by David Cleary, CFA | Jan 6, 2023 | Videos
CIO David Cleary discusses Timber Point Capital’s 1Q23 market outlook. Inflation is declining and employment trends remain steady which supports our view that the Fed can execute a soft landing for the U.S. economy. As well, the end of ZIRP (Zero Interest Rate...
by David Cleary, CFA | Jan 5, 2023 | Commentary
With greater than 60 days of 1% declines in the S&P 500, 2022 was truly a year of heartache for investors who had become increasingly comfortable with an ongoing love affair with the market over the past 10+ years. Coupled with record setting declines in bond...
by David Cleary, CFA | Dec 29, 2022 | 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 | Dec 15, 2022 | Videos
The market is worried about recession…we can read the economic signposts also but we are not convinced that it is a foregone conclusion. Inflation is improving, the economy should grow in 4Q22 and employment trends remain strong. Expectations are for interest...
by David Cleary, CFA | Dec 8, 2022 | 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...
