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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 […]

29

March

Per Stirling Capital Outlook – March 2019

If there is any single sentence that epitomizes how the Federal Reserve operated in the pre-Bernanke era, it is probably the reply given by then Fed Chairman Alan Greenspan during a 1987 testimony to the Senate Banking Committee.  He responded to a question by saying, “If I seem unduly clear to you, you must have […]

21

February

27

November

22

October

Per Stirling Capital Outlook – October 2018

01 Per Stirling Capital Outlook October 2018

The dictionary defines a “perfect storm” as “a detrimental or calamitous situation or event arising from the powerful combined effect of a unique set of circumstances”.  It is also, in our opinion, an appropriate and pragmatic way of describing the wide and diverse array of catalysts for the ongoing correction in the equity markets. Like […]

31

May

16

April

Per Stirling Capital Outlook – April 2018

01 Per Stirling Capital Outlook - April 2018

In many regards, the words President and Trump, when put together, become an oxymoron of sorts, because he rarely conforms to the common perception of what we, as Americans, consider to be “presidential”.  However, the fact that President Trump is bombastic and unorthodox should hardly be a surprise.  Those are probably the very personality traits […]

26

March

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