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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.

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 many instances yield curve inversions have indeed been precursors to market sell offs.

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 year-to-date. The following post is typical of what has been peppering our Twitter timeline recently.

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.