Income Mail Archive
2-18-26: Energy Infrastructure Stocks are in Rally Mode
by Bryan Perry February 18, 2026 It was bound to happen. The monumental build-out of the U.S. electric-grid to meet the demands of the explosion of data-center development – and the wholesale [...]
2-10-26: We’re Seeing a Perfect Tailwind for Convertible Debt
by Bryan Perry February 10, 2026 Last week, the financial markets navigated through a sharp bout of volatility. While the year started with some hot optimism, last week began with a significant [...]
2-3-26: Kevin Hassett’s Base Case for an Economic Supply Shock
by Bryan Perry February 3, 2026 With the decision of the future Federal Reserve Chairman going to Kevin Warsh, some of the focus last week reverted to Kevin Hassett, who currently serves [...]
1-27-26: An Opportunity to Own SpaceX Pre-IPO
by Bryan Perry January 27, 2026 The SpaceX IPO is being forecasted to be “the mother of all IPOs,” with a target valuation making it immediately one of the most valuable companies [...]
1-21-26: Kevin Warsh Has the “Chops” To Be Our Next Fed Chair
by Bryan Perry January 21, 2026 As of last week, Kevin Warsh emerged as the front-runner to succeed Jerome Powell as Chairman of the Federal Reserve in May. His potential selection is [...]
1-13-26: The New Year Is Loaded with Lots of Moving Parts
by Bryan Perry January 13, 2026 The stock market is off to a choppy but higher start to 2026. Despite some high-tension events and highly fluid geopolitical situations, investors are trying to [...]
1-6-26: Identifying the “Pain Trade” for Early 2026
by Bryan Perry January 6, 2026 For a little background, I started working as a rookie broker at Smith Barney in a bull-market, in 1984, when our advertising slogan was: “We make [...]
12-30-25: A Year-End Look Under the Market’s AI Hood
by Bryan Perry December 30, 2025 As 2025 comes to a close, all the major indexes are at, or near, all-time highs. Even the Russell 2000 enjoyed a big catch-up move when [...]
12-23-25: Gold Has More Room to Rise in 2026
by Bryan Perry December 23, 2025 After a historic 2025, in which gold has risen approximately 60% as of last Friday ($4,387-per-ounce), its best year since 1979, several major financial institutions have [...]
12-16-25: Mortgage REITs Enter the Limelight
by Bryan Perry December 16, 2025 After years of dealing with an inverted yield curve in the bond market, the current backdrop for Treasury yields has normalized, which is bullish for specific [...]
12-9-25: “Affordability” Takes Center Stage For 2026
by Bryan PerryDecember 9, 2025The waning year 2025 may be defined by high levels of volatility, growing uncertainty surrounding labor market disruptions (mostly due to the inclusion of AI into corporate business models), [...]
12-2-25: Moving Toward More Domestic Manufacturing is Now a Must
by Bryan Perry December 2, 2025 The Trump administration has stated that its economic agenda is designed to address the debt crisis by focusing on pro-growth policies that it expects will generate [...]