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March

Per Stirling Capital Outlook – March 2019

If there is any single sentence that epitomizes how the Federal Reserve operated in the pre-Bernanke era, it is probably the reply given by then Fed Chairman Alan Greenspan during a 1987 testimony to the Senate Banking Committee.  He responded to a question by saying, “If I seem unduly clear to you, you must have […]

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February

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January

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November

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August

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July

Per Stirling Capital Outlook – July 2018

01 Per Stirling Capital Outlook - July 2018

One of the most important concepts in investing is that nominal macro-economic and company-specific data is only made relevant to investors when it is considered in contrast to what expectations existed for the data prior to its release.  This is because securities are discounting mechanisms that are priced based upon what data is expected to […]

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June

Per Stirling Capital Outlook – June 2018

01 Per Stirling Capital Outlook - June 2018

In light of the almost surreal trade-related headlines that confront us on a daily basis, it seems only appropriate to invoke the words of philosopher George Santayana, who famously remarked that “Those who cannot remember the past are condemned to repeat it.” If the founding fathers of the world’s various democracies knew then what we […]

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April

Per Stirling Capital Outlook – April 2018

01 Per Stirling Capital Outlook - April 2018

In many regards, the words President and Trump, when put together, become an oxymoron of sorts, because he rarely conforms to the common perception of what we, as Americans, consider to be “presidential”.  However, the fact that President Trump is bombastic and unorthodox should hardly be a surprise.  Those are probably the very personality traits […]

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March

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August

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