Income Mail Archive
5-20-25: Friday’s Downgrade of U.S. Credit Puts the Focus Back on Debt
by Bryan Perry May 20, 2025 After the closing bell last Friday, it was reported that U.S. sovereign debt was downgraded by Moody’s Ratings due to soaring government debt that’s approaching a [...]
5-13-25: It’s Time to Invest in the U.S. Power Grid’s Inevitable Growth
by Bryan Perry May 13, 2025 Investors are always looking for a “can’t miss” secular theme, one where they can position capital and basically “set it and forget it.” So far, almost [...]
5-6-25: Hard Truths from Warren Buffett on the Federal Debt Crisis
by Bryan Perry May 6, 2025 At the Berkshire Hathaway annual meeting this past weekend, CEO Warren Buffett downplayed recent market volatility as “really nothing.” Such may be the case from his [...]
4-29-25: The Fed Should Act Next Week, With a Preemptive Rate Cut
by Bryan Perry April 29, 2025 The market enjoyed a much-needed snap-back last week. In order to build on this nascent rebound, more progress on tariffs, inflation and earnings need to cross [...]
4-22-25: Hot Spots and Hard Data Keep Markets Guessing
by Bryan Perry April 22, 2025 As volatility rules the investing landscape, there are tariff cross currents, conflicting soft and hard economic data, little if any forward corporate guidance, a ticked-off President [...]
4-15-25: A Bond Market Sell-Off is Anything But a “Yippy” Reaction
by Bryan Perry April 15, 2025 The tit-for-tat tariff war between President Trump and China hit a deep nerve in the Treasury market last week as trade war tensions were peaking, thereby [...]
4-8-25: Time to Brace for Earnings Season – And Much-Needed Tariff Guidance
by Bryan Perry April 8, 2025 Those of us who contribute to Market-mail are required to submit these columns by Sunday afternoon, so we don’t have the luxury to react to how [...]
4-1-25: Follow the Money Flows into Stagflation-Proof Assets
by Bryan Perry April 1, 2025 Most investors are acutely aware of the Wall Street maxim that “perception is greater than reality.” This phrase couldn’t be more applicable than to what the [...]
3-25-25: There is a Major Disconnect Between Current Perception and Reality
By Bryan Perry March 25, 2025 The level of uncertainty for both the domestic economy and global economy is about as high as I can recall. The April 2nd tariff deadline looms, [...]
3-18-25: Rotation Into Defensive Dividend Stocks Warranted
by Bryan Perry March 18, 2025 A heavy rotation out of growth stocks over the past few weeks has weighed heavily on the major averages that are now in correction territory. Some [...]
3-11-25: Buy When There Is Tariff and DOGE-Cut “Blood in The Streets”
by Bryan Perry March 11, 2025 Amid all the on again/off again tariff posturing that has the U.S. equity market seemingly in total chaos, I’m pleased to say that the bond market [...]
3-4-25: The Fed May Cut Rates Sooner Than Expected–to Deal with a Tighter Job Market
by Bryan Perry March 4, 2025 The noise level about the domestic economy downshifting from the strong finish in 2024 to that of a softer first quarter of 2025 is on the [...]