Income Mail Archive
2-25-25: Taking Stock of Trump’s Tough Tariff Talk
by Bryan Perry February 25, 2025 The debate over the use and effects of applying tariffs on imported goods to the U.S. is getting hot and heavy. The long-term impact of tariffs [...]
2-19-25: AI is Causing a Rising Wave of White-Collar Layoffs
by Bryan Perry February 19, 2025 On February 7, it was reported that the U.S. economy kicked off 2025 by adding 143,000 jobs in January, fewer than expected (155,000), but the unemployment [...]
2-11-25: Market Leadership Moves Beyond the Magnificent Seven
by Bryan Perry February 11, 2025 Despite the upheaval in the equity markets related to DeepSeek and tit-for-tat tariffs, the most important development within the current market landscape are rotation of investor [...]
2-4-25: A Major Campaign Promise Kept – Now What?
by Bryan Perry February 4, 2025 On the campaign trail, candidate Donald Trump said that he would levy tariffs on Mexico and China for being the source of the flow of deadly [...]
1-28-25: AI and RFK Jr. are Breathing New Life into Two Lagging Sectors
by Bryan Perry January 28, 2025 With the S&P 500 trading at a new all-time high, and Nasdaq not far behind, investors who are squarely positioned in the leading stocks within technology, [...]
1-22-25: The Market Embraces 2024 Themes For 2025
by Bryan Perry January 22, 2025 After less than three weeks of trading in the new-year, the market finally got its footing last week. The year got off to a rocky start, [...]
1-14-25: The Latest “Hot” Jobs Number Will Likely Be Revised Lower
by Bryan Perry January 14, 2025 Following the release of the December employment data last Friday – claiming that the economy added 256,000 new jobs versus expectations of just 155,000 – Treasury [...]
1-7-25: U.S. Utility Infrastructure Stocks Are a Strong Bet For 2025
by Bryan Perry January 7, 2025 Throughout 2024, rising attention was given to the need for powering the electric grid in the U.S., which needs to be greatly expanded as the current [...]
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 [...]