Income Mail Archive
9-26-23: Rising Bond Yields Stoke the Hunt for Maximum Income
by Bryan Perry September 26, 2023 As far as the Fed is concerned, interest rates will be higher for considerably longer than both the stock and bond markets were banking on. The [...]
9-19-23: America Desperately Needs Lower Rates to Pay its Rising Bills
by Bryan Perry September 19, 2023 Not much has changed in the past month to convince the markets that the Fed is completely done raising rates. Last week’s inflation and retail sales [...]
9-12-23: Investors Look for A “September to Remember”
by Bryan Perry September 12, 2023 August was characterized as a normal period of consolidation, capped by a strong reversal of the trend in the last week of the month. The softer [...]
9-6-23: Is It Time to Consider Buying Long-Dated Bonds?
by Bryan Perry September 6, 2023 Bullish investors were rewarded last week with a winning streak of economic data points, coupled with a move higher for most equities and bond prices. I [...]
8-29-23: Stocks Are Looking to Make Peace with The Bond Market
by Bryan Perry August 29, 2023 Following Fed Chair Powell’s speech in Jackson Hole last Friday, stocks initially traded off but were able to grind out a positive close to finish the [...]
8-22-23: China’s Economy is at Risk of Experiencing a Japan-Like Lost Decade
by Bryan Perry August 22, 2023 Back in 1989, Japan was the target of global criticism as wealthy Japanese investment pools, corporations, and individuals were buying up American trophy properties at sky-high [...]
8-15-23: It’s A Rough Path – But Is Inflation Coming Down?
by Bryan Perry August 15, 2023 Last week’s inflation data came in as forecast, with a few components still showing some stubbornness to come down, but I believe, the big picture that [...]
8-8-23: The Great Rate Plateau Begins
by Bryan Perry August 8, 2023 Looking at the big picture for the stock market, one mostly needs to pay close attention to the bond market. Rising bond yields pose a big [...]
8-1-23: The Fed’s Latest Rate Increase and Its Impact on Regional Banks
by Bryan Perry August 1, 2023 Rising interest rates, commercial real estate losses, and increased regulatory scrutiny were the buzz phrases facing the regional bank sector in late May and early June, [...]
7-25-23: A Rally in The Energy Sector Is Taking Shape
by Bryan Perry July 25, 2023 All through 2022, the energy sector was the standout performer, as the major averages were broadly lower over the same time frame. The sanctions on Russian [...]
7-18-23: Potential Double-Digit Income from “The Magnificent Seven” Stocks
by Bryan Perry July 18, 2023 Some want income. Some want growth. How about some of both? The old saying of “having your cake and eating it too” comes to mind when [...]
7-11-23: The Yield Curve Suddenly Tightens – a Bullish Development
by Bryan Perry July 11, 2023 A funny thing happened this past week that got little mention by the financial media, whereas I thought it was particularly important, and a bullish development. [...]