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.

 

 

The Supreme Court Rules Against Trump's Tariffs

 February 20, 2026 |Nick Scholte

Initial market reaction has been modestly positive. It will be interesting to see what narrative emerges over the coming week or two.

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Some Trades...

 February 13, 2026 |Nick Scholte

Exiting Union Pacific after recent strength; slightly trimming Palo Alto Networks; and re-entering Alphabet/Google.

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Let's Talk Tech and AI Disruption

 February 06, 2026 |Nick Scholte

AI advancements are accelerating and starting to disrupt - but the net benefits are likely to outweigh the disruptions. In fact, AI buildout is the greatest infrastructure investment in human history.

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