Income Mail Archive
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 [...]
9-23-25: Russell 2000 Delivers Broad-Based Rally Confirmation
by Bryan Perry September 23, 2025 When the Russell 2000 index of small-cap stocks hits a new all-time high, it is generally considered to be a positive and expansive sign for the [...]
9-16-25: A Widening Bifurcation of Spending Trends
by Bryan Perry September 16, 2025 There is a classic bifurcation in market dynamics underway: a divergence between capital-intensive technology optimism and consumer-driven economic fatigue. This split is becoming more pronounced of [...]
9-9-25: Digesting Slack Labor Markets and AI Amid Record Gold and Stock Prices
by Bryan Perry September 9 , 2025 Currently, the market for stock and bond investments is on good footing and, in my view, this will only improve in the weeks and months [...]
9-3-25: It’s Prime Time for Considering Convertible Bonds
by Bryan Perry September 3, 2025 When the Federal Reserve starts lowering interest rates, convertible bonds are an attractive investment, because they offer a unique hybrid profile that benefits from two key [...]
8-26-25: Gold is Set for More Gains, Based on “Weak Dollar” Misconceptions
by Bryan Perry August 26, 2025 From looking at a long-term chart of the U.S. Dollar Index (DXY), going back to the Great Recession of 2007-2008, one can see that it is [...]
8-12-25: Mining the Fundamentals of the Key Market Trends
by Bryan Perry August 12, 2025 The financial media’s euphoria over a rising stock market seems a bit over the top, especially considering the fact that, despite headline gains in the major [...]
8-5-25: Time to Buy U.S.-Based Dividend Stocks and Fixed Income Investments?
by Bryan Perry August 5, 2025 As the month of July bowed out last Thursday, it seemed as if the stock market could do no wrong. Trade deals were flowing in, the [...]
7-22-25: An Eventful 10-Days Await Both Bulls and Bears
by Bryan Perry July 22, 2025 Fully invested market participants are banking on several bullish levers to be pulled this week and next week, all leading up to the tariff deadline on [...]
7-15-25: Trump’s Tariff Bluffs Could Cause an August Slump
by Bryan Perry July 15, 2025 This past weekend was chock full of tough tariff news coming from the Trump Administration, with an August 1 implementation deadline looming that might prove to [...]