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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 […]

19

January

Per Stirling Capital Outlook – January 2016

1 - Per Stirling Capital Outlook Jan 2016

Renowned investor Sir John Templeton famously noted that “The four most dangerous words in investing are ‘This time it’s different.’” However, with all deference to Sir John, and in light of recent market history, he clearly should have prefaced his comment with the term “all other things being equal”, as market dynamics in early 2016 […]

30

December

Per Stirling Capital Outlook – December 2015

1 - Per Stirling Outlook December 2015

Warren Buffett famously noted that “only when the tide goes out do you discover who’s been swimming naked.” This quote has particular relevance today as we are finally starting to see free-market pricing mechanisms at work, as market-distorting forces ranging from the Federal Reserve’s expansive monetary stimulus programs to the O.P.E.C. oil cartel are increasingly […]

20

August

Per Stirling Capital Outlook – August 2015

1 - Per Stirling Capital Outlook August 2015

  Author Jacob Braude is quoted as saying, “Always behave like a duck – keep calm and unruffled on the surface but paddle like the devil underneath”.  The markets seem to be taking Mr. Braude’s advice to heart, as the impression that they give from above belies entirely what is going on beneath the surface […]

31

July

Per Stirling Capital Outlook – July 2015

1 - Per Stirling Capital Outlook July 2015

It has been said that, while you cannot predict what the markets are going to do, you oftentimes can predict what investors are going to do and, from our perspective, that is just the other side of the same coin.  Indeed, this premise of investor predictability has developed into alternative investment approaches that can provide […]


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