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30

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 […]

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25

April

Per Stirling Capital Outlook – April 2016

01 Per Stirling Capital Outlook April 2016

Expectations and sentiment are incredibly important in regard to their influence on both the economy and the markets. In regard to markets, too much bullishness is bad, because it means that most of the potential buyers of securities have already bought, and that there is very little sideline cash remaining to drive the markets higher. […]

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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 […]

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05

May

Per Stirling Capital Outlook – April 2015

Per Stirling Capital Outlook - April 2015 #1

Both economics and capital markets analysis are, at their core, based upon the study of history.  Everything that analysts, economists, strategists and investors know, or think that they know, is based upon the premise that the past offers some insight into the future, and that it is reasonable to expect for both markets and economies […]

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01

April

Per Stirling Capital Outlook – March 2015

Ancient Greek playwright Sophocles wrote: “No one loves the messenger who brings bad news.”  To wit, Sophocles would have had great difficulty explaining the domestic stock market over the past six years as, ever since the Fed expanded its initial quantitative easing (QE) program in March of 2009, investors have not only disavowed this seemingly […]

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