by David Cleary, CFA | Jun 6, 2025 | 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 20, 2025 | Commentary
Throughout 2025, President Trump’s trade policy agenda has dominated headlines and sparked significant economic concern and market volatility. We’ve shared some of those concerns, but we’ve also argued that Trump’s fiscal policy should be evaluated in its...
by David Cleary, CFA | Apr 7, 2025 | Commentary
The new year began with a great deal of enthusiasm amongst the investor class. The election of Donald Trump was expected to unleash animal spirits in the economy and Wall Street strategists sharply increased 2025 US equity market targets. January was a bullish...
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...
