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29

January

20

December

Per Stirling Capital Outlook – December 2019

Renowned value investor, Sir John Templeton, coined one of the most insightful of all investing idioms when he observed that, “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” His observation applies to a psychological process that normally takes years to unfold, as market gains over time and […]

26

November

30

October

26

September

Per Stirling Capital Outlook – September 2019

The major global economies and markets remain mired in a “Catch 22” macroeconomic environment.  The term “Catch 22” first became a part of the American lexicon in 1961 thanks to the Joseph Heller novel of the same name, in which a disillusioned American bombardier fighting in World War II desperately seeks to avoid flying future […]

28

August

24

July

Per Stirling Capital Outlook – July 2019

A Wall Street analyst recently referred, in a CNBC interview, to the current stock market as a “wild west market” due to his reasonable observation that investors are ignoring the world’s many risks and are “throwing caution to the wind”.  However, while we believe that he makes a valid point, we think that it is […]

25

June

23

May

Per Stirling Capital Outlook – May 2019

American author Mark Twain observed that, “History does not repeat itself, but it oftentimes rhymes”.  For evidence of just how insightful this perspective is, one needs to look no further than the Winter 1982 edition of Foreign Affairs Magazine, which noted that: “President Reagan won his office in part because he convinced the electorate that […]

29

April

Per Stirling Capital Outlook – April 2019

One of the core premises on which monetary policy is based is that there is a direct relationship between economic growth and inflation.  More specifically, prevailing economic theory maintains that strong economic data ultimately leads to both “full employment” and the full utilization of an economy’s productive capacity, and that both economic conditions, once they […]


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