All Time Highs…3Q 2025 Outlook

All Time Highs…3Q 2025 Outlook

It’s hard to believe that just three short months ago, investors were in a full-blown panic driven by aggressive Trump Administration trade and tariff policy initiatives.  Following up on campaign promises for trade fairness, “Liberation Day” marked the announced...
The Timber Log – 6/27/2025

The Timber Log – 6/27/2025

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...
The Timber Log – 6/5/2025

The Timber Log – 6/5/2025

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...
Big and Not So Beautiful…but Pretty Enough

Big and Not So Beautiful…but Pretty Enough

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...
Bumpy Roads…2Q 2025 Outlook

Bumpy Roads…2Q 2025 Outlook

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...