by David Cleary, CFA | Jan 6, 2025 | Commentary
Investors enjoyed a profitable 2024, as the S&P 500 experienced nearly a 25% return fueled by durable economic momentum, moderating inflation, and the transformative rise of artificial intelligence. Major gains in Big Tech and innovative sectors such as quantum...
by David Cleary, CFA | Oct 11, 2024 | Commentary
Election Questions and the Soft-Landing Hope As the year approaches its final bout, the peculiar 2024 US presidential election, things are coming to a head. The race remains tight as betting markets and polls currently have Donald Trump and Kamala Harris running neck...
by David Cleary, CFA | Jul 10, 2024 | Commentary
The second quarter of 2024 proved to be a strong period for the US stock market as the S&P 500 posted a 4.3% return over the period. Driven by AI euphoria and strong corporate earnings, US stocks led, with technology, especially Nvidia, reaching new highs. Major...
by David Cleary, CFA | Apr 17, 2024 | The Timber Log
The Timber Log is a quick overview of Timber Point Capital’s most recent investment thoughts. If you have questions about the content, please reach out to Patrick Mullin. The information contained herein does not constitute investment advice or a recommendation for...
by David Cleary, CFA | Apr 8, 2024 | Commentary
Entering 2024, unlike many other market participants who continued to focus exclusively on the restrictive elements of monetary policy, TPCM took an overall optimistic and bullish viewpoint on market opportunities. In particular, we viewed the US equity market as...
