> International Monetary Fund Archives - Per Stirling

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02

January

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 […]

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 […]

05

May

Per Stirling Capital Outlook – April 2015

Per Stirling Capital Outlook - April 2015 #1

Both economics and capital markets analysis are, at their core, based upon the study of history.  Everything that analysts, economists, strategists and investors know, or think that they know, is based upon the premise that the past offers some insight into the future, and that it is reasonable to expect for both markets and economies […]


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