brief Thoughts as 2024 Comes to a Close

 December 13, 2024 |Nick Scholte

Top level thoughts as a good year for the markets comes to a close.

Read more

Is the Base Case "No Landing"?

 December 06, 2024 |Nick Scholte

It just might be.

Read more