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March

26

February

Per Stirling Capital Outlook – February 2020

As renowned investor Howard Marks famously noted, “In the real world, things fluctuate between ‘pretty good’ and ‘not so hot’, but in the investing world, things go from ‘flawless’ to ‘hopeless’”.  We have just witnessed a dramatic and violent example of such a transition. Until a week ago, we were in a “heads, the bulls […]

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January

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December

Per Stirling Capital Outlook – December 2019

Renowned value investor, Sir John Templeton, coined one of the most insightful of all investing idioms when he observed that, “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” His observation applies to a psychological process that normally takes years to unfold, as market gains over time and […]

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November

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October

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September

Per Stirling Capital Outlook – September 2019

The major global economies and markets remain mired in a “Catch 22” macroeconomic environment.  The term “Catch 22” first became a part of the American lexicon in 1961 thanks to the Joseph Heller novel of the same name, in which a disillusioned American bombardier fighting in World War II desperately seeks to avoid flying future […]

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November

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August

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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 […]


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