Strategic Asset Management LLC

Housing is stressed right now.

https://merrillovermatter.blogspot.com/2025/07/housings-wylie-coyote-moment.html

When the curve inverts (10 year Treasury yields less than 2 year Treasury yields) it is time to start looking for the equity market exit signs. With the Fed signalling more rate increases this day may come soon.

LNG based shipping is coming, and it's a good thing

Big polluters: one massive container ship equals 50 million cars New research has found that in one year, a single large container ship can emit cancer and asthma-causing pollutants equivalent to that of 50 million cars.