Income Mail Archive
11-24-20: One Bulldog of a Senate Runoff is Shaping Up
by Bryan Perry November 24, 2020 Stocks are trading firmly higher as we head into what is seasonally a good time of the year to be long the market. Black Friday specials [...]
11-17-20: The Small Cap Rally Bodes Well for High Yield BDCs
by Bryan Perry November 17, 2020 After eight months of bearish sentiment and price action, stocks of Business Development Companies (BDCs) are starting to turn higher. There are no big moves yet, [...]
11-10-20: Post-Election Issues Facing the Market
by Bryan Perry November 10, 2020 With a post-election relief rally underway, there are some weighty issues for the market to contend with that will now become more front and center in [...]
11-3-20: A Post-Election Go-To Sector No Matter Who Wins
by Bryan Perry November 3, 2020 As election results pour in on the evening of November 3 – and probably into the early morning of November 4, when Wall Street starts to [...]
10-27-20: Gold Looks Good, Right Here, Right Now
by Bryan Perry October 27, 2020 Some interesting and eyebrow-raising developments are in the making for the bullish case in gold. Some are short-term and some are longer-term structural developments. A large, [...]
10-20-20: Political Chaos Should Provide a Great Buying Opportunity
October 20, 2020 by Bryan Perry Just about every research firm, brokerage firm, asset manager, hedge fund, and individual investor seems to have entered hyper-drive this month, conducting “election scenario analysis” so [...]
10-13-20: Charts and Graphs Provide Some Needed “Noise Cancelation”
by Bryan Perry October 13, 2020 Living in a time when bias in the reporting industry is so prevalent, it can leave readers and voters gasping for some truthful air. The many [...]
10-6-20: The Top REIT ETF Holdings Are Now “Tech Rich”
by Bryan Perry October 6, 2020 About 11 years ago, when the economy was emerging from the Great Recession of 2008-09, the big opportunity of that time was to leverage whatever equity [...]
9-29-20: Taking A Fresh Look at Floating Rate Securities
by Bryan Perry September 29, 2020 Treasury bond yields have spent most of September unchanged to mildly lower as market volatility has surged higher. The two are highly correlated but considering the [...]
9-22-20: A Sweet Entry Point for Data Center and Cell Tower REITS
by Bryan Perry, September 22, 2020 September has been a “house of horrors” for NASDAQ and especially the FAANG and MAGA stocks. Fierce rotation out of the heavily weighted tech darlings into [...]
9-15-20: Concentration and Mammoth Money Stoke Market Volatility
by Bryan Perry, September 15, 2020 In a recent weekend edition of The Wall Street Journal (September 5-6, 2020), an article titled, “SoftBank Trade Fueled Stock Rally” was front page news, and [...]
9-9-20: Simplifying the Market Landscape That Lies Ahead
by Bryan Perry September 9, 2020 A constant stream of market critics loves to talk down the big rally and how its longevity isn’t justified or rational. They crow about lofty valuations, [...]