Income Mail Archive
This is where you can find all of our Income Mail articles from Bryan Perry.
9-22-26: What’s Working and What’s Not in the Current Market Landscape
by Bryan Perry September 22, 2026 A common question making the rounds these days is examining what market sectors are most likely to hold value and gain in the current market landscape [...]
9-15-26: Stocks Adjust to a “New Normal” for 10-Year Treasury Rates
by Bryan Perry September 15, 2026 A shift in the 10-year U.S. Treasury yield from the 4.0%-4.5% range up to 4.5%-5.0% triggered a knee-jerk negative reaction in financial markets. Traditional stock market [...]
9-9-26: The Opponents of Data Centers Just Don’t Get It
by Bryan Perry September 9, 2026 In the global geopolitical theater, wars are rarely won solely on the battlefield. They are won in the power grids, foundries and server racks that dictate [...]
9-1-26: The Amazing Stock Buyback Phenomenon Continues
by Bryan Perry September 1, 2026 In modern corporate finance, share repurchases – commonly known as stock buybacks – have evolved from an occasional capital structure adjustment to a dominant tool for [...]
8-25-26: The Current Blueprint for High Yield Income
by Bryan Perry August 25, 2026 For nearly a decade, income investors were forced into an uncomfortable compromise: either accept micro-yields from safe government bonds or venture far out on the credit [...]
8-18-26: Probing the Complexities of Domestic Energy Policy
by Bryan Perry August 18, 2026 U.S. energy independence has shifted from a long-term strategic policy to an immediate national security and economic imperative, due to the military conflict with Iran. The [...]
8-11-26: Expect a Fed Pivot After Friday’s Job Market Gut Check
by Bryan Perry August 11, 2026 The July 2026 jobs report released on Friday, August 7, came as a stark confirmation that U.S. hiring momentum has ground to a halt. It is not [...]
8-4-26: Lowering Leverage Before Leverage Runs Riot…Again
by Bryan Perry August 4, 2026 The history of financial markets is littered with catastrophic blow-ups, driven by the same lethal cocktail: extreme leverage, often concentrated on directional bets, creating illiquid positions. [...]
7-28-26: Growth Stocks Are Hit by Deleveraging and Higher Interest Rates
by Bryan Perry July 28, 2026 The sudden reversal in bond yields last week put immediate pressure on growth stocks as the benchmark 10-year Treasury touched 4.7%, with market participants fearing a [...]
7-21-26: The Great Rotation into AI-Proof Healthcare
by Bryan Perry July 21, 2026 The growing scrutiny surrounding the AI trade does not mean technology stocks are on the verge of another dotcom-like melt-down, as in 2000-02, but instead it [...]
7-14-26: Q2 Earnings Season May Deliver a Major Market Tailwind
by Bryan Perry July 14, 2026 Second-quarter 2026 earnings season is unfolding with unprecedented momentum. Wall Street consensus began the year expecting strong results, but an extraordinary trend developed between April and [...]
7-7-26: Emerging Market Debt Now Seen As a “Go To” for Income
by Bryan Perry July 7, 2026 With energy prices literally crashing from the Iran war highs to where WTI crude traded down to as low as $67 per barrel last week, there [...]