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DecemberPer Stirling Capital 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 […]
asset allocationasset class inflationBen BernankeBiancoChinadiversificationdollardomestic economydomestic equityenergyFedFederal Reservefiscal stimulusforeign equitygrowth rategrowth stocksinterest rateInternational Energy AgencyIranmanufacturingmarket manipulationoilOPECreflationRussiaSaudi Arabiaserviceshalevalue stocksWarren Buffettzero percent interest rate