You are here: Home / Blog

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.

The End of QE

Last week, in a post about current equity market valuations, we identified the unwinding of QE as a possible threat to today’s bull market. Let us be clear: we don’t think the unwinding of QE (which has already begun, actually) will have any...

May 8, 2017 / by Peter DeCaprio

The Ol’ Double-Edged Sword. . .

Back in January of this year (seems so long ago. . .), headlines in the Canadian financial press were bemoaning the fact that (1) the Canadian economy was growing at its slowest pace in 60 years, and (2) real estate and financial services now...

May 4, 2017 / by Peter DeCaprio

The Plastic in Your Wallet is Not Created Equal

Last week Consumer Lenders started reporting Q1 2017 earnings, which showed above average loan growth and better margins. But, in spite of the improving revenue trends, a surge in credit costs hurt results and stocks in the space sold off hard. It...

May 2, 2017 / by Peter DeCaprio

Dispersion Is Becoming Readily Apparent, And This is Good For Investors

So we are about halfway through Q1 2017 earnings, and the results are predictably mixed.  Our friends at FlowPoint Capital have alerted us to some pretty interesting data that is starting to show up in their proprietary risk screens, namely that the...

May 1, 2017 / by Peter DeCaprio

Risks to the U.S. Bull Market, Sure. But This is No 1999.

Not surprisingly, the question most frequently posed by our shareholders, investors and other stakeholders concerns the relative valuation of equity markets. U.S. indexes set new all-time price highs recently and references to the late 90’s are...

May 1, 2017 / by Peter DeCaprio
Page 4 of 4
All posts
1 2 3 4