Income Mail Archive
This is where you can find all of our Income Mail articles from Bryan Perry.
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 [...]
6-30-26: Decoding Big Tech’s $600 Billion Bet: Is it a Mad Gamble or a Master Plan?
by Bryan Perry June 30, 2026 In the annals of industrial history, few spectacles match the sheer material and financial velocity of the current technology capital expenditure boom. Together, the world’s primary [...]
6-23-26: Crude Oil Price Correction Will Crush Headline Inflation
by Bryan Perry June 23, 2026 The inflation debate is currently highly skewed by those looking for a rate hike by year-end. While this narrative had some teeth leading up to the [...]
6-16-26: The Countdown to “Q-Day” Begins
by Bryan Perry June 16, 2026 This past weekend, I attended a conference in New York City where quantum computing was the focus. High-profile speakers on the topic included Kevin O’Leary of [...]
6-9-26: Mr. Market Is Sorely Misreading the Employment Data
by Bryan Perry June 9, 2026 There is no question Friday was ugly. The market was crushed on Friday because two forces hit simultaneously – first, a violent AI‑chip unwind and then [...]
6-2-26: It’s Prime Time for Selling Covered Calls
by Bryan Perry June 2, 2026 The mantra of buy and hold has served investors well over the long run, but the modern market landscape occasionally throws us some wicked curve-balls, and [...]
5-27-26: One Big Beautiful Buying Opportunity in Gold
by Bryan Perry May 27, 2026 After an extraordinary rally last year, gold hit an all-time high of nearly $5,600 per ounce in early 2026. Since that peak, a combination of hawkish [...]