> European Central Bank Archives - Per Stirling

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23

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 […]

29

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 […]

26

March

31

August

28

April

24

August

19

January

Per Stirling Capital Outlook – January 2016

1 - Per Stirling Capital Outlook Jan 2016

Renowned investor Sir John Templeton famously noted that “The four most dangerous words in investing are ‘This time it’s different.’” However, with all deference to Sir John, and in light of recent market history, he clearly should have prefaced his comment with the term “all other things being equal”, as market dynamics in early 2016 […]

31

July

Per Stirling Capital Outlook – July 2015

1 - Per Stirling Capital Outlook July 2015

It has been said that, while you cannot predict what the markets are going to do, you oftentimes can predict what investors are going to do and, from our perspective, that is just the other side of the same coin.  Indeed, this premise of investor predictability has developed into alternative investment approaches that can provide […]

06

July

Special Report: Greece

Greece Special Report - 1

Back in the 1980s, there was a famous credit market analyst named Ed Hart who used to speak of times and circumstances when “the demand for certainty far exceeded the available supply”.  That description applies perfectly to the current crisis in Greece due to its many moving parts, its potential for catalyzing unforeseen consequences, and […]


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