FlowPoint Partners Blog

Welcome to FlowPoint’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 whole purpose in life for forward looking markets is to get out of synch with backward looking fundamentals at turning points.” – Don Luskin.

On GameStop, Short Selling and Markets

With our financial markets riveted lately by the action in GameStop (GME), attention has been turned to evil short sellers and getting shorty, which is natural.  The action in GME was made more compelling by the breathless reporting in the media that it was so heavily shorted, with more than 100% of its float short, as if that were an issue (it wasn’t and it isn’t).

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CHUCK TRAFTON, EDLY ISA

CHUCK TRAFTON, EDLY ISA

Every now and again, I come across someone I want to interview but they aren’t quite the right fit for MiB. Either the firm is too new or the assets too small or some other issue comes up.

That was the case with Chuck Trafton, a fund manager for FlowPoint Capital near Boston who I met years ago through John Roque. Trafton has been actively involved in Income Share Agreements (ISAs) through Purdue University, and now runs Edly, a marketplace for ISAs.

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1942

Comparisons of 2020 to prior times in U.S. history are rightfully making the rounds. Market participants are always looking for analogs. Niall Ferguson’s piece today has an interesting compare to 1968 here. And today’s WSJ has a terrific piece on a compare to the...

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CAPE FEAR?

Should we be worried about CAPE, the popular Shiller Cyclically Adjusted Price Earnings ratio? Experts tell us it is trading at exceedingly high levels and, the experts also say, those high levels portend poor stock returns, according to CAPE. We’ve thought about that...

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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 material impact on stock...

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