Client Letters
- April Insights - Monitoring Secular Trends (04-04-2024)
- March Insights (03-20-2024)
- February Insights (02-20-2024)
- January Insights (01-12-2024)
- December Insights (12-13-2023)
- November Insights (11-08-2023)
- Broken Record (10-17-2023)
- Maintain Course (09-07-2023)
- Gone Fishing (08-12-2023)
- Mid-Year Update (07-18-2023)
- Bank of Canada Raises (06-07-2023)
- One Dimensional (06-01-2023)
- Wait and See (05-01-2023)
- Keep the Powder Dry (04-14-2023)
- Lite and Tight (04-10-2023)
- High Interest Rates Are Good (03-03-2023)