Stringer Asset Management
Credit Markets React to Tariffs
Similar to the equity market’s response to the recently announced tariffs, the bond market responded with a widening of credit spreads. These spreads represent the difference in yield between a U.S. Treasury bond and other bonds of the same maturity but different credit quality.
Navigating the World of Tariffs: More Uncertainty, Slower Growth, & Investment Opportunities
Recent revisions to the IMF’s World Economic Outlook reflect a sobering message: the world economy is entering a more volatile and fragmented era.
The May 25 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. Importantly, each of these systems work together.
Risk Management Amid Economic Uncertainty
The current market unrest over the potential for tariff increases and their impact is unpredictable. The volatility can be unnerving.
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.
