Income Mail Archive
7-16-24: Bond Yields Appear to Be Normalizing in the 4% Range
by Bryan Perry July 16, 2024 With last week’s encouraging Consumer Price Index (CPI) reading of -0.1% for June, the bond market caught a fresh bid that took Treasury yields lower across [...]
7-9-24: Energy-Based Income Provides for High Yield Inflation Hedges
by Bryan Perry July 9, 2024 Following the latest employment data, released last Friday, the S&P 500 and NASDAQ traded to new all-time highs, but the same jobs report also stoked concerns [...]
7-2-24: Leveraged High Yield Bond Closed-End Funds Look Attractive
by Bryan Perry July 2, 2024 The primary takeaway from last week’s slowdown in inflation, per the PCE index report, is that a rate cut in September is very much on the [...]
6-25-24: The Torrid AI Rally Takes a “Pause That Refreshes”
by Bryan Perry June 25, 2024 The financial media and some Wall Street gurus are banging a drum to say that the AI trade is overpriced – or priced way ahead of [...]
6-18-24: The Market Just Got Real Simple, Real Fast, For Most Investors
by Bryan Perry June 18, 2024 This past week of trading activity brought with it several new developments that have stoked uncertainty in a number of sectors. Last week’s sequential trading sessions [...]
6-11-24: Non-Leveraged High Yield Asset Class Pays Double-Digit Yields
by Bryan Perry June 11, 2024 Last Friday, the U.S. Treasury market took it on the chin following the release of the May jobs report data showing that the economy added 272,000 [...]
6-4-24: The PCE Data Shows the First Signs of Inflation Cooling
by Bryan Perry June 4, 2024 Last Friday’s release of the Personal Consumption Expenditures (PCE) index report for April was a breath of fresh air for the economy, consumers, businesses, and the [...]
5-29-24: How to Add Premium Income from Selling Covered-Calls in Big Cap AI Stocks
by Bryan Perry May 29, 2024 Millions of investors are just now beginning to get up to speed on the topic of AI and the promise it brings to those that invest [...]
5-21-24: The Current Bull Market Rally is Built on Three Bullish Pillars
by Bryan Perry May 21, 2024 As some market bears are shouting, “Dow 40K and go away,” (a play on “Sell in May and Go Away”), it should be noted that the [...]
5-14-24: Why this High-Tech Consumer Driven Economy is About to Hit “Pause”
by Bryan Perry May 14, 2024 There is a growing potential that the stock market is, and could continue to be, more bifurcated going forward, where the explosive spending on AI implementation [...]
5-7-24: The Market Holds Up as Economic Cross Currents Collide
by Bryan Perry May 7, 2024 Over the past two weeks, investors have been on the receiving end of several key economic reports and high-profile earnings releases that have roiled the stock [...]
4-30-24: Three Percent Inflation Looks Like “The New Normal”
by Bryan Perry April 30, 2024 Last year’s well-defined downtrend for inflation (2% in the “core” PCE in the second half of 2023) made it look like the Fed was nearly triumphant [...]