Income Mail Archive
5-4-21: Another 10% Upside for the S&P Looks Good to Go
by Bryan Perry May 4, 2021 With the month of May just beginning – and already getting plenty of scrutiny as to whether investors should “sell in May and go away” – [...]
4-27-21: The Bull Market Naysayers Look to Be Wrong Again
by Bryan Perry April 27, 2021 This past week, the financial media was ripe with one guru after another calling for the market to correct to the tune of anywhere from 5% [...]
4-20-21: Bond Market Decouples from Hard Data
by Bryan Perry April 20, 2021 Something very disruptive occurred in the bond market this past week and the smartest minds in the fixed income world are scurrying to explain the anomaly [...]
4-13-21: Taxing Foreign Profits – GILTI As Charged
by Bryan Perry April 13, 2021 One of the hotter topics within the wider discussion of the Biden Administration’s future tax policy is on how to generate more taxes from the revenues [...]
4-6-21: Income Mail is on Hiatus
April 6, 2021 Due to International Travel, Income Mail is on Hiatus and Will Resume Next Week on Regular Schedule. Also In This Issue A [...]
3-30-21: Semiconductors are the Modern-Day “Industrials”
by Bryan Perry March 30, 2021 Heavy sector rotation has defined the market landscape for the past several weeks: Banking, machinery, materials, chemicals, oil and steel stocks have rallied strongly and reignited [...]
3-23-21: Corporate Investment in Tech is Set to Surge In 2021
by Bryan Perry March 23, 2021 The current correction in the Nasdaq is sizing up to be a textbook consolidation, in that it is following a torrid 2020 rally for the tech-heavy [...]
3-16-21: Bond Market Forces Fed “Showdown” This Week
by Bryan Perry March 16, 2021 When we think about what to write about every Sunday afternoon for the week ahead, we columnists try to weigh the forces that will impact the [...]
3-9-21: History Favors Those That Buy When Stocks Dip on Rate Fears
by Bryan Perrry March 9, 2021 The most important data point for stock market investors now is the yield on the 10-year Treasury Note. How it trades up or down determines the [...]
3-2-21: Staying the Course Amid the Volatility
by Bryan Perry March 2, 2021 The past two weeks have proven to be turbulent for most asset classes, save for a few widely traded commodities like lumber, copper and oil. Heading [...]
2-23-21: Focus on Inflation-Friendly Income Assets
by Bryan Perry February 23, 2021 Recent data shows that real GDP growth and core inflation are rising at a faster pace than previously forecast. How both of these “nice problems to [...]
2-17-21: Retail Brokerage Crypto Investing May Be “The Next Big Thing”
by Bryan Perry February 17, 2021 As if all the rage surrounding Bitcoin didn’t need another catalyst for investor excitement, news of Elon Musk buying $1.5 billion in the leading crypto currency [...]