Income Mail Archive
12-16-25: Mortgage REITs Enter the Limelight
by Bryan Perry December 16, 2025 After years of dealing with an inverted yield curve in the bond market, the current backdrop for Treasury yields has normalized, which is bullish for specific [...]
12-9-25: “Affordability” Takes Center Stage For 2026
by Bryan PerryDecember 9, 2025The waning year 2025 may be defined by high levels of volatility, growing uncertainty surrounding labor market disruptions (mostly due to the inclusion of AI into corporate business models), [...]
12-2-25: Moving Toward More Domestic Manufacturing is Now a Must
by Bryan Perry December 2, 2025 The Trump administration has stated that its economic agenda is designed to address the debt crisis by focusing on pro-growth policies that it expects will generate [...]
11-25-25: Combating the Stubbornly High Price of Home Ownership
by Bryan Perry November 25, 2025 When it comes to residential real estate, the old adage of “location, location, location” still rules the day, but since the pandemic U.S. housing is far [...]
11-18-25: Examining the “Space Race” Investment Theme For 2026
by Bryan Perry November 18, 2025 So far this year, the market has been led by the AI trade, but that sector has experienced some jitters of late. The majority of Wall [...]
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 [...]