Income Mail Archive
6-17-25: War Assets Rally as Israel Aims to De-Nuke Iran and Liberate Its People
by Bryan Perry June 17, 2025 The events of the past week, now emerging as a fully declared war between Israel and Iran, are hugely unsettling. As we open this market week, [...]
6-10-25: The Market is Shrugging Off Risks, as Fears of Recession Recede
by Bryan Perry June 10, 2025 There has been some commentary suggesting that the stock market has recovered “too quickly,” and that a blow-off top is imminent. Seeing some of the leading [...]
6-3-25: “Trumpenomics” is Finally Kicking In
by Bryan Perry June 3, 2025 By now, in the first week of June, we should forget about any notion of “sell in May and go away,” since all the major indexes [...]
5-28-25: The Aerospace Defense Sector is Looking Bullet Proof
by Bryan Perry May 28, 2025 Looking at the current investing landscape, the market is defined by a bifurcation among the 11-primary S&P sectors and its many sub-sectors. There are welcome times [...]
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 [...]