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31

July

Per Stirling Capital Outlook – July 2017

According to Greek Mythology, the road to Thebes was once blocked by a monster called the Sphinx that would not allow travelers to pass unless they could first answer the following riddle: “What animal walks in the morning on four feet, in the afternoon on two feet, and in the evening on three feet?”  Oedipus […]

24

May

02

March

Per Stirling Capital Outlook – February 2017

01 Per Stirling Capital Outlook - February 2017

  Winston Churchill sarcastically said that “democracy is the worst form of government except for all those other forms that have been tried from time to time.” Right about now, there is probably about 50% of the American voting public that is prepared to take Churchill quite literally. However, it is not just that they […]

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. […]

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March

Per Stirling Capital Outlook – March 2016

01 Per Stirling Capital Outlook - March 2016

On March 9th of this year, both the global economy and the domestic capital markets reached important milestones. For the global economy, it was the seventh anniversary of the absolute depths of the global financial crisis. For the domestic equity markets, it was the start of what has thus far proven to be the third-longest-running […]

19

January

Per Stirling Capital Outlook – January 2016

1 - Per Stirling Capital Outlook Jan 2016

Renowned investor Sir John Templeton famously noted that “The four most dangerous words in investing are ‘This time it’s different.’” However, with all deference to Sir John, and in light of recent market history, he clearly should have prefaced his comment with the term “all other things being equal”, as market dynamics in early 2016 […]


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