by David Cleary, CFA | May 26, 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 | May 5, 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 | Apr 18, 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 | Apr 10, 2023 | Commentary
It goes without saying that 2022 was a difficult investing year and the list of items to worry about seemed never ending. The biggest worries on the list were inflation, Fed policy, the inverted yield curve and a recession (which has yet to come). The first quarter...
by David Cleary, CFA | Mar 20, 2023 | Videos
CIO David Cleary discusses why we don’t believe that the current banking crisis is equivalent to 2008 when it was impossible to value the asset side of a bank’s balance sheet and thus true equity value. In 2023, the “problem” assets on the balance sheets of banks are...
