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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.

Crow Point Liquid Alternative Funds Update - Q3 2019

The third quarter of 2019 proved to be difficult for the Crow Point Liquid Alternative Fund lineup as the strategies underperformed their respective return targets.  The primary reason for the underperformance was a failure to participate in the...

October 1, 2019 / by David Cleary, CFA

What Now for Bond Investors?

Although equities and equity markets tend to get the bulk of the average investor’s attention, the most remarkable thing that has transpired across the economic spectrum over the past ten years has been the sharp decline in government bond interest...

October 1, 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

Crow Point Liquid Alternative Funds Update - Q2 2019

The Crow Point Liquid Alternative Funds posted mixed results during the second quarter of this year as the market endured fears of a trade related slowdown.  Market returns for 2Q19 were concentrated in higher quality investments, particularly US...

July 16, 2019 / by David Cleary, CFA

Crow Point Liquid Alternative Funds Update - Q1 2019

After a difficult end to 2018, the Crow Point Partners Liquid Alternative Funds lineup posted very solid returns during the first quarter of this year.  In spite of weak investor sentiment and negative market volatility, Crow Point’s outlook going...

April 9, 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

Crow Point Liquid Alternative Funds Update - Q4 2018

The Crow Point Partners Liquid Alternative Funds lineup struggled through the fourth quarter of 2018 as the environment for taking investment risk deteriorated sharply and somewhat unexpectedly as we entered October.  All the Crow Point funds...

January 15, 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

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
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