Income Mail Archive
12-31-24: History Favors the Bulls Following Recent Presidential Elections
by Bryan Perry December 31, 2024 On the day after the November 5th election, equity markets shot higher on the prospect of a pro-business administration, lower tax rates, deregulation and a robust [...]
12-24-24: The Fed’s Favorite Inflation Gauge Spiked the Market’s Punch Bowl
by Bryan Perry December 24, 2024 One would be hard pressed to find a more influential force on the stock market than the selling pressure exhibited in the U.S. Treasury market over [...]
12-17-24: Bullish Energy Policies Could Boost High-Yield Oil and Gas Infrastructure
by Bryan Perry December 17, 2024 “Drill baby, drill” has been a rallying cry by the incoming Trump administration, with the goal of driving up energy production and bringing down prices. Trump [...]
12-10-24: Cash Remains at Record Highs, Despite Rallying Stocks and Falling Rates
by Bryan Perry December 10, 2024 In the five weeks since the November 5th election, bond and equity markets have been bolstered by strong fund inflows across most sectors of the market [...]
12-3-24: The Bond Market is Back on Track
by Bryan Perry December 3, 2024 U.S. Treasuries finally had a good week of higher prices and lower yields that reversed October’s sharp sell-off, which continued into the front end of November. [...]
11-26-24: The U.S. Dollar Is Retaking Its Kingly Throne
by Bryan Perry November 26, 2024 The expression “King Dollar” has long referred to the U.S. dollar’s dominance as the world’s reserve currency going back to the end of World War II, [...]
11-19-24: The Pause That Refreshes – Before the Year End Rally
by Bryan Perry November 19, 2024 When it became clear that Donald Trump won the race for the White House, and the GOP won the Senate, the Dow Jones Industrial Average moved [...]
11-12-24: A Compelling Case for Convertible Debt
by Bryan Perry November 12, 2024 Much has changed in recent days in discussions about the prospects for aggressive rate cuts by the Fed. The economic data seems to say the consumer [...]
11-5-24: Investing In Election-Proof Themes For 2025
by Bryan Perry November 5, 2024 This week’s historic election is finally here, and the polls seem to be about as undecided as ever, with allegations of manipulation, targeted selection of those [...]
10-29-24: The Timely Allure of Tax-Free Bonds
by Bryan Perry October 29, 2024 The current backdrop for interest rates and bond yields is dramatically different than it was just six weeks ago. On September 18th, the Federal Reserve slashed [...]
10-22-24: This Election Cycle Holds Major Taxable Consequences
by Bryan Perry October 22, 2024 Heading into the November 5th election, there are a number of risks investors are carefully monitoring that could quickly alter the bullish mood of stock investors [...]
10-15-24: The Challenge of Finding High-Quality Yields in a Rising Market
by Bryan Perry October 15, 2024 Third-quarter earnings season is getting off to a good start, with solid numbers coming from the big money center banks. There is rising optimism that the [...]