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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.

Addendum to Q1 2020 Market Outlook

No sooner than we had published our optimistic outlook for economies and markets did investors experience a somewhat existential event with Friday’s US missile strike, killing Iranian’s military leader Qasen Soleimani. In as much as this event could...

January 6, 2020 / by David Cleary, CFA

Q1 2020 Market Outlook

Despite fears over declining economic growth, a multitude of trade war scares and endless political bickering, 2019 has proven to be a terrific year for investors as the US stock market posted its highest returns since 2013.  And it wasn’t just US...

January 2, 2020 / by David Cleary, CFA

Q4 2019 Market Outlook

Taking its cue from the previous three months, markets again proved to be increasingly volatile for investors over the course of the most recent quarter.  Market returns were mixed over the entire three-month period but, in general, risk off assets...

October 8, 2019 / by David Cleary, CFA

Large vs Small Cap Divergences

For those of us that run asset allocation strategies, being in the right place at the right time is, obviously, everything.  Indeed, a foundation of risk parity strategies is that asset class performance stays within historical bands.  Divergences...

September 9, 2019 / by Peter DeCaprio

Q3 2019 Market Outlook

The resiliency of the US equity market again was evident in the second quarter of 2019.  The trade concerns of May faded quickly and the market rallied as the Federal Reserve and the European Central Bank both indicated easier monetary policy may be...

July 2, 2019 / by David Cleary, CFA

Q2 2019 Market Outlook

No truer words have ever been spoken, “And this too shall pass”.  Just three short months ago, many investors had concluded that the party was indeed over.  The constructive global economic environment that had been driving equity prices higher for...

April 1, 2019 / by David Cleary, CFA

You Can’t Hide Your Lyin’ Eyes

Our friend John Roque, one of Wall Street’s great technicians, often talks to us about the importance of visual affirmation.  Let pictures talk.  He is speaking of the importance of perspective in analysis and not losing sight of it.

February 20, 2019 / by Peter DeCaprio

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
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