by David Cleary, CFA | Oct 4, 2023 | Commentary
After encouraging economic signs throughout the first seven months of 2023, where inflation exceeded expectations to the downside and growth exceeded expectations to the upside, investment markets took a sharp turn downwards in August and September. The primary...
by David Cleary, CFA | Sep 19, 2023 | 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 | Aug 23, 2023 | 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 | Jul 28, 2023 | 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 | Jul 7, 2023 | Commentary
It is hard to believe that 2023 is now halfway over and the big macro worries which we began the year contending with, still remain on the forefront of many investor’s minds. On the back of terrible market performance in 2022, investors started the year fixated on...
