> inflation Archives - Per Stirling

Blog

27

November

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

26

February

05

February

Per Stirling Capital Outlook – January 2018

01 Per Stirling Capital Outlook January 2018

There is probably no other professional or academic pursuit in which aphorisms and maxims are so prevalent and so enduring as they are in the world of market analysis and investing.  Indeed, there is a very good reason for that being the case, which is that so many of these pieces of market lore are just as […]

30

November

Per Stirling Capital Outlook – November 2017

01 Per Stirling Capital Outlook November 2017

For the past nine years, the single most important influence on global asset prices has been the experimental and highly aggressive monetary policies employed by the world’s central banks.  It should therefore be no surprise that the planned-for reversal of those policies could be almost as significant to capital markets as was their introduction. Indeed, […]

31

August

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 […]

31

March

Per Stirling Capital Outlook – March 2017

After his experience of the past two weeks, you can bet that Donald Trump wishes that he had been elected King rather than President, as he is learning, in no uncertain terms, that it is much easier to issue executive decrees than it is to pass legislation, even with the President’s own party in control […]


Navigation