Income Mail Archive
11-11-25: Musings from a Mixed-Up Early November Market
by Bryan Perry November 11, 2025 The stock market’s price action last week was not well-defined enough to decipher what lies ahead. First, it had the makings of a tempest – headwinds, [...]
11-4-25: Opaque Jobs Data Could Trigger More Fed Rate Cuts
by Bryan Perry November 4, 2025 As the market trends higher, led by the artificial intelligence (AI) boom, there is a more cautionary narrative regarding the labor market and whether the government [...]
10-28-25: The Dangerous Long Game Dilemma with China
by Bryan Perry October 28, 2025 Investor stock portfolios are enjoying the best of times, fueled by some bullish current developments that are drawing money off the sidelines and into risk assets. [...]
10-21-25: Measuring the Market’s Pros and Cons (on the Anniversary of the 1987 Crash)
by Bryan Perry October 21, 2025 Last Monday, October 13, Bloomberg reported that China instituted sanctions against U.S. units of a South Korean shipping giant and then threatened further retaliatory measures on [...]
10-14-25: A Chance to Buy “Wide Moat” AI Leaders after a Market Flush
by Bryan Perry October 14, 2025 The current market flush, triggered by the Trump administration’s threat of additional 100% tariffs on China due to fresh export restrictions on rare-earth metals – of [...]
10-7-25: Finding Juicy Yields from Option Income Funds
by Bryan Perry October 7, 2025 As the fourth-quarter gets underway, market sentiment has shifted to a decidedly positive outlook for lower interest rates and bond yields. Recent economic data – like [...]
9-30-25: Finding Good Yields in the Bond Junk Yard
by Bryan Perry September 30, 2025 The U.S. is running multi-trillion-dollar deficits each year, with Treasury bond issuance ramping up to fund spending and interest payments. In the federal government’s fiscal year [...]
9-23-25: Russell 2000 Delivers Broad-Based Rally Confirmation
by Bryan Perry September 23, 2025 When the Russell 2000 index of small-cap stocks hits a new all-time high, it is generally considered to be a positive and expansive sign for the [...]
9-16-25: A Widening Bifurcation of Spending Trends
by Bryan Perry September 16, 2025 There is a classic bifurcation in market dynamics underway: a divergence between capital-intensive technology optimism and consumer-driven economic fatigue. This split is becoming more pronounced of [...]
9-9-25: Digesting Slack Labor Markets and AI Amid Record Gold and Stock Prices
by Bryan Perry September 9 , 2025 Currently, the market for stock and bond investments is on good footing and, in my view, this will only improve in the weeks and months [...]
9-3-25: It’s Prime Time for Considering Convertible Bonds
by Bryan Perry September 3, 2025 When the Federal Reserve starts lowering interest rates, convertible bonds are an attractive investment, because they offer a unique hybrid profile that benefits from two key [...]
8-26-25: Gold is Set for More Gains, Based on “Weak Dollar” Misconceptions
by Bryan Perry August 26, 2025 From looking at a long-term chart of the U.S. Dollar Index (DXY), going back to the Great Recession of 2007-2008, one can see that it is [...]