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November

Per Stirling Capital Outlook – November 2017

01 Per Stirling Capital Outlook November 2017

For the past nine years, the single most important influence on global asset prices has been the experimental and highly aggressive monetary policies employed by the world’s central banks.  It should therefore be no surprise that the planned-for reversal of those policies could be almost as significant to capital markets as was their introduction. Indeed, […]

29

September

Per Stirling Capital Outlook – September 2017

01 Per Stirling Capital Outlook - September 2017

There are certain basic rules and inter-market relationships that every first-year economics student is taught as a matter of fact.  As an example, a slowing economy should lead to lower inflation, which is bullish for bonds, and to slowing earnings, which is bearish for stocks.  Or, that a stronger currency increases consumer purchasing power, which […]

24

August

26

June

Per Stirling Capital Outlook – June 2015

1 - Per Stirling Capital Outlook June 2015

In 1841, Scottish journalist Charles Mackay first published his so-called “history of popular folly” titled Extraordinary Popular Delusions and the Madness of Crowds.  Among other things, it examined many of history’s most speculative asset bubbles, including the South Sea Company bubble of 1711–1720, the Mississippi Company bubble of 1719–1720, and the Dutch “tulip mania” of […]


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