Stringer Asset Management LLC

The Great Normalization: Navigating the New Economic Landscape As the dust settles from the pandemic's economic upheaval, we're witnessing what we call "The Great Normalization" - a return to pre-pandemic economic norms, albeit with significant structural changes. This shift presents both challenges and opportunities for investors and businesses alike. Key indicators such as GDP growth, job creation, and inflation are trending towards historical averages, signaling a more measured economic environment. However, this normalization isn't uniform across all sectors and regions, creating a complex tapestry of risks and potential rewards. In this article, we'll explore: - The stabilization of broad economic activity - The evolving job market and inflation trends - Emerging investment opportunities in this new landscape Join us as we unpack the intricacies of The Great Normalization and its implications for your investment strategy.

The Fed Cut Interest Rates, Now What? With the Fed starting a new round of interest rate reductions, we look at what consumer, investors, and businesses might expect going forward. Learn more here: https://lnkd.in/g9gCh3UG

Meet Kait Dowling, Senior Internal Consultant at Stringer Asset Management LLC. Outside of work, Kait’s passion is #animalrescue. Over the years, she's volunteered in the #rescue community in a variety of roles from serving as a member of the board of directors at an #animalshelter, to fundraising, to fostering.  Just in the time she has been on the Stringer Asset Management LLC, team she has fostered and found happy homes for 30 pets.  She is currently fostering a mother chihuahua mix with her two newborn pups through the ASPCA Kait and her rescue pup Ghost will be participating in the #MuttStrutt in October – A fundraiser for PAWS: one of Philadelphia’s biggest cat and dog rescue organizations. Kait’s fundraising page: Mutt Strutt Fundraiser As an animal lover, Kait would always love to see a photo of your pet 😊

Getting Back to Normal: The Yield Curve Key Points: » The yield curve inversion is nearing its end with some short-term yields falling faster than long-term yields, though it's still far from historical norms. » Our base-case scenario suggests short-term yields will continue to fall faster than long-term yields as the U.S. Federal Reserve (Fed) implements expected interest rate cuts likely over a one- to two-year period. » Slowing jobs growth and softer inflation are giving the Fed more flexibility to reduce short-term interest rates with markets pricing in at least 0.75% in rate cuts before the end of 2024. » While money market funds currently offer attractive yields, their income will decrease rapidly once the Fed starts lowering rates. » In contrast, intermediate fixed income investments offer more income stability and potential capital appreciation. » Investment implications include favoring core intermediate duration fixed income, particularly defined maturity Treasury and corporate bond ETFs, as well as allocating to high-quality U.S. and foreign equities along with equity option strategies for yield enhancement or downside protection. Learn more here: https://lnkd.in/g6j7Ptr7

Apple Podcast - https://lnkd.in/gpdjYPre Spotify Podcast - https://lnkd.in/gGFDPCHG "Hands off the FED" discusses how important the independence of the #FederalReserveBoard is and why even the suggestion of #politics and political influence can be detrimental to the largest #economy in the world. Listen in as we provide some history and examples of why these separations are necessary. #finance #interestrates #markets #fed

In case you haven't heard there is an #ELECTION coming up. We have been traveling the country fielding questions about the #markets, #economy, and which #political party the markets prefer. Mountains of data and countless studies suggest that it doesn't actually matter all that much. So, what does matter? Check out our most recent article on VettaFi to find out. https://lnkd.in/gwm7RCwi

Check out the latest comment form Gary Stringer and the team. Recently, the Cash Indicator (CI) spiked as volatility rose, but didn't signal a cash raise, then quickly settled. Though a jump in volatility like this is discomforting, it is to be expected given how complacent the financial markets have been. Attached we discuss #volatility, the #economy and impending #ratecuts. https://lnkd.in/gsMDepzu

Check out the latest comment form Gary Stringer and the team. Recently, the Cash Indicator (CI) spiked as volatility rose, but didn't signal a cash raise, then quickly settled. Though a jump in volatility like this is discomforting, it is to be expected given how complacent the financial markets have been. Attached we discuss #volatility, the #economy and impending #ratecuts. https://lnkd.in/gsMDepzu

NEW Podcast Available - 2024 Mid Year Market Review & Outlook Apple: https://lnkd.in/gpctptdq Spotify: https://lnkd.in/gr5E6Azz Perspectives Beyond the #Election, the #Fed & the #YieldCurve. Uncertainty and U.S. Federal Reserve policy shift may cause near-term #volatility and potential buying opportunities.

Transformative Growth: Perspectives Beyond the Election, the Fed & the Yield Curve » Uncertainty around the November election and U.S. Federal Reserve policy shift may cause near-term volatility and potential buying opportunities. » The economy, inflation, and jobs growth are getting back to normal.   » Beyond near-term uncertainty lies a new era of growth and prosperity driven by a strong U.S. private sector. » Managing risk with a focus on quality equity and fixed income will likely lead to the best near-term results. Learn more here: https://lnkd.in/gcD6WXPX