* US $ continues to the moon…
* Fed wants to restore price stability
* ROW valuations interesting….maybe
* Commodities the next sector to decline…
The Timber Log – 5/2/22
* Will the Fed over reach?
* Now the time to lower portfolio risk?
* Where to look for opportunities…
The Timber Log – 4/18/22
* Peak inflation approaching…?
* Bond market discounting extreme scenario…
* The old 60/40 is not working…
The Timber Log – 4/4/22
* The PACE of fed hikes is important…
* What does the Fed own?
* Inversion cometh…what does it mean?
* Thank goodness for strong employment data…
The Timber Log – 3/28/22
* 2Q22 – What is our viewpoint?
* Fixed Income – the “safe” asset class
* Stock buybacks continue…
* ROW stocks are cheap…
The Timber Log – 3/14/22
* Fed balance sheet expansion is over…
* Energy sector – from pariah to to pick
* Commodities have their day in the sun
* Big surprise – Biden wants more…
The Timber Log – 2/22/22
* TSA traffic is getting stronger…
* Investors gung-ho for the inflation trade
* How long can housing stay strong?
The Timber Log – 2/14/22
* What makes up the CPI index?
* Relief rally exhausted by Russia/Ukraine
* Biden better bend…
* ROW markets are resilient…
The Timber Log – 2/1/2022
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...
The Timber Log – 1/25/2022
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...
The Timber Log – 1/18/2022
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...
The Timber Log – 1/11/2022
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...
The Timber Log – 12/22/2021
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...
The Timber Log – 12/15/2021
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...
The Timber Log – 12/6/2021
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...









Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.