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...
by David Cleary, CFA | Mar 18, 2024 | Commentary
A special thanks to Matt Joyner and Karol Krucinski, CFA from our partner Fortis Capital Advisors for their initiative and leadership in bringing this thought piece to fruition. Further, Charlie Kolean, President of Strategic Political Management, provided valuable...
by David Cleary, CFA | Feb 28, 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 | Jan 8, 2024 | Commentary
Despite a steady drumbeat of negativity from the financial media and the investment community throughout the year, 2023 proved to be an extraordinarily good time for markets in the United States. Following a terrible 2022, investors began the year exhausted, and...
