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.

 


 

Improving Covid Outlook as the U.S. Welcomes a New President

Jan 22, 2021 |Nick Scholte

While North American infection rates decline, indications are that current vaccines will be largely effective (with some caveats) against the new Covid variants. Meanwhile, with Joe Biden at the helm, the tone from Washington takes a striking turn.

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A New Year and a Hopeful Outlook

Jan 08, 2021 |Nick Scholte

Economic recovery should continue and accelerate through 2021, but the new Covid-19 variants bear careful attention as potential disruptors. Meanwhile, good riddance Mr. Trump.

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Looking Forward to a Better 2021

Dec 18, 2020 |Nick Scholte

The back half of 2021 should see our everyday lives begin to return to normal and, with this, a correlated recovery in broad swaths of the economy. I continue to incrementally position portfolios in anticipation.

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Stock Market Enthusiasm Abounds - This is a Contrarian Indicator for Short Term Performance

Dec 11, 2020 |Nick Scholte

We shall see if a better entry point is offered in the weeks ahead. Should it occur, I'd use the opportunity to shift portfolios toward a modest overweight in equities. At present, portfolios remain neutral.

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Predictably, Economic Data is Slowing... But it Remains Surprisingly Strong

Dec 04, 2020 |Nick Scholte

Might economic data slow more? Assuredly so I'd suggest. Yet with vaccines beginning to rollout in the coming weeks, the back half of 2021 is set to be strong. Stock markets, as forward looking mechanisms, are looking through the near term challenge.

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Another Vaccine Candidate Reports Encouraging Results

Nov 27, 2020 |Nick Scholte

This development is further fueling optimism that a true "return to normal" will begin to materialize in the second half of 2021.

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The Push and Pull Battle Continues Between Vaccine Hopes and the Grim Current Covid Situation

Nov 20, 2020 |Nick Scholte

Nonetheless, in a case of looking through to "the other side", Boeing was added to client portfolios this week.

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Great News on the Vaccine Front; Not-so-Great News on the Case Count Front

Nov 13, 2020 |Nick Scholte

The light at the end of the tunnel got brighter, while the tunnel itself got darker. Nonetheless, the visibility "to the other side" makes me incrementally more positive on the market outlook... but additions will only be made on market weakness.

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Markets (and Covid Cases) Surge as the U.S. Awaits an Election Outcome

Nov 06, 2020 |Nick Scholte

Despite the uncertainty of who will be the next U.S. President, markets welcomed the fact that Congress will remain split. Markets also welcomed continued good economic data. But markets are not, in my opinion, properly discounting the Covid surge.

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

Oct 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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