CIO David Cleary discusses why we don’t believe that the current banking crisis is equivalent to 2008 when it was impossible to value the asset side of a bank’s balance sheet and...
Videos
CIO David Cleary – 5 Minute Market Outlook
The market is not acting like a recession is imminent as small caps and high yield continue to outperform the S&P 500, as they have been doing for a while now. Inflation is...
CIO David Cleary – 5 Minute 1Q23 Market Outlook
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...
CIO David Cleary – 3 Minute Market Update
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...
VicTalk | Bidenomics
Today's VicTalk focuses on "Bidenomics" and why Victor believes the assumptions underpinning the Build Back Better framework won't necessarily result in the...
VicTalk | Inflation Thoughts
Today's VicTalk focuses on inflation and, more specifically, why Victor believes that PCE inflation figures are primarily driven by supply chain constraints and will not result in...