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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 […]



Per Stirling Capital Outlook – November 2014

It is a self-evident truth that all of the components of the global economy become more and more interconnected with each passing day. An increasingly popular analogy to illustrate this interconnectedness is of an airliner with four engines (Europe, China, Japan, and the United States). This airplane came remarkably close to crashing during the financial […]