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27

November

23

July

Per Stirling Capital Outlook – July 2018

01 Per Stirling Capital Outlook - July 2018

One of the most important concepts in investing is that nominal macro-economic and company-specific data is only made relevant to investors when it is considered in contrast to what expectations existed for the data prior to its release.  This is because securities are discounting mechanisms that are priced based upon what data is expected to […]

29

June

Per Stirling Capital Outlook – June 2018

01 Per Stirling Capital Outlook - June 2018

In light of the almost surreal trade-related headlines that confront us on a daily basis, it seems only appropriate to invoke the words of philosopher George Santayana, who famously remarked that “Those who cannot remember the past are condemned to repeat it.” If the founding fathers of the world’s various democracies knew then what we […]

26

March

30

January

Per Stirling Capital Outlook – January 2017

01 Per Stirling Capital Outlook JAN 2017

To state the obvious, Donald Trump is not your average President, or even your average politician. He doesn’t look like a politician. He doesn’t act like a politician and he most certainly doesn’t think like a politician. If anything, he seems to view himself more as a corporate raider engaging in hostile takeovers or as […]


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