Stringer Asset Management
New Headlines Overlook U.S. Economic Strength
The equity market tends to see a correction every 18 months. If it's not a recession-induced bear market, it may be a buying opportunity.
The U.S. Housing Market: Risks, Realities, and the Road Ahead
The U.S. housing market has been a critical factor in the broader economic landscape, and its trends have profound implications.
The March 2025 Dashboard: Our Three Layers of Risk Management
We manage risk tactically over the short-term by investing across a broad array of themes and asset classes including cash.
The Economics of Oil Production
The decision to drill for oil is not primarily driven by government mandates or regulatory pressure, but rather by market forces.
Do Not Let the Headlines Distract: The Private Sector Drives the U.S. Economy & Markets
Investors should not be overly distracted by the recent spate of political headlines and social media updates.
Expect Innovation Led American Exceptionalism to Continue
Nothing is more fundamental to the current health of the economy than jobs creation and income growth.
The January 25 Dashboard: Our 3 Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. Investors should expect more equity market volatility ahead.
The Beat Goes On
The U.S. economy is experiencing a remarkable period of economic stabilization and growth
Watching China’s Economic Miracle (and Relevance) Fade Before Our Eyes
China’s economic ascent over the past four decades has been a remarkable story of growth, driven by several factors.
The December 2024 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety systems in a modern automobile, which includes an airbag. Importantly, each of these systems work together to potentially help smooth the ride.
The U.S. Housing Market: Challenges and Solutions
The housing market inderwent huge transformations in recent decades with the aftermath of the Global Financial Crisis & the COVID-19 pandemic.
The Great Normalization: Post-Pandemic Economic Trends in the United States
With the backdrop of U.S. Federal Reserve (Fed) headlines in addition to the shifting narratives of the election season, we have been focusing on what we are calling the Great Normalization as overall economic trends in the U.S. are getting back to normal.
The Multifaceted Impact of Federal Reserve Easing Cycles on Financial Markets
Fed easing cycles and lowered target interest rates impact various economic sectors, such as mortgages, consumer credit and cash investments.
Getting Back to Normal: The Yield Curve
The yield curve measures the difference between short-term, intermediate-term, and long-term Treasury yields.
Why the Fed Is Bigger Than the President, No Matter Who Gets Elected
In an election year, we are bound to hear a lot of commentary about the merits and drawbacks of both major candidates’ economic policies. History shows that while a president’s policies can make life easier or more difficult for various sectors of the economy, U.S. Federal Reserve (Fed) policy has much more impact on the economy overall.
