Income Mail Archive
11-29-22: The Global Tech Shift from China to India Is On
by Bryan Perry November 29, 2022 The bold move by China’s President Xi Jinping, the most powerful leader in China since Mao, recently increased his grip on the government and the country [...]
11-22-22: The Stock Market Took a Stand Against Bullard’s “Taylor Rules” Talk
by Bryan Perry November 22, 2022 Something special happened for the bulls last week. First, a little background. For the greater part of 2022, any headlines that alluded to the Fed being [...]
11-15-22: Stocks Impress as Crypto Is Eviscerated
by Bryan Perry November 15, 2022 One of the great divides of the past week was how high-growth equities decoupled from their years-long correlation to Bitcoin, Ethereum, and a host of other [...]
11-8-22: The Fed’s “Terminal Rate” May Be Coming Soon
by Bryan Perry November 8, 2022 The latest catch phrase coming from last week’s Fedspeak is “the terminal rate,” or the level at which the Fed is expected to stop raising interest rates. [...]
11-1-22: A Rally That Seems to Defy Logic Faces Its Biggest Test
by Bryan Perry November 1, 2022 Against a wave of disappointing earnings and guidance by America’s biggest and best technology firms, the bulls led a ferocious charge higher last week as traders [...]
10-25-22: Recent Market Action Hints of Peak Inflation
by Bryan Perry October 25, 2022 Last week’s stock price performance was impressive when considering the headwinds of commodity inflation, services inflation, rising bond yields, the war in Ukraine, a resurgence in [...]
10-18-22: The Fed Needs to Hear the Sound of Something Breaking
by Bryan Perry October 18, 2022 For the better part of 2022, the about-face and stampede to raise rates by the Federal Reserve has certainly put pressure on U.S. stocks, bonds, and [...]
10-11-22: A Climax (of Sorts) May Be in the Making
by Bryan Perry October 11, 2022 One of the more popular narratives in the financial markets these days is how the Fed will keep an aggressive stance on inflation “until something breaks.” [...]
10-4-22: Eighty Years of History Say the Market Will Pivot Higher After the Elections
by Bryan Perry October 4, 2022 Following the disappointing inflation data in the form of the Core (excluding food and energy) PCE Index, the third quarter closed with a resounding thud. The [...]
9-27-22: This is a Good Time to Re-Check the Charts
by Bryan Perry September 27, 2022 Last week was particularly tough for investors, as all 11 S&P sectors experienced losses to some extent. The S&P fell 4.6% after the Fed telegraphed that [...]
9-20-22: Seeking Stealth Uptrends Within a Broader Downtrend
by Bryan Perry September 20, 2022 Just when it seemed like active managers would struggle to ever beat the S&P 500 again – after getting trounced by stock indexes in 2021 – [...]
9-13-22: Investors Are Stuck in the Middle of Hope and Despair
by Bryan Perry September 13, 2022 I can’t think of any time in recent memory when market bulls and bears were so vociferous in their positions. With rumors abounding that this week’s [...]