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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

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 […]

02

January

31

October

Per Stirling Capital Outlook – October 2017

01 Per Stirling Capital Outlook October 2017

Traditionally, the selection of the next Chairperson of the Federal Reserve is anything but a compelling drama or anything worth paying particular attention to.  To the contrary, the identity of the nominee is normally a foregone conclusion as, since World War II, every Chairperson who completed a first term has been nominated for a second […]

29

September

Per Stirling Capital Outlook – September 2017

01 Per Stirling Capital Outlook - September 2017

There are certain basic rules and inter-market relationships that every first-year economics student is taught as a matter of fact.  As an example, a slowing economy should lead to lower inflation, which is bullish for bonds, and to slowing earnings, which is bearish for stocks.  Or, that a stronger currency increases consumer purchasing power, which […]

31

August

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