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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.

Q1 2019 Market Outlook

The fourth quarter of 2018 was disappointing for investors as, seemingly overnight, economic and political risks increased resulting in a sharp correction of virtually all asset classes. On September 30th, US investors were enjoying the fruits of...

January 4, 2019 / by David Cleary, CFA

Looney Toons Stock Market

A trusted friend noted to us the other day the market is acting like the economy ran straight into a brick wall with no skid marks.  His point, while funny, is well taken.  Something is amiss as the data is in serious conflict.  The economic...

December 26, 2018 / by Peter DeCaprio

The Federal Reserve: What Me Worry?

So, it’s safe to say, the market was very disappointed by the Fed’s 25 basis points tightening yesterday as well as the guidance provided for future hikes in 2019.  Reading the FOMC minutes from November and listening to Fed Chairmen Powell’s...

December 20, 2018 / by David Cleary, CFA

High Quality Growth on Sale

In the recent October swoon, small cap as a sector sold off more than mid and large-cap.  The Russell 2000 Growth index peaked on August 31st and for the months of September and October was down 14.7%.  Naturally, the question on everyone’s mind is:...

November 20, 2018 / by Thomas Norton, CFA

Elections, Policy, Trade and Markets

Now that mid-term elections are behind us, economic and investment decision makers can get back to business.  We will know soon how much of the October swoon was related to interest rate fears and how much was election related.  Given the market’s...

November 7, 2018 / by David Cleary, CFA

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
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