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June

Per Stirling Capital Outlook – June 2017

01 Per Stirling Capital Outlook June 2017

Imagine a family relaxing in a swimming pool, with every family member using a flotation device to remain on the surface of the water. It doesn’t matter who is stronger or who is a better swimmer because everyone is being kept afloat by an external force. If the amount of water in the pool is […]

26

December

Per Stirling Capital Outlook – December 2016

01 Per Stirling Capital Outlook - December 2017

In his 1936 book entitled The General Theory of Employment, Interest and Money, economics pioneer John Maynard Keynes introduced the concept of “animal spirits” into the analysis of how the owners and managers of companies make business decisions and how investors make investment decisions. His premise was that strong company and/or macroeconomic fundamentals (earnings, interest […]

24

August

02

March

Per Stirling Capital Outlook – February 2015

February Capital Outlook - image 1

When Greek Finance Minister Varoufakis was appointed to power a month ago, he launched into negotiations with “the troika” (the European Commission, the European Central Bank and the International Monetary Fund) regarding Greece’s bailout program with all the hubris and tactical aggression of an ancient Spartan warrior (or an expert in the cold war theory […]


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