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Crow Point Partners Blog

Welcome to Crow Point’s blog page. This is our opportunity to comment on a range of financial and general investing topics including market activity, interesting trends or data points. This is also where we will challenge commonly held investing shibboleths with hard data – myth-busting as we call it. We hope you enjoy it and we welcome your feedback.

History Doesn't Always Repeat Itself but Sometimes It Rhymes

Way back in the spring of 2013, then Federal Reserve Chairman Ben Bernanke announced that the Fed bond buying program would come to an end. A global bond market panic ensued, interest rates moved sharply higher and ALL investment asset classes fell....

October 16, 2018 / by David Cleary, CFA

Crow Point Liquid Alternative Funds Update - Q3 2018

The Crow Point Partners Liquid Alternative Funds lineup posted very strong performance results during the third quarter of 2018, exceeding return targets while maintaining overall low levels of portfolio volatility. The strategies have remained...

October 9, 2018 / by David Cleary, CFA

Q4 2018 Market Outlook

The third quarter of 2018 proved to be a good one for investors as markets, particularly in the United States, extended this year’s bull market.  Risk assets in the US, notably growth-oriented stocks, continued to outperform other asset classes as...

October 4, 2018 / by David Cleary, CFA

Growth Stock Investing and Looking Beyond Valuation

Most of us in this business have an exalted view of Benjamin Graham and value investing, for good reason. Who doesn’t want to buy $1.00 for seventy cents? Analysts across the globe rightly spend their days in search of that undiscovered or unloved...

September 18, 2018 / by Alan Norton, CFA

Sometimes Yield Curves Don't Mean What You Think They Mean

Recently, many investors and market pundits have been looking at the term structure of interest rates – also know as the “yield curve”-  as a source of concern for equity markets.   In the attached chart, courtesy of Ed Yardeni, one can see why: in...

June 27, 2018 / by David Cleary, CFA

There's More to The Market Than FAANG

We are at the point in the calendar when the “mid-year market overviews” start to appear, fast and furiously.  The theme this year has been how dominant FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) have been in S&P 500 returns...

June 19, 2018 / by Peter DeCaprio

Dont Fear the Fed Reaper

If you hadn’t noticed, markets have been skittish lately. Much of the angst relates to rising rate fears and rate sensitive sectors have gotten crushed this year. Here is a sample... Commentators will tell you raising rates is a subject the Fed has...

May 29, 2018 / by David Cleary, CFA

Two Tankers, a Nuclear Button, and You

Our posting has been sporadic lately as new business initiatives have kept us away from the keyboard. Distractions we will happily endure, so no complaints. But, in our four months away, we’ve found that

January 16, 2018 / by Peter DeCaprio

Focus on the Growth. The Rest is Noise

Over a year has passed since the election of Donald Trump. It’s been a fascinating period in political circles and, according to CNBC, in investing markets. But has the market really been that interesting? Profitable, no doubt, but from a price...

January 5, 2018 / by David Cleary, CFA

Earnings Quality and the Market – Things That Make You go “HMMM.”

Our friend and partner Charles Trafton of FlowPoint Capital recently pointed out to us some very interesting data: right now growth rates for 2017 EPS are higher for value stocks than growth stocks. He also notes, ironically, that there is no manual...

October 7, 2017 / by Peter DeCaprio
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