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27

October

Per Stirling Capital Outlook – October 2016

01 Per Stirling Capital Outlook - October 2016

The lexicon of investment terminology is full of animal metaphors, which range from the most basic of descriptors like “bull market” and “bear market” to highly evocative terms like a “dead cat bounce” and a “black swan.” This last term seems particularly relevant today, in light of the current election cycle. A “black swan” is a […]

25

May

Per Stirling Capital Outlook – May 2016

01 Per Stirling Capital Outlook - May 2016

1930s actress Mae West famously said that “too much of a good thing can be wonderful!” Increasingly, the capital markets are starting to disagree with that perspective, as we seem to be transitioning from a “bad news is good news” market, where weak economic news and geopolitical risk was treated as bullish, because it kept […]

25

April

Per Stirling Capital Outlook – April 2016

01 Per Stirling Capital Outlook April 2016

Expectations and sentiment are incredibly important in regard to their influence on both the economy and the markets. In regard to markets, too much bullishness is bad, because it means that most of the potential buyers of securities have already bought, and that there is very little sideline cash remaining to drive the markets higher. […]