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September

Per Stirling Capital Outlook – September 2018

01 Per Stirling Capital Outlook September 2019

One of our all-time favorite quips came from Mark Twain, who noted that “while history does not repeat itself, it oftentimes rhymes”.  With that particularly pithy caveat as a disclaimer, there are some strong and notably persistent tendencies in the capital markets that are unique to midterm election years, and which can create both challenges […]

26

December

Per Stirling Capital Outlook – December 2016

01 Per Stirling Capital Outlook - December 2017

In his 1936 book entitled The General Theory of Employment, Interest and Money, economics pioneer John Maynard Keynes introduced the concept of “animal spirits” into the analysis of how the owners and managers of companies make business decisions and how investors make investment decisions. His premise was that strong company and/or macroeconomic fundamentals (earnings, interest […]


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