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December

Per Stirling Capital Outlook – December 2018

01 Per Stirling Capital Outlook December 2018

The just-released CNBC survey of economists, market strategists and money managers placed the blame for the stock market decline that started in late September on a variety of catalysts including, as prioritized in the survey: 1) tariffs and trade wars, 2) a weakening global economy, 3) the risk that the Fed raises rates too much, […]

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31

August

Per Stirling Capital Outlook – August 2017

01 Per Stirling Capital Outlook August 2017

Over the past decade, the Jackson Hole Economic Policy Symposium has developed into the preferred venue for the world’s major central bankers to influence and offer guidance to both the capital markets and business leaders, and to announce and update their innovative and very aggressive monetary policies. As the 2017 Symposium has just come to […]

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30

January

Per Stirling Capital Outlook – January 2017

01 Per Stirling Capital Outlook JAN 2017

To state the obvious, Donald Trump is not your average President, or even your average politician. He doesn’t look like a politician. He doesn’t act like a politician and he most certainly doesn’t think like a politician. If anything, he seems to view himself more as a corporate raider engaging in hostile takeovers or as […]

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06

July

Per Stirling Capital Outlook – July 2016

Per Stirling Capital Outlook July 2016 - 01

We have noted on many occasions within the confines of these reports that capital markets thrive on certainty and struggle mightily when confronted with uncertainty, because investors know how to properly price securities when they understand the perceived risks and potential rewards associated with any given market environment, but tend to price in the perceived […]

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21

June

Per Stirling Capital Outlook – June 2016

Per Stirling Capital Outlook June 2016 - 01

We open this writing with a 1912 photograph of a man crash-testing a football helmet not only in recognition of the fact that the long-awaited start of football season is finally approaching, but also because there is probably great similarity between how this product tester felt 104 years ago and how most global equity investors […]

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