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22

October

Per Stirling Capital Outlook – October 2018

01 Per Stirling Capital Outlook October 2018

The dictionary defines a “perfect storm” as “a detrimental or calamitous situation or event arising from the powerful combined effect of a unique set of circumstances”.  It is also, in our opinion, an appropriate and pragmatic way of describing the wide and diverse array of catalysts for the ongoing correction in the equity markets. Like […]

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 […]

02

January

30

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, […]

30

June

Per Stirling Capital Outlook – June 2017

01 Per Stirling Capital Outlook June 2017

Imagine a family relaxing in a swimming pool, with every family member using a flotation device to remain on the surface of the water. It doesn’t matter who is stronger or who is a better swimmer because everyone is being kept afloat by an external force. If the amount of water in the pool is […]

17

February

Per Stirling Capital Outlook – February 2016

01 Per Stirling Capital Outlook Feb 2016

It seems like, all of a sudden, television and print media are full of stories about how the “stock market” may be entering into a “bear market,” and each respective reporter references one of the two most popular benchmark indexes (the Standard and Poor’s 500 Index and the NASDAQ Composite), neither of which has yet […]


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